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Update multiple user defined fields | v8+

2 min read

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Updating multiple user defined fields are facilitated through the ability to export and re-import the asset information within your Certero platform.

When the asset information is re-imported Certero will check for existing records, where there is an existing record the values will be updated with the contents of the file.

Summary of steps

  1. Export existing user defined assets

  2. Update exported data (in excel)

  3. Import updated values

Exporting user defined assets

  1. Navigate to a grid view where a user-defined section has been created

  2. Select Export from the Grid Menu

  3. Save the document in Excel format to a location you can retrieve it from in the next step

Update exported data

  1. Open the exported data extract that contains your User-defined Asset fields in Excel

  2. Update the User-defined Field cells within excel

  3. Save the excel document as .xlsx to a location you can retrieve it from in the next step

Importing User-Defined Field data

  1. Navigate to a grid view where a user-defined section has been created

  2. Select Import User-defined Field Data

  3. On the Import Data File dialog that appears, navigate to your saved .xlsx file

  4. Press OK

  5. Map the data points to your User-Defined Fields in Certero, any values that line up are automatically mapped for you.  Fields labelled --Not Mapped-- are missing data points that potentially need to be re-pointed. Where applicable, map your data points to fields in Certero:


  6. Select Preview to confirm the import is as expected

  7. Select OK to proceed with the import