This template manages the relationships between supply items and company assets. It lets you define which parts and materials each asset uses and in what quantities.
What Is It For
Use this template to:
Associate supply items with specific assets, defining how many units of each item the asset uses
Remove existing associations between items and assets
Replace the asset in an existing association with a different asset
Keep existing associations unchanged (useful for validation or review)
Each row in the file represents a single operation on one item-asset relationship.
Import and Export
This template supports both import and export.
Export downloads all current associations between supply items and assets, showing which items are linked to which assets and the quantities involved.
Import processes operations (add, remove, replace, keep) on item-asset relationships. Each row must reference an existing item and an existing asset.
Export from import is available after a successful import and downloads the imported data in spreadsheet format.
Column Reference Table
Column | Required | Type | Allowed Values |
Item ID | Yes | Text | Existing supply item ID |
Asset ID | Yes | Text | Existing asset ID |
New Asset ID | Conditional | Text | Existing asset ID (required only for replace operation) |
Amount | Conditional | Number | Quantity (required for add and replace operations) |
Operation | Yes | Dropdown | add, remove, replace, keep |
Columns in Detail
Item ID The unique identifier of the supply item. The item must already exist in the system. Required for every row.
Asset ID The unique identifier of the asset. The asset must already exist in the asset tree. Required for every row.
New Asset ID The unique identifier of the replacement asset. Only used and required for the replace operation. The new asset must also exist in the system. Leave empty for all other operations.
Amount The quantity of the item associated with the asset. Required for add and replace operations. For remove and keep operations, this field is ignored and can be left empty.
Operation The type of action to perform on the item-asset relationship. Required for every row. Allowed values:
add -- Creates a new association between the item and the asset with the specified quantity
remove -- Removes the existing association between the item and the asset
replace -- Replaces the asset in the association with the asset specified in New Asset ID, keeping the item and updating the quantity
keep -- Leaves the existing association unchanged; useful for validating that the relationship exists without modifying it
Custom Fields
This template does not support custom fields.
Tips
Make sure all Item IDs and Asset IDs exist in the system before importing.
For replace operations, both Asset ID (the current asset) and New Asset ID (the replacement) must exist.
The Amount field is required for add and replace but ignored for remove and keep.
Use the keep operation to verify that existing relationships are correctly set up without making any changes.
Group similar operations together in the file for easier review.
Export the current associations first to review what already exists before making changes.
Run validation before importing to catch missing IDs or invalid operations early.
Example Rows
Add new associations
Item ID | Asset ID | New Asset ID | Amount | Operation |
ITEM-001 | ASSET-123 | 4 | add | |
ITEM-002 | ASSET-123 | 2 | add | |
ITEM-003 | ASSET-456 | 10 | add |
Replace the asset in an association
Item ID | Asset ID | New Asset ID | Amount | Operation |
ITEM-001 | ASSET-123 | ASSET-789 | 4 | replace |
This moves the association of ITEM-001 from ASSET-123 to ASSET-789 with a quantity of 4.
Remove associations
Item ID | Asset ID | New Asset ID | Amount | Operation |
ITEM-002 | ASSET-123 | remove | ||
ITEM-003 | ASSET-456 | remove |
Keep existing associations for validation
Item ID | Asset ID | New Asset ID | Amount | Operation |
ITEM-001 | ASSET-789 | keep |
Frequently Asked Questions
What happens if the Item ID or Asset ID does not exist? The import will fail for that row. Make sure all IDs reference items and assets that are already registered in the system.
Can I add an association that already exists? Attempting to add a duplicate association will result in an error. Use replace or keep instead if the association already exists.
What does the keep operation do? It validates that the relationship exists without changing anything. This is useful when reviewing or auditing existing associations.
Is the Amount required for remove? No. For remove and keep operations, the Amount field is ignored. You can leave it empty.
Can I replace only the quantity without changing the asset? To change only the quantity, remove the existing association and add a new one with the updated amount.
What happens to the quantity when I use replace? The replace operation sets the quantity to the value in the Amount column for the new asset. The old association is removed.
If you have questions, contact support or refer to the platform documentation.