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Import client assets

Import existing customer/client assets into Zigaflow from a spreadsheet

Note that the companies must already exist in Zigaflow, but the import will add the locations if they do not exist. An item does not need to be in Zigaflow and will not be added to the items list by the importer.
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Open the client assets importer

1. Click on the Cog

Zigaflow dashboard top toolbar with the settings cog icon highlighted, next to the notifications bell and user avatar

2. Click "Import Center"

Settings menu with Import Center highlighted in the left sidebar, beside sections like Timezone & Language and Company Locations

3. Click "Client Assets"

Import Center with the Client Assets option highlighted in the left import type list, below Stock and above Customers

Prepare your import file

4. Click "Download Template" if you do not already have the correct import file

Import Center with the Client Assets tab selected and the Download Template button highlighted under Step 1

5. An example import is shown below. Note that the company must already exist in Zigaflow, but the location will be added by the import. An item does not need to be in Zigaflow, and will not be added to the items list by the import.

Example client asset import spreadsheet with Company, Item Code, Location, Reference, Status, date and Note columns

Upload the file

6. Drag and drop the file here.

Import Center with Client Assets selected, highlighting the Select Files or Drag & Drop Here button to upload the template

7. Click "Upload"

Client asset import panel with an .xlsx file added to the drag-and-drop area and the purple Upload button highlighted

8. The success of the import is shown.

Import dialog on the Client Assets page highlighting the Import Complete message showing 1 created, 0 updated
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