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Import Client Assets

Import existing customer/client assets into Zigaflow from a spreadsheet

Updated over a year ago

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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1. Click on the Cog

2. Click "Import Center"

3. Click "Client Assets"

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

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.

6. Drag and drop the file here.

7. Click "Upload"

8. The success of the import is shown.

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