You can create Equipment using two methods: Individual Equipment Creation, and Bulk Create via CSV.
Individual Equipment Creation
Users will see a form to create new Equipment in the RecovR UI.
Bulk Equipment Creation
You can create Equipment in bulk using a pre-formatted CSV. When opening the Bulk Create Equipment form, you'll have the option to download a CSV template. This file contains a number of Equipment fields. You can fill out the cells below these fields with the values of your new Equipment, then upload the updated CSV file.
Regardless of which CSV option a user chooses, once they upload the CSV, they will be prompted to map all of the CSV columns to equipment attributes in our system. This ensures all Equipment data is correctly setup.
⚠️ While the upload is in progress, please do not close the tab. You will be able to track the progress in the loading screen.
Once all the Equipment are uploaded you will be able to see a summary. If any error were detected they will be listed and the user can download an error csv report. Reasons loaded equipment may have not create include:
Invalid fields: If the value does not match the type (eg: if the value in the csv contains letters and the attribute is of type number)
Missing fields: If that row of the csv was missing one of the required fields (VIN, Color)
Duplicate: If an equipment with this VIN has already been created on the dealer network in the system