Asset Overlay – How to update assets with unique values in bulk.

Asset overlay allows you to update assets in bulk where each asset requires a different field value.

For example, if you had 100 laptops and you needed to add a different serial number value to each, instead of manually updating each asset individually, you would import your .CSV file containing the asset id and serial number of each item and Reftab will update all 100 assets at once.

To start, data must be in a .CSV file and, must include only 2 columns:

  1. Asset Numbers
  2. Field Values

When you supply your .CSV file, you will be presented with a drop-down list to choose the field that corresponds to your values.

Below is an example of what a properly formatted .CSV file would look like when updating 4 assets with new serial number values.

0001 C03719DJ39
0002 GDF5C09356
0003 C038251CVT
0004 7349DJAIE3

Once you have your CSV File ready. Log into your Reftab account and click “Settings” > “Import / Export Data” then scroll down to “Asset Overlay“. Upload your file and map your column header to the field you’d like to update on each asset and click “Submit