Using Excel you can Import and Export all Contacts, Asset Custom Fields, and Schedules to and from your SnapInspect account.
How to Add Additional Contacts
Navigate to the Assets page from the left-hand menu.
Click the three-line menu icon on the right side of the page to open the options menu.
Select Export to download the necessary Excel file.
Adding Additional Contact Information
Once the Excel file is downloaded, open it to begin editing.
Navigate to the right in the template to find the Owner, Tenant, and Asset Custom Fields sections.
Input the relevant contact details into the appropriate fields under each section.
After ensuring all updates are complete, save the Excel file.
Please Note:
The fields in the Excel spreadsheet must match the asset fields in SnapInspect.
Asset Custom Fields must be set up in the SnapInspect Web App before exporting for them to appear in the spreadsheet. For more information about Asset Custom Fields, Please Click Here.
Importing Contact information Only
Navigate to the Assets page from the left-hand menu.
Click the three-line menu icon on the right side of the page to open the options menu.
From the drop-down menu, select Import Contacts.
Click Choose File to select the file, then click Upload.
Assign the appropriate references to the Contact Information section.
Click "Next" to proceed to the Review page.
Review information and verify all contacts have a matched asset.
Press "Start Import" to begin the import process.
Click “Yes” to confirm. Your contacts will then be added to your assets.
Please Note:
To import contacts and custom fields through the Assets tab, follow the same steps as above, but instead of selecting Import Contacts, select Import Assets from the dropdown menu.
If you have any additional questions or need support, please contact the team at support@snapinspect.com.