Why and how to make the switch from Excel to Assetze

Managing the IT assets of a business is most definitely a challenging task. Without the right tools in place, it becomes near impossible to accurately and consistently keep track of all your IT assets and ensure the most efficient use of them.

In today’s world, most organisations still use spreadsheets such as Microsoft Excel or Google Sheets to manage their IT assets. Spreadsheets leave a lot of room for error, and even seemingly small errors such as spelling mistakes could be very damaging to a company in terms of its IT asset visibility and control.

Approximately 88 percent of spreadsheets contain errors - Corporate Finance Institute

As a result, it can be very easy to lose track of your IT asset data, or even store and use inaccurate data when it comes to important decision-making of the business. Know more about the challenges of IT asset management.

In contrast, IT asset management software can accurately track your organisation’s assets, schedule regular maintenance alerts, and overall run a robust management system. Read more about why an organisation can benefit from IT asset management tools.

How to transfer your data from spreadsheets to Assetze:

Once you’ve decided to make the switch from outdated spreadsheets to our contemporary management software platform- Assetze, your organisation will need to transfer its existing data onto our platform.

This may seem difficult at first sight, especially if you think there is a large amount of data that needs to move across. Assetze has simplified the process, allowing you to directly import the data from your existing spreadsheet file by following these simple steps:

1. Log into your Assetze account, this will automatically take you to the Dashboard page.
   
   
2. Click on the laptop icon on the bottom bar, this takes you to the Asset Tracker page.
   
   
3. Navigate to the Upload button and click on it. Download the sample Assetze CSV Template.
   
   
4. Update the column headers, and accordingly revise the dataset in your spreadsheet to match the Assetze CSV sample.
   
   
5. Click Upload and submit your updated CSV file.
   
   Refresh the page, and your organisation’s IT asset data should successfully be transferred onto the Assetze platform.
   

Alternatively, there is a way to manually add each of your organisation’s IT asset data. We suggest that you utilise the method above to migrate the majority of data and use the manual method when required. Such as, in the case of new joinees or the purchase of new IT assets.

If you encounter any hurdles while uploading your company’s data, feel free to reach out to us. (link to contact us page) We’re always ready to help.

Getting your organisation’s spreadsheet to match the Assetze CSV sample might be a bit time-consuming. But we can assure you that this is the most efficient way to get all that vital data onto our platform. In a broad sense, getting this step done now means that you will save a lot of both time and manual labour in the future. Using Assetze instead of spreadsheets will cut down the cost, time, and labour spent on managing your business’ IT assets.




With a straightforward way to import all your IT asset data onto our platform, your organisation is one step closer to employing a robust IT asset management system through Assetze.