Data Transfer is the function which enables assets to be moved between databases. It functions similarly to ‘copy’ and ‘paste’ functions. You first locate the asset on the hierarchy and then select the Data Transfer module on the top menu.
Export
Once you are in the Data Transfer tab, select the secondary tab labelled ‘Export’. You will be able to see all previous exports from the database (this section will be blank if you have not exported anything yet). You will only be able to export from the selected location on the hierarchy.
Once you have selected the file you want to export and are in the Data Transfer tab, select Data Transfer Current Location. You will then be shown the confirmation screen.
This screen will show what you wanted to export (in this case the Caterpillar Truck) and given two options:
- Export: The file will then be placed into a queue and will be exported shortly after.
- Cancel: This will take you back to the initial Data Transfer screen.
Once it has been exported you will be able to Download the exported file. Once you have selected Download, it will automatically download and should appear in the Recent Downloads or Downloads folder on your device.
Note
The download location may be different if the device’s settings have been recently changed.
Import
To import the file, select the secondary tab labelled Import. This will display all the previously imported files (this section will be blank if you have not imported everything yet).
To import a file:
- Select Import Data Transfer File, then select Browse (this will open the device’s file explorer).
- Select to the exported file and then Open at the bottom of the window. The file will be added to the queue and will be imported shortly.
- If you are transferring assets across databases you will need to Map the appropriate values to the target location's code configuration. Mapping replaces all instances of the code with a selected value. To map a code to an existing code, select Map To and then select the code that you want to replace it with. If you don't want to replace the code select Set Blank. This will remove all existing records of that code and replace them with a blank.
- When the file is imported the State of the import will change from Queued to Completed.
The file has now been successfully imported into the database. Please note that imports can from the same file but can be identified by the time and date associated to each import.