How do I import assets?

Importing Assets

This article explains how to import assets into OneLink. Please note Admin access is required to make this change.

Assets are importing along with other data using the following imports Associate, Lead, Client, and Client and Policy

The header for an asset is the Asset Name followed by : and the Asset Property

For Example If Asset Name = Vehicle and Asset Property = Make

The Header will be Vehicle:Make

The screenshot below shows an example of asset type and asset properties

Please see the file below for an example lead import with assets

For Assistance with making an importable file please see: How do I create a .CSV file for import?

• Asset Lead Example.csv172 Bytes