The Excel simple format
The "Excel simple" format is one of several formats that can be used to import data into PATGuard Cloud.
Use the "Download Simple Template" button to download a sample file. It contains a single sheet with typically used fields and a few rows of sample data. You can fill in the template with your own data and then import the data by uploading the file on the "Import Database" page shown above.
The following fields can be used in this format. Most fields are optional.
| Field | Description | Mandatory |
| "Client Name" | ||
| "Site Name" | ||
| "Location Name" | ||
| "Asset Id" | Yes | |
| "Asset Description" | ||
| "Asset Class" | ||
| "Asset Type" | ||
| "Asset Notes" | ||
| "Test Date", "Last Full Test Date" or "Last Test" | Values in this field must be dates. Recommended using ISO format of YYYY-MM-DD e.g. 2021-07-14 for 14th of July, 2021 | Mandatory if test information is included - not required if updating asset information only. |
| "Pass/Fail" or "Status" | Values in this field should be "P", "Pass", "F", "Fail", "I" or "Information" | Mandatory if test information is included - not required if updating asset information only. |
| "Test Name" | For example "Full Visual". | |
| "Test Notes" | ||
| "Retest (Months)" | Values in this field must be a number, for example "3" for a three months retest period. | |
| "Test Tag" | ||
| "Asset Make" | ||
| "Asset Model" | ||
| "Asset Serial" | ||
| "Instrument" | ||
| "Instrument Serial" | ||
| "Category" or "Type" | ||
| "Standard" | The standard against which the asset was tested | |
| "Procedure Reference" | ||
| "Person" | The name of the person carrying out the testing | |
| "Test" | Extended test information. If used, this must be followed by columns "Result", "Unit" and "Status". For example: Test: "Differential Leakage", Result: "0.21", Unit: "mA", Status: "Pass". | |
| "End of Life" | Asset end of life date. | |
| "Old Asset Id" | Specify this to assign a new asset id to an existing asset. This column specifies the old asset id. Use the Asset Id column to specify the new asset id. | |
| "Option_Updateasset" | If set to "true", this instructs PATGuard Cloud to overwrite existing asset details from import data. Normally, importing data will not change existing PATGuard Cloud data, but only add new data such as new tests or new assets. |
Related Articles
How to import an existing database into PATGuard Cloud
You can directly import your old databases into PATGuard Cloud. You can import data from any legacy Test and Tag management software as long as you can export as CSV files. Databases you can import Seaward PATGuard database files SimplyPATS database ...Importing a PATGuard Database
We are very excited to help you transition from your legacy Test and Tag software to our flexible PATGuard Cloud platform, that’s where our custom built-in Import tool comes in very handy, or alternately why not contact our support team to help make ...Importing a WinPATS Database into PATGuard Cloud
You can transition from your legacy Test and Tag software to our flexible PATGuard Cloud platform, that’s where our custom built-in Import tool comes in very handy, or alternately why not contact our support team to help make your transition as ...Importing a FastTag Database into PATGuard Cloud
We can help you transition from your legacy Test and Tag software to our flexible PATGuard Cloud platform, that’s where our custom built-in Import tool comes in very handy, or alternately why not contact our support team to help make your transition ...Importing a Kewtech KewPAT Database into PATGuard Cloud
We can help you transition from your legacy Test and Tag software to our flexible PATGuard Cloud platform, that’s where our custom built-in Import tool comes in very handy, or alternately why not contact our support team to help make your transition ...