Bulk Uploading a Device Type

This article will instruct you on how to use a CSV File to Bulk Upload your devices to Devices & Equipment. This feature provides a simple way to upload the existing devices your currently tracking or future bulk orders of new equipment.

Before you can Bulk Upload a device, ensure you have done the following:

1. Log into ClearCompany and build each Device Type under World of Work -> Devices & Equipment ->Manage Types. Click here to learn how to add a device type.

2. Ensure all the users you are assigning devices to have a ClearCompany Account. You can find the list of users by going to Tools -> Setup -> Users. Click here to learn how to add a new user.

3. Ensure all ClearCompany Offices you have listed in this CSV document exist in ClearCompany, if not create them prior to the Bulk Upload of devices by navigating to Tools -> Setup -> Offices.

Bulk Upload Your Devices

1. Go to Tools -> World Of Work -> Devices & Equipment.

2. Select Bulk Uploads in the upper right corner of the Device List.

3. Download the CSV File and fill it out with the information regarding your external list of that device.

4. Fill out the CSV File for the Device Type.

• Each Sheet is for one Device Type. Make a copy of the sheet for each Device Type (ex. Laptops, Desktops, Phones, etc).
• In the Status column when you Mark a Device as Assigned, you must input the ClearCompany User's Email Address that it is assigned to. This user must be in ClearCompany to have a device assigned to them. Alternatively, if you do not want all your employees in ClearCompany, you can Mark the Device as Unavailable.
• The name of your ClearCompany Offices in this CSV File must match the name of the Offices listed in your ClearCompany Account.
• Ensure you fill in all Required Fields to ensure a successful upload.

5. Select the Device Type, then Upload the CSV File.

• A message will appear stating the CSV File is being uploaded. You will receive a Confirmation Email once the upload is complete.

6. Repeat for your other Device Types.