Import asset types

Modified on Wed, 25 Oct 2023 at 02:23 PM

Map and import custom asset types to save time over manually defining the same settings through the Shoreline Execution app. Import functionality makes configuring your account quicker, especially when dealing with large numbers of activity categories.  

You can also import activity categories.
  1. Click on your Account settings (gear) icon. 
  2. Click Import
  3. In the left-hand menu, click Account settings > Asset types
  4. Map your import file’s field names to the Asset type fields
  5. Select the relevant Mapping types
  6. Click Save
  7. Click Choose file under Upload and import
  8. Click Upload and import to Asset types. 

Your activity categories are now imported into Shoreline Execution. You can verify them by heading to Account settings > Sites/Assets > Asset types

    

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