Import Equipment Items

Import equipment items from Excel to create equipment records in ProContractor. An equipment item is required in order to record equipment usage in the Employees module or to include the equipment item in a customer pricing agreement. The equipment item record contains all equipment-related details, including Manufacturer details, usage types, warranty information, and insurance information. Importing equipment allows you to create multiple equipment records at one time.

  1. Optional: Set up defaults for equipment entry or import.
  2. On the Import Data screen, import equipment records from an Excel file.
  3. Optional: Modify each equipment record to add information that was not imported.
After you import equipment items, you may want to: