Import Equipment

Follow these steps to sync equipment entries from Spectrum into Traqspera.

1. In Spectrum, review the list of equipment status codes that you currently use and record them for later. You will find this list on the Equipment Status File Maintenance page in Spectrum.
   
2. In Traqspera, navigate to Settings & Permissions > Import Configuration > Equipment Import Configuration.
3. For each status code you recorded in step 1, select Add Equipment - Status Mapping, create a mapping, and then select Save.
4. Select Save.
5. Choose one of the following to proceed:
   • If you are using Asset/Equipment jobs, follow the steps in Set Up Asset/Equipment Jobs before proceeding.
     Note: Asset/equipment jobs are required if you want to record hours towards a piece of equipment on a timesheet (for example, operator or maintenance hours) or if you have employees entering receipts (for example, for parts and fuel). These jobs will only show on timesheets if you select a department that is of Equipment type.
   • If you are not using Asset/Equipment jobs, configure the Equipment Allow List or Equipment Deny List to exclude/include equipment based on any of the following parameters:

     • Division

     • Cost center

     • Owned flag (O - Owned, R - Rent or L - Lease)

     • Equipment type

     • Equipment make

     • Equipment status

6. Import your Spectrum equipment entries.
   1. Select Equipment Management.
      The Equipment Management page opens.
   2. Select Sync Spectrum Equipment then select Sync Equipment.
      This may take a few minutes.
   3. Ensure that the imported assets belong to the correct company and respect the allow/deny lists if you configured them.