REX Import Tool

Revision History

02/06/2024 - Page Created - Brandon Parker

A Complete Guide to Bulk Importing

WARNING: This tool was primarily designed for importing assets using the Office Depot REX environment. Using this tool outside of this environment can be done but is NOT recommended.

**Using the files located in the shared drive: Technical Services\Customer Files\Office Depot\Tools**

Introductions

The purpose of this tool is to make it easier to set up a .csv file to use for importing (in bulk) the asset's model, serial number, location and status. This is done by simply providing the tool the asset's ID (serial number). Once provided, the tool will automatically pull the most up-to-date information from the REX database. Based on the current status of the serial, excel will then take the values and transform it to accommodate what is needed to save the file as .csv extension. This will then allow the user to download the excel file as a .csv and push the .csv into the Office Depot REX environment; adding/changing the assets within REX to the new values generated from the tool.

What's Inside the Tool?

This tool contains five different excel sheets:

"Awaiting Evaluation" - Changes the values to match the appropriate awaiting evaluation statuses.

"In Repair" - Changes the values to match the appropriate repair statuses.

"Spare Pool" - Changes the values to match the appropriate spare pool statuses.

"Off Contract" - Changes the values to match the appropriate off contract statuses.

"Manual Import" - Allows the user manually input all desired values/statuses.

How-To

Download the "Office Depot Bulk Import Tool v1.xlsb".
1. - This file can be found in the company google drive Technical Services\Customer Files\Office Depot\Tools.
  - This file can also be downloaded by selecting the file located above the "Introduction" section on this page.
Open the "Office Depot Bulk Import Tool v1.xlsb" file using excel.
1. - Do not open this file in google sheets.
If this is very first time this file is being opened, a few things may occur:
1. - An "Access Web content" window may appear before any of the buttons from below.
    - If it does, click the "Connect" button.
  - Near the top of excel, a button might appear with the text "Enable Editing". Click it
  - Near the top of excel, a button might appear with the text "Enable Content". Click it
  - Near the top of excel, a button might appear with the text "Edit Credentials". Click it
On the bottom left of excel, there will be text with the message "Running background query...". Wait for this message to change to "Accessibility: Investigate".

The steps followed going forward can be followed the same way for the following Excel Tabs: "Awaiting Evaluation", "In Repair", "Spare Pool" and "Off Contract".

5. Copy/Paste or Scan the device's serial number within the the first column "Asset ID" (Cell Number = A2).

If Copy/Pasting, paste the values as "Values (V)" or by pressing "CTRL+SHFT+V".

6. Save the excel file as a "CSV (Comma delimited)" file.

7. Import the "Office Depot Bulk Import Tool v1.csv" file.

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