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Asset Performance Management — Import KPI Readings (how to use)

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Import KPI Readings

Module: Asset Performance Management

Where to open in admin

  1. Log in to Admin.
  2. Open sidebar menu Asset Performance Management.
  3. Click Import KPI Readings.
  4. Direct route (for admins): admin/asset_performance_management/asset_performance_management_import

What this screen is for

Bulk load master or transactional data from file.

How to use — step by step

  1. Download sample CSV template if provided.
  2. Fill required columns and validate codes match masters.
  3. Upload file and map columns.
  4. Review validation errors, fix file, and re-import.

Common buttons & actions

  • Download template
  • Upload
  • Validate

Required permissions

Staff need the apm_kpi_readings feature with: view, create, edit, delete.

Assign under Setup → Staff → Roles → Permissions.

Tips from module settings

  • Upload a CSV file to bulk import KPI readings. Use the template for the correct column format.

Related guides

See the Asset Performance Management overview for module-wide workflows, API, and setup.

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