This blog series present the data setup through uploading data from excel templates.  Inventory module is discussed in Data Upload Part 1: Inventory Module.

Here are some background about excel templates and data upload:

  • An excel data template is generated for each table in Calem. Customers can download the archive of all the templates at https://support.calemeam.com/view.php?id=4046. A customer account is required to download the templates.
  • The Data Upload Guide has information for some tables that should not be uploaded including transaction tables that are generated in Calem. Customers can reference the Data Upload Guide at https://support.calemeam.com/view.php?id=3983. A customer account is required to download the Guide.
  • The excel templates can be used to create new data or update existing data. So, you can use the same excel file to create data and make changes by uploading the file more than once.


This is the second part of the data upload tutorial. This blog serves as the detailed walk-through for the steps defined in Calem Setup Part 1: Asset and Location.


Step 1. Inventory 

Inventory module may be referenced by asset module based on your business requirements. Use resources below to set up inventory module.


Step 2. Documents

Documents including photo, drawing, manuals are referenced by assets. Upload documents via Calem web client. See documents of Calem Setup Part 1: Asset and Location for more information.

Step 3. Asset Classes

Assets are grouped by classes. See the asset grouping section of Calem Setup Part 1: Asset and Location for more information.

The class codes can be uploaded. 

Asset items (or asset groups) are optional and can be configured if you are managing warehouses of inventory including assets.

Step 4. Location

Upload location by the location template: cm_location.Locations.xls


Step 5. Asset

Upload asset by the asset template: cm_asset.Assets.xls

Asset spares can be uploaded by the excel template: cm_asn_part.AssetSpares.xls


Additional resources