Asset Import

Bulk create or update assets (coolers, freezers, equipment) in CoolR. Existing assets are matched by Serial Number and updated in place.

See Overview for authentication, file formats, response structure, and import order.

Endpoint

POST https://portal.coolrgroup.com/Controllers/Import.ashx?type=Asset

UI access

• Playbook App: Master Data → Assets → Manage Data → Import

Columns

Formats: .csv, .xlsx / .xls, .json — Download template

Column	Alias	Required	Type / Max Length	Validation	Notes
General Information
Serial Number	SerialNumber	Yes	String, max 250	Must be non-empty	Unique asset identifier; used to match existing records
Asset Type	AssetType	Yes	String, max 250	Must match an existing Asset Type	Asset Type must be created first
Parent Asset Serial Number	ParentAssetSerialNumber	No	String, max 250	Must match an existing asset	For child / nested assets
Outlet Code	LocationCode	No	String, max 240	Must match an existing outlet	—
Notes	AssetNotes	No	String, max 500	—	Asset comments
Asset Tracking
Tag Number	TagNumber	No	String, max 250	—	Asset tag identifier
Category	AssetCategory	No	String, max 200	—	Asset category
In Store Location	InStoreLocation	No	String, max 200	—	Position within the store
Point of Sale	PointOfSale	No	String, max 200	—	POS identifier
Location Data
Latitude	—	No	Decimal, -90 to 90	-90 to 90	GPS coordinate
Longitude	—	No	Decimal, -180 to 180	-180 to 180	GPS coordinate
Displacement Threshold	DisplacementThreshold	No	Decimal, ≥ 0	≥ 0	Distance in metres before a displacement alert is triggered
Configuration
Planogram	PlanogramName	No	String, max 250	—	Planogram name
Lifecycle & Status
Manufacturing Date	ManufacturingDate	No	Date	—	—
Asset Delivered by Date	CoolerDeliveryDate	No	Date	—	Expected delivery date
Asset Delivered Date	DateDelivered	No	Date	—	Actual delivery date
Installation Status	InstallationStatus	No	String, max 200	—	e.g., Installed, Pending
Integration
External Code	ExternalAssetCode	No	String, max 150	—	Your internal system's identifier for this asset. Used as an alternative match key — see Overview

Examples

CSV

Serial Number,Asset Type,Parent Asset Serial Number,Outlet Code,Planogram,External Code,Tag Number,Notes,Category,In Store Location,Manufacturing Date,Latitude,Longitude,Displacement Threshold,Asset Delivered by Date,Asset Delivered Date,Installation Status
SN123456789,Vertical Cooler,SN987654321,NYC-001,Summer 2026,EXT-12345,TAG-001,Front entrance cooler,Beverage,Front Entrance,2025-01-15,40.7128,-74.0060,100,2026-02-01,2026-02-05,Installed
SN123456790,Horizontal Freezer,,NYC-002,,,,,,,,,,,,2026-03-01,,Pending

JSON

{
  "data": [
    {
      "SerialNumber": "SN123456789",
      "AssetType": "Vertical Cooler",
      "ParentAssetSerialNumber": "SN987654321",
      "LocationCode": "NYC-001",
      "PlanogramName": "Summer 2026",
      "ExternalAssetCode": "EXT-12345",
      "TagNumber": "TAG-001",
      "AssetNotes": "Front entrance cooler",
      "AssetCategory": "Beverage",
      "InStoreLocation": "Front Entrance",
      "PointOfSale": "POS-01",
      "ManufacturingDate": "2025-01-15",
      "Latitude": 40.7128,
      "Longitude": -74.0060,
      "DisplacementThreshold": 100,
      "CoolerDeliveryDate": "2026-02-01",
      "DateDelivered": "2026-02-05",
      "InstallationStatus": "Installed"
    },
    {
      "SerialNumber": "SN123456790",
      "AssetType": "Horizontal Freezer",
      "LocationCode": "NYC-002",
      "TagNumber": "TAG-002",
      "CoolerDeliveryDate": "2026-03-01",
      "InstallationStatus": "Pending"
    }
  ]
}

API import

curl -X POST 'https://portal.coolrgroup.com/Controllers/Import.ashx?type=Asset' \
  -H 'Cookie: .ASPXAUTH=your-auth-token' \
  -F 'file=@assets.csv'

Replace assets.csv with assets.xlsx or assets.json as needed.

Response

See Overview - Response format for response structure and error handling.

Common errors

Error	Cause	Fix
Missing required field: Serial Number	Empty serial number	Fill in Serial Number for every row
Missing required field: Asset Type	Empty asset type	Fill in Asset Type for every row
Asset Type '[name]' not found in system	Asset Type doesn't exist	Create the Asset Type first via Asset Type Import
Parent Asset '[serial]' not found	Parent serial doesn't exist	Import parent assets before child assets
Outlet Code '[code]' not found	Outlet doesn't exist	Create the outlet first via Outlet Import

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For support, contact support@coolrgroup.com