Adding products from our Product Directory directly into your Papertrail account couldn't be easier. You can use the web or mobile app to import your Palm Equipment products into your Papertrail account.


From the Product Directory

You can search for a specific Palm product with its product name, product type and model number or you can select Palm from the manufacturer list, displaying all of their products.

When you select Palm from the list of available manufacturers, you will see a list of every product we have in our directory, so you can select the correct equipment that you are looking for.

Once you have found your product, you can then click on it, which will display all of its product information in a pop-up window. 

The information in this window can vary from product to product, but usually includes photos, description, product code, size, certifications and important documents (such as care guidelines and certificate of conformity). All of this information will be automatically imported into the Papertrail record for you.

Change the Quantity if you have more than one of the same item and once you're happy, click Add to Import List.

If you have more Palm products to import or other products listed in the Product Directory, you can search for them and add them to your Import List in exactly the same way.

Finish the process by clicking View Import List (top right hand corner), where you will be able to see all of your selected products listed. On this page, you can delete products or change their quantity. To import your products, click Import X Products to Papertrail.

You will be directed to Papertrail's welcome screen, where you can log in to your Papertrail account if you're an existing customer, or create a Papertrail account if you're new to our platform.


Existing customers only
Once you have logged in, you will be able to either choose which pre-existing account you would like to import your Palm products or you can create a new account. Once you have selected the account you can Continue to the Folder Selection.

New customers only
Once you have signed up, you will be able to either choose an account that has been generated for you or you can create a new account. Once you have selected the account you can Continue to the Folder Selection.

Select the folder that you would like to add your Palm products into and Continue to Import. You will also have the option of either: creating a new top-level folder or (by clicking into an existing folder) creating a new sub-folder.

Standard Import


Two options of import are available. The simplest import is Standard Import. This import creates record fields that match the product data. Unmatched data is added to the record comments and inspection frequency will match the manufacturer’s recommendation if available. On this page, you will be able to see all of the information that will be included in the record. You can click through each product by clicking Next in the top right hand corner. Once you're happy, click Complete Import.

Advanced Import

The second option is our Advanced Import. This allows you choose how product data is added to you record. You will be able to make changes like setting the inspection frequency and customising the record fields. You can match product's data fields, remove fields from the record and move information to the comments. You can click through each product by clicking Next. Once you're happy, click Complete Import.

After your import is completed, you will then be able to view the records in the folder that you imported them into.

They will appear similarly to this. You will be able to see information such as: image, name, identifier, serial number, the product's state and its next check date.

By clicking on a record, it will bring up all of its record data. You can then add extra information such as such as identifier, date of first use and serial number. This is done by navigating to the Show all Fields button at the bottom.

See related articles:

Still can't find the answer you need? We'd love to help!
Contact our Customer Support Team via the chat button in the lower right corner of the screen, on +44 (0)1248 719270 or at support@papertrail.io

Did this answer your question?