Importing your Palm Equipment products into your Papertrail account has never been easier. Our Product Directory contains all product information for Palm Equipment's products, so you can add all your product details in just a couple of clicks.
The Product Directory can be found here.
You can either search for a specific Palm product with its name or product type, 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 can include information like description, product code, size and any certifications. This information makes it easy to confirm you have selected the right product, and it is also the content that will be imported into Papertrail for you, a real time-saver.
Important documents like maintenance, care guides and photographs of the products are also attached and they are imported into Papertrail too.
You can change the quantity of the product being added (if you have more than one of the same product) and then you can add it to your import list, which closes the pop-up box. 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.
Once you have added all the products you need to the import list, you can click 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 XX Products to Papertrail. This will automatically direct you 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'.
You will then be able to select the folder that you would like to add your Palm products into and 'Continue to Import'. You also have the option of either: creating a new top-level folder or (by clicking into an existing folder) creating a new sub-folder.
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'.
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.
Once you can see all available fields, you'll see one marked 'Batch Number'. This allows you to add an identifier found on your Palm Equipment so you know which item is which, and can supply the batch number to Palm in case of any queries or support requests:
Please note - if you're an existing Papertrail customer these fields may not appear for you. In that case, please contact us to enable this functionality - any new customers will have this field automatically enabled.
If you need some help finding the batch number, please see the diagram below:
Now that your equipment is in Papertrail - you can carry out your inspections - check out our guide to that process here.
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Still can't find the answer you need? We'd love to help!
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