Manually Importing Assets

You can manually import assets in CSV file format. The file should include columns for the following data:

  • Name (required)
  • Type (required)
  • Site (required)
  • Cost
  • Location

To import the CSV file:

  1. Go to Settings - Import - Assets.
  2. In the 1. Upload data page browse for the CSV file you want to upload to the system and click on Upload CSV.
  3. In the 2. Map columns to fields page, map the field names to the column names in the Header dropdowns and click on the Check data button to check that the data is valid.
  4. The Summary page is displayed with a summary of the assets imported:

  5. If you're happy with the data shown, click on Confirm and save.

The Assets page is displayed with the new assets added.