Import Assets and Facility Data

Prepare and upload

Use import to create or update many assets at once and attach facility, location, vendor, parts, or PM context. Before uploading, ensure one row per record, clear headers, and stable identifiers. Prioritize columns for asset name, facility, location, asset tag, serial number, model, manufacturer, category, status, criticality, vendor, PM frequency, and part context.

Review before commit

Nothing is written until you commit. Review in order: confirm mapped columns, open error and warning rows first, apply obvious suggested fixes, use bulk actions for repeated issues, resolve duplicate candidates, and check the commit preview. For duplicates, choose Update when the row refreshes an existing asset, Create when it's genuinely separate, and Skip when it shouldn't become an asset. Verify facility and location when tags or serials match. Rows useful only as context can be preserved as source evidence rather than forced into assets.

Commit and follow up

The commit preview confirms counts for assets created or updated, vendors, PM and parts context, source evidence, skipped rows, plan-limit exclusions, and dedupe collapses. After import, filter Assets by facility, spot-check records, print QR labels, add meters or PMs for critical equipment, review skipped rows, and invite team members. Re-import only with a corrected source file.