Import Assets and Facility Data

Before you import

Imports are most successful when you clean the source data first.

Check for:

• duplicate assets
• blank facility names
• inconsistent locations
• mixed naming patterns
• status values that mean the same thing but use different labels

What to import first

Start with the records that matter operationally:

1. 01facilities
2. 02critical assets
3. 03asset locations
4. 04essential metadata that helps identify equipment

Recommended first import pass

• critical mechanical equipment
• electrical distribution equipment
• life-safety assets
• high-cost or high-risk assets

After the import finishes

Always validate the results.

Review:

• asset names
• facility assignments
• locations
• duplicate counts
• empty critical fields

Then open:

• assets
• work board
• preventive maintenance
• dashboard

to make sure the imported records actually support the workflows you expect.

Best practice

Treat import as the start of data stewardship, not the end of setup.

A good imported register is one your team keeps alive:

• new assets get added correctly
• old assets are retired intentionally
• names stay consistent
• work history remains attached to the right equipment