Import Assets and Facility Data

The current flow

The import workspace turns CSV and Excel files into reviewed Rivolq assets, maintenance schedules, vendors, parts, and source evidence.

1. 01Open Imports and drop a CSV or Excel file.
2. 02Rivolq reads the file and summarizes the record types it found.
3. 03Answer only the questions the file could not settle safely: facility assignment, uncertain columns, duplicate decisions, fixable values, or rows that need attention.
4. 04Review the sentence explaining what will be added or updated.
5. 05Press Add to Rivolq.

Nothing is written before the final button is pressed.

What Rivolq handles automatically

The importer maps recognizable columns, separates note or header rows as source evidence, validates record fields, and identifies likely duplicates. The workspace reports how many columns it matched and which questions remain.

When you need more detail

The one-page workspace links to optional power views. Use Check the column mapping when a source column was interpreted incorrectly, Browse every row for detailed validation and cleanup, and Compare duplicates when similar assets need individual decisions. These are available for investigation; they are not required steps when the automatic reading is correct. The questions and views are covered in more depth in review and troubleshoot an import.

Preparing a useful file

Use clear headers and stable identifiers where possible. Asset name, facility, location, asset tag, serial number, model, manufacturer, type, status, criticality, vendor, PM interval, and part details all improve the result.

After the import

The result stays grouped under its import so you can find what it added. Spot-check assets, resolve any failed rows, add meters or PM schedules where needed, and print QR labels only after the records are trustworthy. Label placement and scanning are covered in scanning assets; other ways to move data in and out are in import and export.