Import assets from a spreadsheet
Upload your CSV or Excel register. iComply matches the columns, checks every line and lists any problems before anything is saved.
1 min readLast updated
Applies to: Assets & Plant · Administrator, Safety officer (HSEQ)
Bring in the register you already have. Nothing is saved until you've seen the result of every line.
Before you start
Only people who manage every asset can import: admins and, for builders and other businesses, safety officers. The first row of the file must be the column names.
How to import
- Step 1: Open Assets, then Import.
- Step 2: Under 1. Choose the file, choose a CSV or Excel (.xlsx) file and select Read the columns.
- Step 3: Under 2. Match the columns, check what each column is (or Ignore this column). A name is required.
- Step 4: Tick Add categories that don't exist yet if you want new categories made at the top level.
- Step 5: Select Check every line (nothing is saved).
- Step 6: Under 3. Check the preview, read each line's result. Fix your file and start again, or select Import to bring in the lines that are ready.
Common problems
- An asset number already used in the file or the register.
- An unknown category (unless you tick the box) or status.
- A date that isn't DD/MM/YYYY, YYYY-MM-DD or an Excel date, or an amount that isn't a number.
- Builders' sites and people are matched by name.
Limits
- Up to 1,000 assets and 5 MB a file. Only the first sheet of an Excel file is read.
- Up to 30 imports an hour. Every import is in the audit log.