Import assets from a spreadsheet

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

1. 1Step 1: Open Assets, then Import.
2. 2Step 2: Under 1. Choose the file, choose a CSV or Excel (.xlsx) file and select Read the columns.
3. 3Step 3: Under 2. Match the columns, check what each column is (or Ignore this column). A name is required.
4. 4Step 4: Tick Add categories that don't exist yet if you want new categories made at the top level.
5. 5Step 5: Select Check every line (nothing is saved).
6. 6Step 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.