CSV Import (Assets)

CSV import is the fastest way to move from spreadsheets to a clean, usable register.

Where it lives

Open Assets → Import (/assets/upload).

Required fields

You must map these fields:

• name
• category

Optional fields

• status
• location (optional when an asset is not yet physically located)
• description
• assignedTo (assignee email)
• custom fields (you can map columns to custom fields)

CSV format rules

• One asset per row
• Comma-separated
• Wrap values in "quotes" if they contain commas or line breaks
• Escape quotes using ""

Example (header + one row):

Name,Category,Location,Status,Description,Assigned To
Laptop,Electronics,Office A,in_stock,Company issued,jane@company.com

Column mapping (how the UI works)

After uploading a file, you:

1. Choose whether the file has a header row
2. Map each CSV column to a field (or “Ignore” it)
3. Submit an import job

Imports are processed asynchronously; the UI notifies you when complete.

After import, review a few sample assets in Asset Audit History to confirm assignments, status, and other mapped values were recorded as expected.

Common issues

• Category/location values don’t match existing records
  • Fix: create missing categories/locations first, or normalize naming in the CSV
  • For nested locations, use the displayed breadcrumb to choose the intended node before importing.
• Assignee email doesn’t match a person
  • Fix: import people first, then re-import assets with assignments

Related docs

• Assets
• Asset Audit History
• CSV Import (People)
• Custom Fields