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Import

  • Asset team
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1 min read · Asset Management 1.0.0

Bring an existing register from Excel: save as CSV and drop it in. The delimiter is detected, columns are recognised by name and synonyms (including custom-field labels), dates and amounts are parsed in your format, types, statuses and locations match by name, and duplicates inside the file are reported. Every row is validated before anything is written; existing assets (same tag or serial) are skipped or updated; people are assigned by email without notifications. A result and error report downloads at the end.

Capture: Import page — dropped CSV, recognised columns, row validation results.
Import. Validate-first CSV import with update-by-tag-or-serial and an error report.
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