Bulk uploading assets

If you have many assets to add at once, upload them from a spreadsheet instead of adding them one by one. You can import up to 170 assets per file.

1. Asset Management — Open the Asset Management group in the menu.

2. All Assets — Then choose All Assets.

3. Bulk Upload — Click Bulk Upload at the top right of the list.

4. Download Template — Click Download Template — a spreadsheet with the required columns downloads.

5. Choose a file — Pick the CSV or XLSX you filled in (up to 170 rows).

6. Upload — Import the file. The result panel shows how many rows imported and lists any errors.

Steps

1. In the left menu, open Asset Management → All Assets.
2. Click Bulk Upload at the top right. A panel slides in from the right.
3. Under Step 1 — Download the template, click Download Template. This downloads a spreadsheet with the columns you need to fill in.
4. Open the template and add one row per asset. The columns are: name, category, serial_number, asset_tag, brand, model, status, condition, purchase_date, purchase_price, warranty_expiry, and notes.
   • name and category are required on every row.
   • category must exactly match the name of an existing asset category.
   • Dates use the format YYYY-MM-DD (for example, 2025-04-01).
   • status must be one of the allowed asset statuses, and condition one of: new, good, fair, poor, damaged.
5. Save the file as CSV or XLSX.
6. Back in the panel, under Step 2 — Choose a file, click the file picker and select your file. The selected file name appears below it.
7. Click Upload.
8. Review the result message. It shows how many rows were imported. If any rows failed, an Errors table lists each row number and what went wrong — fix those rows in your file and upload again.
9. Click Close when you're done.

Tips

• The template includes one example row so you can see the expected format for dates, prices, and the status and condition values.
• Accessories are not part of bulk upload. Add them from each asset's details page after the import — see An asset's details.
• Rows that import successfully are added even if other rows in the same file fail, so you only need to re-upload the rows you fixed.

Troubleshooting

• "Category '...' not found" — the category name in that row doesn't match any existing category. Create the category first (see Asset categories) or correct the spelling.
• A date or price error — make sure dates are written as YYYY-MM-DD and prices are plain numbers (for example, 85000.00).
• "Maximum 170 rows allowed" — split your data into smaller files and upload them one at a time.