Easily import assets in bulk by filling out the template with all key details - including custom fields. It saves time, reduces errors, and ensures accurate, complete records for your company’s assets.
🧾 Prepare your template for assets import
Download the sample file to your computer for reference. (This file is for structure only.)
Add column names that match your platform’s fields.
Fill in the template with position data:
ID: A unique identifier for the asset. Can be text or a number (e.g.,
id2).Name: The name of the asset (e.g.,
Laptop Dell XPS 15).Serial number: The asset’s serial number, using alphanumeric characters (e.g.,
SN12345678).Category: The category this asset belongs to (e.g.,
Laptops).Location: The physical location of the asset (e.g.,
Berlin).Department: The department that owns the asset (e.g.,
Development).Division: The division the asset is assigned to (e.g.,
Europe).Price: The cost of the asset as a number (e.g.,
1500).Currency: The currency code for the asset price (e.g.,
USD).Warranty: The warranty expiration date. Make sure the format matches the one defined in your company settings (e.g.,
2024-06-01).Description: Any additional details about the asset (e.g.,
15-inch laptop, 16GB RAM).
💡 Optional fields can be left blank or removed from the template.
💡 If you save the file in CSV format, it is important to select the comma separator format.
Custom fields for assets
Custom fields let you capture additional information about your company’s assets. These fields are fully customizable and can include details like:
Year of manufacture
Date of purchase
Asset condition (e.g., New, Used, Needs repair)
How to use custom fields in imports:
Go to Settings → Core HR → Asset fields.
Create or edit a custom field. When editing, you’ll see the field’s Internal name — copy this.
3. Paste the internal name as a column header in your import template.
4. Upload the template. The system will automatically map the data to the correct custom fields in each asset record.
More about creating custom fields in the system read here.
📤 Import the data
Do not see the Settings or Import section? Perhaps you do not have access to it. 🔒 Contact your system administrator to find out more.
Go to Settings > Import.
Select Assets as the import type.
3. Upload your completed template.
4. Ensure all columns are auto-mapped correctly. Manually map any unmapped columns.
5. Preview your data, then click Import to complete the process.
✅ The system will automatically validate each row. Invalid or missing values will be highlighted in red. Update your file and re-import if needed.
📊 Track your import history
Go to Import history to view your past imports.
See how many records were imported, updated, or resulted in errors.
Click on any import log entry to view detailed error messages and resolve issues quickly.
