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Assets can be imported into Asset register using the Import CSV option. You can find this function on your client's Compliance > Asset register > Add asset > Import CSV.

Preparing to Import

Open the file using Microsoft Excel (or your preferred spreadsheet software) to check the format and amend according to the specifications.

We've created a template to help simplify the import process. Download this CSV Template file and open the file in your preferred spreadsheet software (e.g. Microsoft Excel). This template doesn't contain any data, so you can add your own.

While you don't need to complete all the fields for a successful import, make sure you don't delete any unused columns, or rename any column headings.