Bulk Create Assets via Excel

You can import multiple assets simultaneously, at both the company and project levels by uploading a prepared Excel file in .xls or .xlsx formats. This feature is designed to streamline large scale asset creation and ensure consistent data entry.

To create new assets in bulk:

1. Navigate to the Assets tool at either the Company or Project level.

2. Click on the Import button dropdown. Select Import From Excel from the shortcut menu. This opens the bulk import page.

3. Choose the Create New option and select a template format from either the By Fieldset or By Asset Type tabs.

   • By Fieldset – Download a template containing all default and custom fields configured within the selected fieldset. The Asset Type column will contain all asset types associated with that fieldset.

   • By Asset Type – Download a template containing all default and custom fields configured for the selected asset type and its assigned fieldset.

4. Fill in the Excel file and click Attach File to upload or you can drag and drop the completed template. Only one file can be uploaded at a time.

5. Once the file is uploaded, a Job Status pop-up will appear to show import progress. You can minimize this pop-up, and it will remain available until closed manually.

Note:

• Imported assets appear in both Project level and Company level Assets after processing.

• All Asset creation actions are recorded in the asset’s Change History for audit purposes.

• The following field types are currently not supported in Excel import and are excluded from the import templates: Project Directory User (Single Select), Project Directory User (Multi Select), Tool User (Single Select), and Company fields.

Import Results

When the import process is complete, the Job Status pop-up displays:

• The number of successfully imported assets.

• The number of failed entries.

If any entries fail, you can download an error file listing all failed rows, with an Error Reason explaining the specific issue for each entry.

Concurrent Imports

1. Users may continue adding assets manually even while an import is running. If an asset code conflicts with a code being processed, a validation error will appear.

2. Multiple Excel imports can run at the same time. When duplicate codes appear across files, the first version processed is accepted; others are flagged.