Importing Assets from CSV

Importing Assets from CSV

For projects with many assets, importing from a CSV file is much faster than adding them one by one.

Preparing Your CSV File

Your CSV file should include columns for asset information. At minimum, include:

• Name or ID: Unique identifier for each asset
• Address: Street address for geocoding

Optional columns can include:

• Latitude and Longitude (if you have exact coordinates)
• Asset Type
• Description or Notes
• Status
• Custom fields

CSV Format Example

name,address,city,state,zip,type,notes
Asset001,"123 Main St",Springfield,IL,62701,Building,Annual inspection
Asset002,"456 Oak Ave",Springfield,IL,62702,Tower,Height: 100ft
Asset003,"789 Pine Rd",Springfield,IL,62703,Pipeline,Section 3

Importing Steps

1. Open your project
2. Click "Import" or "Import CSV"
3. Select your CSV file
4. Map your CSV columns to asset fields:
   • Match "name" to "Asset Name"
   • Match "address" to "Street Address"
   • Continue for all columns
5. Preview the import to check for errors
6. Click "Import Assets"

After Import

The system will automatically geocode addresses to get GPS coordinates. Review the imported assets on the map to verify locations are correct.

Fixing Import Errors

If some assets fail to import, you'll see an error report. Common issues include:

• Invalid addresses that can't be geocoded
• Duplicate asset names
• Missing required fields