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# Import and update assets using CSV 

## Overview: import and update assets from CSV

CSV import in **Asset Overview** lets you add many assets at once or export, edit, and re-import existing asset data, which is used for bulk import of equipment lists and ongoing mass updates.

For advanced Excel mapping, see [Import and update assets with Excel (advanced)](https://help.cxplanner.com/en-us/article/import-update-assets-using-excel-advanced-b039qt/).

* Your role must be **Manager** or higher.
* You can find the menu at Project - **Asset Overview**.
* This changes the asset list and field values in the project.

|| Only users with the project role **Manager** or higher can perform these actions.

|| If the import file looks strange in Excel, switch the delimiter between comma and semicolon.

Asset types must exist before import. Add them under **Types: Assets** if needed.

## Requirements for CSV import and update

| Requirement | Description |
| ---- |
| Project role | Manager or higher |
| File format | CSV |
| Delimiter | Comma for US, semicolon for Europe/Asia |
| New assets | Asset types must already exist |
| Updates | Keep original asset IDs intact |

## How to import and update assets from CSV

### Video guide

${frame}[Import assets from CSV](https://www.loom.com/embed/91bf0c0af18f4e79aaf98fc5f6af6549)

### Add one new asset

1. Open your project from the dashboard.
2. Go to **Asset Overview**.
3. Generate a unique tag.
4. Select the asset type, for example ATS, BMS, or Chiller.
5. Save the asset.

### Import many new assets

1. Confirm asset types exist under **Types: Assets**.
2. Download the import template and choose the delimiter.
3. Fill in required data: Tag and Asset type. Asset type must match an existing type.
4. Upload the file in **Asset Overview**.

### Update existing assets

1. Export the current asset list as CSV from **Asset Overview**.
2. Edit the CSV. Keep original asset IDs intact.
3. Re-import the edited CSV.
4. Review the assets to confirm the updates.

## Results: CSV import behavior and permissions

| Role | Can import assets | Can update assets |
| ---- |
| Admin | Yes | Yes |
| Manager | Yes | Yes |
| Consultant | No | No |
| Designer | No | No |
| Contractor | No | No |
| Viewer | No | No |

* Importing adds new records with the chosen type and tag.
* Updating replaces mapped fields without changing the asset ID.

## Troubleshooting: CSV import and update

| Problem | Cause | Solution |
| ---- |
| CSV not uploading | Delimiter does not match the file | Switch between comma and semicolon, then upload again |
| Missing asset data | Template incomplete | Re-download the template and fill required fields |
| Cannot access Asset Overview actions | Project role is below Manager | Ask a project **Admin** to raise your role to **Manager** |
| Duplicate tags | Tag already exists in the project | Generate a new unique tag before import |
| Updates not applied | Asset IDs were changed or removed | Restore the original IDs in the CSV and re-import |