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).

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

Add one new asset

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

Import many new assets

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

Update existing assets

Export the current asset list as CSV from Asset Overview.
Edit the CSV. Keep original asset IDs intact.
Re-import the edited CSV.
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

Updated on: 07/31/2026

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