Import assets from Excel into your project (easy)

Overview

How do I import assets from an Excel file into my project?

Importing assets from Excel is a fast and structured way to add large amounts of data to your project in CxPlanner. It allows you to upload existing asset lists or set up a new asset-based project without creating everything manually.

When and why to use this

Use Excel import when working with many assets and you need a scalable setup.

• When you already have an asset list in Excel
• When starting a new project with many assets
• When you want to avoid manual asset creation
• The system automatically maps columns to CxPlanner fields
• New asset types can be created during import
• Requires correct column headers in your file

How to - step by step

Start the import

1. Go to Project Dashboard
2. Navigate to Asset Overview
3. Click on Options
4. Select Import Assets

Upload your file

1. Click Choose File
2. Upload your Excel or CSV file

Map columns

1. Review the automatic mapping
2. Ensure all columns are correctly matched
3. Adjust mapping manually if needed

Examples:

• “ModelType” → Model
• “MyName” → Name

4. Click OK when mapping is complete

Review data before import

1. Review the quality control overview
2. Check values and column accuracy
3. Make adjustments if needed
4. Click Add All to proceed

Handle new asset types

1. If new types are detected (e.g. Generator, CRAC)
2. Confirm creation by clicking Yes
3. Optionally add more details
4. Continue the import

Video guide:

Behavior and results

After completing the import:

• Assets appear in Asset Overview
• All mapped fields are populated automatically
• Newly created asset types become available in the project

File requirements

Mapping logic

Troubleshooting

Updated on: 03/30/2026