Import & Update assets using Excel (advanced)

Overview

How do I import and update assets using an Excel file in CxPlanner?

Importing assets from Excel allows you to quickly create or update large amounts of asset data in your project. You can use this feature to both add new assets and update existing ones using a structured Excel or CSV file.

When and why to use this

Use Excel import when you need to efficiently manage large datasets.

• When adding many assets at once instead of creating them manually
• When importing data from external systems such as ERP or BIM
• When updating multiple assets in bulk
• When standardizing asset data across a project

Key considerations:

• Only Asset ID and Asset Type are required for import
• The first row in your Excel file must contain column headers
• Custom column names require manual mapping during import
• Large files may take a few seconds to process

How to - step by step

Import new assets from Excel

1. Go to your Project Dashboard.
2. Navigate to Asset Overview.
3. Click Options.
4. Select Import.
5. Click Choose file and upload your Excel or CSV file.
6. Map your Excel columns to CxPlanner fields.
7. Ensure required fields are mapped correctly:

• Asset ID → ID
• Asset Type → Type

8. Map optional fields such as Name, Description, Manufacturer, and Model.
9. If column names do not match automatically, manually select the correct fields.
10. Review the data in the preview, make any necessary adjustments and click Add all to import the assets.

Update existing assets using Excel (Bulk Update)

1. Go to Asset Overview.
2. Click Options.
3. Select Bulk Update.
4. Download the Excel or CSV template.
5. Open the file and update the relevant fields. (Do not change system identifiers.)
6. Modify only the fields you want to update and upload it again via Choose file.
7. Verify the mapping and preview and click Add all to apply the updates.

Alternative: Update directly in the platform

1. Go to Asset Overview.
2. Select multiple assets.
3. Click Edit.
4. Apply changes to all selected assets.

Behavior and results

Import behavior

The system attempts to automatically map columns where names match CxPlanner fields. Unrecognized columns must be mapped manually. All data is validated before the final import.

Required vs optional fields

Bulk update behavior

Existing assets are matched using internal IDs. Only updated fields are changed, ensuring data integrity during the upload.

Troubleshooting

Quick facts

• Requires: Manager or higher
• Location: Asset Overview → Options → Import / Bulk Update
• Affects: Asset data, project structure, reporting

Updated on: 03/30/2026