Import Assets
Manage all asset-related records in bulk through structured CSV templates — including facilities, locations, spaces, equipment, parameters, and custom fields.
Overview
This module allows administrators to import, update, and delete assets and their related components efficiently. Each operation relies on a designated CSV template with defined column headers and expected values.
Supported Asset Entities
| Entity | Import | Update | Delete |
|---|---|---|---|
| Facilities | Yes | Yes | No |
| Locations | Yes | Yes | No |
| Spaces | Yes | Yes | No |
| Subspaces | Yes | Yes | No |
| Equipment | Yes | Yes | No |
| Parameters | Yes | Yes | Yes |
| Custom Fields | No | No | Yes |
Note: Each CSV file must follow the required format and file naming convention (e.g.,
Facilitrol-X_Import_(Asset-Type).csv). Prefixes and suffixes are allowed as long as the key structure is present.
Tips for Successful Import
- Always use the latest provided template for your asset type
- Ensure required fields (marked with
*) are filled in correctly - Use correct namespaces and reference identifiers to link records
- Follow correct date and number formats
- For deletion templates, double-check the
keyorparameterto be removed
Template Naming Guidelines
All templates should include the relevant keyword in their filenames:
| Operation | File Name Example |
|---|---|
| Import | Facilitrol-X_Import_(Asset-Facility).csv |
| Update | Facilitrol-X_Import_Update_(Asset-Equipment).csv |
| Delete | Facilitrol-X_Import_Delete_(Asset-Parameter).csv |
Navigate through each section in the sidebar to find the specific documentation for importing, updating, or deleting the asset type you need to manage.