How do I import Asset Types from a CSV file?

Import Asset Types from a CSV file so your existing list of types and subtypes is ready in the Asset Register without creating each one manually.

At a glance

For	Company administrators
Platform	Web Portal
Applies to	All regions
Time to Read	About 3 minutes
You’ll learn how to	• Download and fill in the import template. • Import top-level types and subtypes together. • Check your import results.

Before you begin

Make sure you:

Have permission to manage Assets.
Agree on your naming convention — see What are asset types and subtypes?

Step-by-step guide

1. Open the import tool

Go to Asset Types in the Web Portal, then select Import.

2. Download the template

Select Download CSV Template for a correctly formatted starter file.

3. Fill in your rows

Asset Type Name is required. Leave Parent Asset Type Name blank for a top-level type, or enter the parent's name to create a subtype — it's created automatically if it doesn't exist yet.

4. Upload and map your columns

Select Select & Upload CSV File, map your columns, then select Import Asset Types.

Result

You'll know the import is complete when you receive an email with the results. Imported types and subtypes then appear in the Asset Types list.

Note

Existing names are matched case-insensitively, so re-importing the same file won't create duplicates — a match to an archived type restores it instead.

Next recommended step

Add or import the assets that will use these types.

Next article: How do I add an asset?