Create Assets with Asset Batch Import

Learn how to create Assets using a CSV file template.

Overview

Importing a CSV file   with Assets can streamline your Asset creation process.

Create Assets with Asset Batch Import

You can create Assets by uploading a correctly formatted CSV file to Asset Tracking.

To create an Asset with Asset Batch Import:

1. From the Home screen, select + CREATE.
   
   
2. Choose Asset Batch Import.
3. Select DOWNLOAD TEMPLATE.
4. Complete the template.
   
   The template is organized into six columns:

• type.name
  The name of the Asset Model Type. For example, Toyota.

• name
  The name of the Asset. For example, vehicle.

• barcode
  The barcode of the Asset. For example, 12345678.

• description
  The description of the Asset. For example, site vehicle.

• status
  The status of the Asset. There are three possible statuses:

• Active

• Pending

• Inactive

• serialNumber
  The serial number of the Asset. For example, 12345678.

1. Select Select a CSV file.
2. Locate the file on your device and select Open.
3. Select UPLOAD.
   > Your CSV file must not be more than 2000 rows. 

Your Assets are now available in the Asset area.

 Troubleshoot Status import errors

If your Asset import is rejected and your file includes values like "active" in the status column, the issue is likely due to case sensitivity. The importer expects Status values in all capitals (for example, ACTIVE, PENDING, INACTIVE). Updating the Status values to uppercase typically resolves the error.

Symptoms you might see

• The import will not complete or rows are skipped.
• An error mentions Assets not being allowed to import or references a row with a Status value like "active".

Root cause

• The status field is case-sensitive and must match an allowed value exactly. Using lowercase or mixed case (for example, "active", "Active") will cause validation to fail.

How to fix

1. Open your import file (CSV or spreadsheet).
2. Locate the status column header. Ensure it is exactly "status" (no extra spaces).
3. Convert all Status values to the required uppercase form. Examples: change "active" to "ACTIVE", "pending" to "PENDING", "inactive" to "INACTIVE".
4. Remove any leading/trailing spaces from Status values (for example, " ACTIVE " → "ACTIVE").
5. Save the file as CSV (UTF-8) and retry the import.

Tips to get the exact allowed values

• Download the latest import template from the app; it lists the permitted Status values in the required format.
• If your workspace allows different statuses, confirm the exact spelling and casing in your admin/Asset settings or by exporting a sample Asset to see the expected value.

Quick example correction
Before: Status = active
After: Status = ACTIVE

Prevent future errors

• Use data validation (picklists) in your spreadsheet so Status can only be chosen from the allowed uppercase values.
• Start from the official import template to ensure column names and formats are correct.
• Test with a small sample (1–5 rows) before importing a large file.

If the import still fails

• Re-check for hidden spaces or trailing characters in the Status field.
• Confirm that other required fields reference existing records and are in the correct format.
• Export one existing Asset to compare field names and values.
• Contact support with: your import file (a few sample rows), the exact error message, and a screenshot of your column headers and one failing row.