Import Assets from CSV
Valid rows create assets in the current organization and the import summary reports inserted and skipped rows.
On this page
Upload a spreadsheet, map its columns to OrbitEquip fields, review validation, and import assets.
Before you start
Role needed: Owner or Admin. Ask an Owner if an action is unavailable.
Plan needed: This task is available on Free. Existing records may remain available after a downgrade; see the plan guide for details.
Prepare a CSV with a header row
Use a comma-separated file with a header row. Include a value for Name on each row. Optional fields can include Category, Location, Status, Notes, Serial Number, and Existing Barcode.
Open Import and choose the file
From Assets, select Import. In the Import Assets screen, choose the CSV file and wait for OrbitEquip to read its columns.
Map source columns
For each source column, select the OrbitEquip field it represents, or choose Do not import. Check that Name maps to the tool-name column and that Existing Barcode is not mapped to Serial Number.
Review and import
Review validation messages and the number of rows selected for import, then choose Import. The final screen reports how many rows were inserted and skipped.
Tips
Keep in mind
Troubleshooting
Some rows are skipped or have validation errors.
Check: Review the import summary and each row's validation message.
Fix: Correct the source CSV, map fields again, and import only the rows that should create assets.
Open related guideStill stuck? Contact OrbitEquip support.