Help Centre

If you are migrating from a spreadsheet-based asset register or another system, you can import multiple assets at once using a CSV file.

How to import assets

1. 1 Go to Dashboard → Assets.
2. 2 Click the Upload / Import button (the arrow icon next to the + button).
3. 3 Download the CSV template by clicking "Download template".
4. 4 Fill in the template with your asset data. Do not change column headers.
5. 5 Save the file as CSV (UTF-8 encoding).
6. 6 Click "Choose File" and select your completed CSV.
7. 7 Click Import. A preview of the first 5 rows is shown for review.
8. 8 Confirm the import. Assets are created immediately.

Required CSV columns

• name — Asset name (required, max 200 characters).
• type — One of: Database, Server, Application, Cloud Service, Physical Media, Other.
• classification — One of: Official, Official-Sensitive, Secret.
• contains_pid — true or false.
• contains_special_category — true or false.
• encryption_at_rest — true, false, or partial.
• encryption_in_transit — true, false, or partial.
• retention_period — Free text, e.g. "7 years".
• owner_email — Must match an existing Asset Owner email in your account.

Common import errors

• "Owner not found" — the email in the owner_email column does not match any Asset Owner. Add the owner first in Dashboard → Asset Owners, then re-import.
• "Invalid type value" — check the spelling of the type column exactly matches the allowed values.
• "File encoding error" — save your CSV as UTF-8 in Excel by choosing "CSV UTF-8 (Comma delimited)" from the Save As file type dropdown.
• Duplicate names — if an asset with the same name already exists, the import will skip that row. Rename duplicates before importing.