Please follow the steps below to successfully import a CSV file.
1. The CSV file needs to have headers; four of them need to map over to the fields required, which are name, manufacturer, type, and status. You can map over additional fields that are part of the standard field set for the other assets section, they just can’t be custom fields.
2. Custom fields cannot be importable through CSV (example: a field that is not standard in Samanage).
To prevent import errors, some data included in your file must be in a certain format and may need to already exist in your Samanage account. Below is an overview of requirements for the relevant fields.
Asset Status - Your value(s) for asset status must be one the values listed among the asset status drop down list in the application.
Owner - Your value for owner needs to be a email of an existing user under Setup -> Users.
User - Your value for owner needs to be a email of an existing user under Setup -> Users.
Site and Department - Your value(s) for site and department must be existing values under Setup -> Organization
3. In addition to the required four fields (Name, Manufacturer, Asset Type, Asset Status), you can import the following fields for other assets:
- Serial Number
- Asset ID
- Tag List
In order to import a CSV file, please follow the instructions below:
Go to Inventory and Click on Other Assets
On the right side of the screen, click on Import to import the CSV file.
Choose the file you wish to import by clicking Choose File.
After you have imported the CSV file, you will need to map the fields as you can see in the picture below. Above the Columns Mapping section, you will see a preview of the CSV file. After you have mapped the fields, click the Import button. If you wish to attach the owners or users, please use their email address. This email address must belong to an existing Samanage account.
Note: There is no unique identifier for other assets when importing via csv. If you receive errors you will want to either delete all the other assets that imported from Samanage, fix the errors in the csv and then re-import. The second option is to delete all the lines in the csv that imported correctly, fix the errors on the csv and then re-import. If you do not perform either option you could import duplicates.
Note: This is the same process for importing other CSV files into Samanage although the required fields may differ.
We have provided you a CSV template for importing other assets into Samanage: