Import and Export Assets

Importing and exporting Assets makes it easier for business' to manage their assets lists on the Assuredly platform.

How to Import an Asset/s to your Asset list.

1. Select Assets found in the navigation panel.

2. Select import CSV found in the top right of the page.

3.  An 'Import Assets from CSV' box will now appear. This box has three functionalities:

You can download our recommended CSV template.

We recommended using this template as it has the correct file names needed to accurately import into the platform.

Asset Category codes

It is important that when categorising an asset, you choose one of the categories show below and use that exact code format.

Choose file for import

This is the function that allows you to upload the CSV file to the platform.

Note: If you are creating your own excel document you need to save it as a CSV and the column names must be Asset Name, Category, Description, Alias, Owner.

Export your current Asset list to a CSV

1.      Select export CSV found in the top right of the bpage.

2.      An excel document will begin downloading. Open that and all the assets you currently have in the Asset list will appear.

 Note: When exporting a CSV you will notice that the excel document includes an id category. You can ignore this.