How to Import
Follow these steps to bulk import assessments
1
Download the template
Get a CSV template to format your data correctly
2
Fill in your data
Add asset tags and technician names to the CSV file
3
Upload your file
Select your completed CSV file to import all records
Upload CSV File
Supported format: CSV with Asset Tag and Technician Name columns
Click to upload or drag and drop
CSV file only
CSV Format Requirements
Asset Tag,Technician Name
ASSET-001,John Smith
ASSET-002,Jane Doe
ASSET-003,Bob Johnson
- • First row must be the header: "Asset Tag,Technician Name"
- • Asset tags will be converted to uppercase automatically
- • Technician names will be trimmed of whitespace
- • Rows with missing data will be skipped
- • Maximum file size: 50MB (supports 1M+ records)