Sync Assets from CSV

Syncing Assets with CSV
Example CSV

Note - Syncing with CSV will import new assets, update existing assets, and remove assets that no longer exist.

Syncing Assets with CSV

1. Open a WorkplaceManagement project.

2. Open the Sidebar Menu and go to Tools > Project > Import

3. Under the Assets heading, select Sync with CSV.

4. Select a CSV file from the system dialog.

5. On the resulting screen, use the dropdowns on the left to map WorkplaceManagement fields to CSV fields. You'll see a preview of the data available from the CSV file on the right.

6. Select Save to finalize your selections and then select Sync to initiate the process.

Note - key is a required field and must be mapped to a column containing unique values, such as asset id. The key will be used in subsequent syncs to determine if a record exists, or needs to be updated.

Example CSV
The column headings in the CSV do not need to perfectly match the names of WorkplaceManagement fields, but doing so will enable automatic matching and save time. You can ignore columns in the CSV by assigning them a blank value in the dropdown.

Example link (export as CSV): http://workplacemanagement.isimsoftware.com/docs/CSV%20Asset%20Template.xlsx