How to Import Assets


Create and update assets in Simpro Premium by importing asset lists into sites according to their asset type. When an asset list has been successfully imported, you can view the newly created assets in their relevant sites in Utilities A screenshot of a schedule icon with a grey calendar icon and an arrow. > Customer Assets. To export assets in bulk, see How to Export Assets.

You can create and maintain asset lists according to their asset type in spreadsheets saved as CSV, TXT or ZIP files. You can also separate these files by site and service start date if required.

Asset types, including their custom fields and relevant contracts, as well as sites must first be created in Simpro Premium prior to importing the relevant assets. See How to Create Asset Types.