Import Assets

How to Import Assets

Overview

Create and update assets in simPRO 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 > Customer 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 prior to importing the relevant assets. See MP Asset Types or Asset Types.