Import & Export

Assets can be bulk imported or exported using CSV files. This is useful for initial setup, integration with other systems, or performing bulk edits.

CSV Structure

Each row in the CSV represents a single asset. The following fields are recognized:

Field	Required	Description
name	Required	The display name of the asset (e.g., AHU-1).
type	Required	The asset type (see Asset Types).
id	Optional	The system identifier of the asset. If provided, import will attempt to merge with an existing asset. If omitted, a new asset is created.

In addition to these, any asset property may be included using its actual property name (see Asset Properties). For example, you might add model or installation_date.

Import Behavior

• Merge — If an id is provided and a matching asset exists, the row’s properties are merged into the existing record. Properties not listed remain unchanged.

• Add Asset — If no id is provided, the row is added as a new asset.

• Validation — name and type are required on every row. If import validation fails, no data will be added or updated. All errors are reported so they can be corrected and the import retried.

Export

Export produces a CSV with all defined assets, including:

• id, name, and type
• Any additional properties defined for each asset

This export can be used as a template for re-importing updates.