Import & Export

Sources 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 source. The following fields are recognized:

Field	Required	Description
name	Required	The display name of the source (e.g., ECB-600-1).
type	Required	The protocol type (see Source Types). Cannot be changed once set.
addr	Required	The protocol address of the device (e.g., 10.0.1.1:47808).
id	Optional	The system identifier of the source. If provided, import will attempt to merge with an existing source. If omitted, a new source is created.
enabled	Optional	true or false. Defaults to true.
source_map_id	Optional	The source map to bind this source to.
node	Optional	The edge node serial number servicing this source.
credential	Optional	The name of the credential used to connect.
parent_asset_id	Optional	The asset this source belongs to.
target_poll_freq	Optional	How often to poll the device (e.g., 30sec). Defaults to 30sec.
trend_interval	Optional	Trend rollup interval (e.g., 15min). Defaults to 15min.
device_id	Optional	Protocol device instance id.
vendor	Optional	Device vendor.
model	Optional	Device model.
version	Optional	Device version.
firmware	Optional	Device firmware version.
desc	Optional	Description of the source.

Example:

name, type, addr, source_map_id, node
ECB-600-1, bacnet, 10.0.1.1:47808, sm.1, NA00000000V1
ECB-600-2, bacnet, 10.0.1.2:47808, sm.1, NA00000000V1

Referencing Nodes and Credentials

Most references use the system identifier of the record — sm.1 for a source map, a.4 for an asset. Nodes and credentials are the exception:

• node is matched by serial number, the value printed on the node and shown in the dashboard.

• credential is matched by name, as shown in Project Settings.

Import Behavior

• Merge — If an id is provided and a matching source exists, the row’s fields are merged into the existing record. Fields not listed remain unchanged. type cannot be changed on an existing source.

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

• Validation — name, type, and addr are required when adding. 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 sources, including their identifiers, device metadata, and binding to a source map and edge node. This export can be used as a template for re-importing updates.