- Using SafetyCulture
- Assets
- Add assets
Add assets
Learn how to add assets via the web app and the mobile app.
What are assets?
Assets are physical objects you can add to the SafetyCulture platform. You can input key asset details like unique IDs, asset types, associated sites, rich media, documentation, or other custom fields you choose. Adding assets to your organization enables your team to perform scheduled inspections and create actions that revolve around your assets.
Plus, you can view a complete history of activity directly from each asset’s profile. Through integrations, you can also connect SafetyCulture with your existing asset management system to create a centralized repository for your asset information.
Once you've added assets to your organization, you can add the asset question to your templates and start tracking inspection activities.
You can create custom fields to record additional details for each asset type you create in your organization.
Add an asset
Select
Assets from the menu on the left-hand side.Click
Add asset on the upper-right of the page and select New asset. On this page, enter the asset details. Provide the required "Unique ID" and select the "Type" from the predefined list.
Once you select the "Type," additional fields will appear on the right-hand side of the page for you to enter more details.
Once you're ready, click Create.
Open the mobile app.
Tap
More at the lower-right corner of your screen.Select
Assets from the list of options.Tap
at the lower-right of your screen.On this screen, enter the asset details. Provide the required "Unique ID" and select the "Type" from the predefined list.
Once you select the "Type," additional fields will appear at the bottom of your screen for you to enter more details.
Once you're ready, tap Save at the upper-right of your screen.
You can only upload or edit assets in bulk using CSV via the web app, one asset type at a time.
Bulk upload assets
Select
Assets from the menu on the left-hand side.Click
Add asset on the upper-right of the page and select 
Bulk upload (CSV).Click Download CSV template.
In the pop-up window, click the dropdown menu and select the asset types you want to add assets for. Then, click Done, and click Download.
Open each asset type's CSV template and prepare your assets. You can refer to the "CSV guide" section in this article for guidance on preparing your CSV.
Once you're ready, your CSV should look something like the following example:
Go back to the web app and click Continue.
Upload your CSV. If there are errors, resolve each error, then click Re-upload and try again.
Click Continue at the bottom of the page.
To add more assets in bulk, click Upload another CSV file or click Finish on the lower-right of the page.
Select
Assets from the menu on the left-hand side.Click
Add asset on the upper-right of the page and select 
Integrate from other system.Select the asset management system that you would like to add assets from and follow the steps in the below articles to set up the integration accordingly:
CSV guide
Use the instructions on row 2 of each CSV file to guide your preparation. Once you're ready, delete row 2.
Fields
In each CSV template, each column, apart from the "Type" column, represents an asset field. Depending on a field's format (text, date, or currency), you'll need to format it correctly for a successful upload.
Please do not edit the column headers or add any new columns. If you need to create new fields for an asset type, please do so via the web app first, then download the CSV template again to prepare.
Date fields
Make sure each date is formatted the same way as your profile's date format. For example, if your profile's date format is set as "yyyy-MM-dd", then your dates in the CSV should use the same format such as "2021-02-21".
Depending on the app you use to prepare your CSV file, dates might be formatted automatically. Learn how to format date cells using Microsoft Excel to align with your profile's date format.
Currency fields
Make sure each value's currency is specified using ISO 4217 code without any comma dividers or special characters. For example, $1,200.95 in U.S. dollars should be entered as "1200.95 USD".
Site ID fields
Your sites are presented in a hierarchical structure. Make sure your site IDs are from the lowest site levels.
To get a site ID, you can view it from the Sites Details page. You can also download your organization's site list if you prefer.
Troubleshooting
If you receive an error message when you upload assets in bulk via CSV upload, it may be for a few reasons. We recommend that you check the following points for each field that returned an error:
Duplicate Unique ID: Each asset's "Unique ID" must be unique.
Incorrect formatting: Make sure the value you're mapping matches the supported format of the field. For example, a date field only accepts date formatting.
Missing asset type: Each asset must have a specified "Type".
Incorrectly formatted dates: Make sure each date is formatted the same way as your profile's date format.
Incorrectly formatted currency values: Make sure each currency is specified using ISO 4217 code and doesn't have comma dividers or special characters.
Invalid site ID provided: A Site ID is a unique string of numbers and letters that comes from the lowest site levels in your organization (for example, "39c2f508-e0c9-420d-b35f-31fae5f80542"). Meanwhile, a Site name is usually the name of a place or location relevant to your organization (for example, "Metropolitan Sydney"). To troubleshoot this error, make sure that you're using a SIte ID instead of a Site name.
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