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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. In addition, make sure you have asset types created in your organization before adding assets.

Add an asset

  1. Log in to the web app.

  2. Select Assets cube iconAssets from the menu on the left-hand side.

  3. Click Plus iconAdd asset on the upper-right of the page.

  4. On this page, enter the details of your asset. At a minimum, you must provide the "Unique ID" and "Type" for the asset.

  5. You can select from the predefined list of asset types or create your own by typing into the field and clicking "Create new type".

  6. Once you've selected the "Type", you'll have the option to enter additional details on the right-hand side or create new custom fields by clicking Add field. Any custom field you create automatically links to all assets of that type. Add an asset via the web app.

  7. Once you're ready, click Create.

  1. Open the mobile app.

  2. Tap Assets gallery view iconMore at the lower-right corner of your screen.

  3. Select Assets cube iconAssets from the list of options.

  4. Tap image at the upper-right of your screen.

  5. On this screen, enter the details of your asset. At a minimum, you must provide the "Unique ID" and "Type" for the asset.

  6. 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

  1. Log in to the web app.

  2. Select Assets cube iconAssets from the menu on the left-hand side.

  3. Click Plus iconAdd asset on the upper-right of the page and select Bulk upload CSV iconBulk upload (CSV).

  4. Click Download CSV template.

  5. 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.

  6. 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.

  7. Once you're ready, your CSV should look something like the following example: Add or edit assets in bulk using the CSV template via the web app.

  8. Go back to the web app and click Continue.

  9. Upload your CSV. If there are errors, resolve each error, then click Re-upload and try again.

  10. Click Continue at the bottom of the page.

  11. To add more assets in bulk, click Upload another CSV file or click Finish on the lower-right of the page.

  1. Log in to the web app.

  2. Select Assets cube iconAssets from the menu on the left-hand side.

  3. Click Plus iconAdd asset on the upper-right of the page and select Puzzle piece icon.Integrate from other system.

  4. 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: Site IDs must be from the lowest site levels in your organization only.

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