- Using SafetyCulture
- Assets
- Add assets
Add assets
Learn how to add assets via the web app and the mobile app.
We understand that asset management is an important part of almost every business. From buckets to bulldozers, tracking everything that's happened with an asset allows you to stay on top of your game.
With the power of SafetyCulture (formerly iAuditor), you can import all your assets and track activities, such as inspections, for each asset from a single source of truth.
What you'll need
Take note
Once you've added assets to your organization, you can add the asset question to your templates and start tracking inspection activities.
Make sure you have asset types created in your organization before adding assets.
Add an asset
Select
Assets from the menu on the left-hand side.Click
Add asset on the upper-right of the page.On this page, enter the details of your asset. At a minimum, you must provide the "Unique ID" and "Type" for the asset.
You can select from the predefined list of asset types or create your own by typing into the field and clicking "Create new type".
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.
Once you're ready, click Create.
You can't create new asset types or edit asset fields when adding assets via the mobile app. If you need to create new asset types or edit asset fields, please use the web app instead.
Open the mobile app.
Tap More at the lower-right corner of your screen.
Select
Assets from the list of options.Tap
at the upper-right of your screen.On this screen, enter the details of your asset. At a minimum, you must provide the "Unique ID" and "Type" for the asset.
Once you're ready, tap Save at the upper-right of your screen.
Add assets in bulk
You can only add assets in bulk via the web app, one asset type at a time.
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 upper-right of the page.
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 "USD 1200.95".
Troubleshooting
If you receive an error message when you add 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.
Frequently asked questions
No, adding assets to sites via CSV upload is currently not supported. If you need to add multiple assets to a site, you can add them to SafetyCulture first, then add them to sites in bulk via the web app.
No, bulk editing assets via CSV upload is currently not supported. If this is an important functionality for you, please let us know by providing your feedback.
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