Bulk add or remove assets from sites via CSV

Learn how to add or remove assets from a site in bulk using CSV via the web app.

Why add assets to sites?

Adding assets to sites helps organize your list by grouping them under specific locations or projects. This makes it easier to manage assets at scale and quickly identify which ones belong to each site. It also improves your inspection process. When a site is selected in an inspection, your asset question will show relevant assets from that site first. You can add or remove assets from sites using the asset list or via CSV.

The asset list in an inspection after selecting a site via the web app.

What you'll need

Bulk add assets to a site via CSV

Log in to the web app.
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 at the bottom of the page.
In the pop-up window, select the asset types you want to add assets to. Then, click Done, and click Download.
Open each asset type's CSV template and prepare your assets according to the CSV guide section for adding assets.
Once you're ready, your CSV should look something like the following example:
In Prepare CSV, click Continue at the bottom of the page.
In Upload CSV, click or drag and drop your files.
If there are any errors, download the error report and resolve them.
Once you're ready, click Re-upload and upload your new CSV.
Click Continue at the bottom of the page.
In Create assets, click Upload another CSV file to add more assets or click Finish on the lower-right of the page.

CSV guide

Add multiple assets at once using the CSV templates for the asset types you selected. Ensure your columns and values match the required format to prevent errors.

Fields

Each row in your CSV file represents a new asset for your selected asset type. Use this table to understand what each column means, how to complete it, and which fields are required.

The column names must match the CSV template exactly. To add new asset detail fields, update the asset type via the web app first, then download a new template with those fields included.

Field	Description
Type (Required)	Enter the asset type selected when you downloaded the CSV template. This value must match an existing asset type in your organization. Each CSV should only include assets of that type.
Unique ID (Required)	Enter a unique identifier for each asset in your own organization. This value must be different for every asset.
Site ID	Enter the site ID where the asset should be assigned. Site IDs are unique strxings and differ from site names. For example, a site "Belmore" might have the site ID "39c2f508-e0c9-420d-b35f-31fae5f80542". You can find the site ID in the site profile or by downloading your organization's site list.
Display name	Enter the asset name as it's known to users in your organization.
Detail fields	Detail fields are customizable, optional, and dependent on what you have set up in an asset's type. Each one appears as a separate column in the CSV. You can create detail fields in the following formats: • Text: This field is for free-text entries such as operator names, plate numbers, or any other custom fields. • Date: Enter dates in the same format as your profile's date settings. For example, if your profile's date format is "yyyy-MM-dd", you should format your dates similarly, such as "2021-02-21". Depending on the app you use to prepare your CSV file, dates might be formatted automatically. • Currency: Enter currencies based on the ISO 4217 code, which excludes any commas or special characters. For example, "$1,200.95" in U.S. dollars should be entered as "1200.95 USD". • Single select: Enter one of the predefined options you have set for that field.

Troubleshooting tips

Before uploading your CSV file, check for incorrect formatting, missing values, and data mismatches. Use this list to understand common errors and how to fix them.

Duplicate unique ID: Each asset must have a unique ID. Make sure no two assets share the same unique ID.
Missing asset type: Every asset must include a type that matches the asset type selected when downloading the CSV template.
Invalid site ID provided: Site IDs are unique strings used to identify lowest site levels in your organization. Do not enter the site name in place of a site ID. If you plan to assign assets to sites, make sure to get the correct site IDs before uploading your CSV.
Incorrectly formatted dates: Make sure each date matches your profile's date format.
Incorrectly formatted currency values: Each currency must be based on the ISO 4217 code, which doesn't have commas or special characters.
Invalid select option name: Make sure the value you enter matches one of the predefined options for the single select field.
Access required: You may not have access to the asset. Check your access level or contact your administrator.

Bulk edit assets to add to a site via CSV

Log in to the web app.
Select Assets from the menu on the left-hand side.
Click on the upper-right of the assets list and select Edit assets in bulk.
Click Download existing assets on the lower-right of the page.
In the pop-up window, select the asset types of the assets you want to edit. Then, click Done, and click Download.
Open each asset type's CSV template and prepare your assets according to the CSV guide section for editing assets.
Once you're ready, your CSV should look something like the following example:
In Prepare CSV, click Continue at the bottom of the page.
In Upload CSV, click or drag and drop your files.
If there are any errors, download the error report and resolve them.
Once you're ready, click Re-upload and upload your new CSV.
Click Continue at the bottom of the page.
In Update assets, click Upload another CSV file to add more assets or click Finish on the lower-right of the page.

CSV guide

Edit multiple assets at once using the CSV templates for the asset types you selected. Ensure your columns and values match the required format to prevent errors.

Fields

Each row in your CSV file represents an existing asset for your selected asset type. Use this table to understand what each column means, how to complete it, and which fields are required.

The column names must match the CSV template exactly. To add new asset detail fields, update the asset type via the web app first, then download a new template with those fields included.

Field	Description
Internal ID	A unique identifier automatically generated in SafetyCulture after an asset is created. It helps track each asset in the system. Do not enter or edit this field.
Unique ID (Required)	Enter a unique identifier for each asset in your own organization. This value must be different for every asset.
Site ID	Enter the site ID where the asset should be assigned. Site IDs are unique strings and differ from site names. For example, a site "Belmore" might have the site ID "39c2f508-e0c9-420d-b35f-31fae5f80542". You can find the site ID in the site profile or by downloading your organization's site list.
Type (Required)	This column is pre-filled based on the asset type you selected. Each CSV should only include assets of that type.
Display name	Enter the asset name as it's known to users in your organization.
Detail fields	Detail fields are optional columns that depend on the asset type you selected. Each one appears as a separate column in the CSV and must follow the format defined for that field. • Text: This field is for free-text entries such as operator names, plate numbers, or any other custom fields. • Date: Enter dates in the same format as your profile's date settings. For example, if your profile's date format is "yyyy-MM-dd", you should format your dates similarly, such as "2021-02-21". Depending on the app you use to prepare your CSV file, dates might be formatted automatically. • Currency: Enter currencies based on the ISO 4217 code, which excludes any commas or special characters. For example, "$1,200.95" in U.S. dollars should be entered as "1200.95 USD". • Single select: Enter one of the predefined options you have set for that field.

Troubleshooting tips

Before uploading your CSV file, check for incorrect formatting, missing values, and data mismatches. Use this list to understand common errors and how to fix them.

No internal ID found: An internal ID is automatically generated in SafetyCulture after an asset is created. You must not enter or edit them.
Duplicate unique ID: Each asset must have a unique ID. Make sure no two assets share the same unique ID.
Missing asset type: Every asset must include a type that matches the asset type selected when downloading the CSV template.
Invalid site ID provided: Site IDs are unique strings used to identify lowest site levels in your organization. Do not enter the site name in place of a site ID. If you plan to assign assets to sites, make sure to get the correct site IDs before uploading your CSV.
Incorrectly formatted dates: Make sure each date matches your profile's date format.
Incorrectly formatted currency values: Each currency must be based on the ISO 4217 code, which doesn't have commas or special characters.
Invalid select option name: Make sure the value you enter matches one of the predefined options for the single select field.
Access required: You may not have access to the asset. Check your access level or contact your administrator.

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