Importing assets with CSV
If you already track your assets in a spreadsheet, you can import them straight into ClearAsset instead of adding them one at a time.
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Warning
CSV import is a Professional plan feature. On Base, add assets manually or upgrade to Professional to unlock bulk import.
How it works
- Go to Import in the sidebar and choose the asset type you're importing — Devices, Software, Subscriptions, or User Accounts.
- Download the CSV template for that asset type. It lists every column ClearAsset understands, with the required ones marked.
- Fill in your spreadsheet, save it as CSV, and upload it.
- ClearAsset validates every row before importing anything. If a row has a problem — a missing required field, an invalid date, an unrecognised value — you'll see exactly which row and why.
- Fix any errors in your file and re-upload, or proceed with only the valid rows.
Tips for a clean import
- Match column headers exactly to the template — extra or renamed columns are ignored, not matched by guesswork.
- Dates should be in a consistent format (YYYY-MM-DD works reliably).
- Leave optional fields blank rather than using placeholders like "N/A" — blank fields stay empty, but "N/A" gets imported as literal text.
- If you're not sure a device already exists in ClearAsset, export your current list first and compare before importing, to avoid duplicates.
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Tip
Importing doesn't overwrite existing records — each row creates a new asset. Run a small test import (2–3 rows) first if you're working with a large file.