Permitted import operators
Import equipment from CSV
Preview and resolve issues before committing records.
What to do
- Open Asset Imports and choose New import. Select the intended customer and model, then enter the source system and CSV content or supported file.
- Use the column format shown by the form. Keep external identifiers and serial numbers as text so that leading zeros remain intact. Do not open untrusted spreadsheet formulas as executable content.
- Create preview. Read each validation issue and conflict; previewing alone does not commit the equipment.
- Resolve issues with the supported actions and record reasons where required. Do not force unrelated records together because their names or serials resemble each other.
- Confirm import only when the preview matches the intended source. Review completed import history and follow the equipment links to check the resulting records.
- Choose a small file for one existing customer, site and model. For XLSX, deliberately choose a worksheet, then map its columns. Row 1 must contain unique text headers. The existing preview and identity decisions remain mandatory; selecting a file creates no equipment.
Before you continue
If master data changes after preview, the old preview can be refused. Create a fresh preview and review again.
Repeated source references are checked to prevent duplicate equipment. Older source data must not overwrite a newer accepted source state.
Start with 20–50 equipment rows for one existing customer, site and model. Create missing records explicitly before importing; names are not matched automatically.
The same serial number can describe different devices. Compare the source and equipment; nothing is merged automatically.
I checked the source identity. This decision does not transfer ownership or signed history.
Rows count CSV data records after the header; blank lines are ignored. Original mapped values and source references are retained.
Use comma-separated UTF-8 CSV. Identifiers remain text, including leading zeros, Unicode and quoted commas; decimal-looking identifiers are not converted into quantities. Empty required cells become row issues. Discard unsaved form changes clears the customer, site and file selection; choose the context again before creating another preview.
XLSX: up to 256 KiB, 10 worksheets, 50 data rows per worksheet and 64 columns; expanded package up to 2 MiB.
These mapped cells are not stored as plain text. Restore the original complete IDs/serials as text, including leading zeros, then save a corrected file. Changing the display format alone cannot recover digits already rounded by Excel. No formula or cached formula result is imported.
Questions and troubleshooting
What should I do after a failed confirmation?
Keep the form open and inspect import history. If the operation was saved, use that recorded outcome rather than creating a new unrelated import.
Can I use CSV to activate SAP synchronization?
No. CSV import and a live ERP connector are different workflows. Real SAP integration needs a separately configured and accepted adapter.