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.

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.

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.