--- title: "Import Assets" slug: "import-assets" updated: 2026-01-09T06:16:44Z published: 2026-01-09T06:16:44Z canonical: "help.symphonysummitai.com/import-assets" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.symphonysummitai.com/llms.txt > Use this file to discover all available pages before exploring further. # Import Assets This is the first stage in the Asset Life Cycle Management where you can add and update multiple Assets using an Asset Import Template. You can also map the Assets to a Store or Location and preview the Assets allocated to a Store. To Import Assets, perform the following steps: 1. Select **Asset > Import > Import Asset.** 2. On the **IMPORT ASSET** page, under **GENERAL** tab, select the required options and upload the updated **Asset Import Template**. 3. Click **SUBMIT**. A table listing uploaded **Asset Import Template** sheet is displayed. Select the sheet to import the Assets. For information about the fields under the **GENERAL** tab, see Field Description. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-ICNLEVSO.png) Figure: IMPORT ASSET page: GENERAL tab 4. A table listing mapped data from the template in the **Source** field and the attributes in the **Destination** field is displayed. Select the required options if not already selected. For information about the fields under the **MAPPING** tab, see Field Description. Click **NEXT**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-AJRU5DRI.png) Figure: IMPORT ASSET page: MAPPING tab 5. A table listing all the added Assets is displayed under **PREVIEW** tab. For information about fields under the **PREVIEW** tab, see Field Description. 6. Select the store from the **Store** list where you want to import the Assets, and then click **IMPORT ASSETS TO QUEUE** on the **ACTIONS** panel. The Assets are imported to the Import Queue (Staging Environment). Note: If you want to discard Assets that you do not want to import, select the appropriate check boxes in the **Discard** column, and then click **IMPORT ASSETS TO QUEUE**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-4CDAJNVP.png) Figure: IMPORT ASSET page: PREVIEW tab 7. Click **Update To Inventory** to move the Assets that are in Import Queue (Staging Environment) to the Asset Inventory (Production Environment). ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-F8L2SEP7.png) Figure: Update To Inventory icon #### Field Description The following table describes the fields on the **IMPORT ASSETS** page: | **Field** | **Description** | | --- | --- | | **GENERAL Tab** | | Department | Select the Tenant to which you want to add/ update Assets. Based on the needs of the clients, the administrator configures the name of this field. | | Category | Lists all the configured Categories. The Categories are displayed based on the Asset type that you select in the **Asset Type** field. Select the Category from the list. | | Asset Type | Select the type of Asset to add/ update from the list as *Fixed Asset* or *Non Fixed Asset*. | | Import Type | Select appropriate import type. - *Add*: To add new Asset details. - *Update*: To update existing Asset details. For more information, see [Updating Assets](/apex/docs/updating-asset-details). | | Source | Click the **Upload** icon to upload an appropriate file. After you upload a file and click **SUBMIT**, a **Select a** **sheet to import the Assets** table listing uploaded file is displayed. Select the sheet from which you want to import Assets. | | Use Data Template | Select the check box to use Data Templates to populate predefined Category-specific data while adding/updating bulk Assets. | | Import Inactive Assets | Select the check box to import Inactive Assets. | | De-Active Reason | Select the reason for deactivation of the Inactive Assets that you want to import. **Note**: The **De-Active Reason** drop-down list is displayed only when the **Import Inactive Assets** check box is selected. | | **MAPPING Tab** | This tab displays the list of fields with its mapping result. If the **Destination** and **Source** are the same, it indicates that the field is mapped. If the fields are not correctly mapped, you will see **** value in the **Source** field. Select the appropriate value in the **Source** field. | | UPLOAD ATTACHMENT | Upload attachments for the Assets that you imported. *Example*: You can upload the supporting documents, such as Purchase Order (PO), Warranty Information, and so on. **Note**: The attachment field label names are configured in the **FORM BUILDER** page. | | **PREVIEW Tab** | Displays the mapped values. If a field has invalid data, an error message is displayed and the mismatch data type is highlighted in red color. Duplicate Details message is displayed if data is repeated in the excel sheet. Click the arrow to view the serial numbers of duplicated Assets. | | Store | Lists the configured Stores. Select the store with which you want to associate the imported Assets. To select the Store, click the **Search** icon. The **LOCATION** pop-up page is displayed. You can use the **Expand** icon to view the stores and floors in the location tree. | #### ACTIONS This section explains all the icons displayed on the **ACTIONS** panel of the **ADD/ UPDATE ASSETS** page. **DOWNLOAD ASSET IMPORT TEMPLATE** Click **DOWNLOAD ASSET IMPORT TEMPLATE** to download the Asset import template**.** **PREVIOUS IMPORT DETAILS** Click **PREVIOUS IMPORT DETAILS** to view the details of previous Asset import. **IMPORT VALUE** Click **IMPORT VALUE** to import multiple drop-down values from an Microsoft Excel sheet. You do not have to add drop-down values in the **FORM BUILDER**. For more information about how to import the drop-down values. The **IMPORT VALUE** pop-up page is displayed. Select the **Tenant,** the **Category**, and then upload the Microsoft Excel sheet filled with multiple drop-down values in the **Source** field. Click **SUBMIT**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-YVLT2R3Z.png) Figure: IMPORT VALUE pop-up page - GENERAL tab Select the appropriate sheet to import the drop-down values. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-S1AZLX7Z.png) Figure: IMPORT VALUE pop-up page - GENERAL tab - Select a sheet The **MAPPING** tab is displayed. Select the appropriate value in the **Source** column to map with the attributes in **Destination** column. Click **NEXT**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-VMCSVLJ0.png) Figure: IMPORT VALUE pop-up page - MAPPING tab The **PREVIEW** tab is displayed. If you want to discard the drop-down values that you do not want to import, select the appropriate check boxes against the drop-down values, and then click **UPLOAD**. ![](https://cdn.document360.io/62351b42-cfbd-43ad-8ce1-82b8f455337f/Images/Documentation/image-WITBX78Z.png) Figure: IMPORT VALUE pop-up page - PREVIEW tab The drop-down values are successfully imported. **DOWNLOAD CATEGORY TEMPLATE** Click **DOWNLOAD CATEGORY TEMPLATE** to download the Category template. A Microsoft Excel sheet with the Asset Category attributes is downloaded.