Importing & Updating Asset Profiles

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To streamline updating multiple asset profiles, you can export a CSV of your existing assets, update the CSV and re-upload it. 

Follow our step-by-step guide below for more information. 

 

Step 1a: To download an existing CSV of your Asset Profiles, head to My Assets > Upload Profiles > Export Assets 

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Step 1b: Alternatively, you can download an example CSV to update. To do this, download the example from the blue pop-up that opens when you open the page (if it disappears, refresh the page). 

Step 2: Open your CSV file and add (or replace the sample data from Step 1b) under each of the headings. 

Please Note: To ensure it uploads correctly, do NOT delete the headings in row one. 

Step 3: Save the updated CSV file to your computer as a CSV file. 

Step 4: Head back to the Upload Profile screen you went to in Step 1 and click the 'Upload' button to upload the CSV you just edited. Click the blue 'Import File Now' button to save your changes.

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