Importing and Exporting Asset Data

In SOMAX you can import and export multiple assets at a time to a PDF, CSV file, or Excel spreadsheet, or print them. 

This article describes how to import and export multiple assets.

For help with understanding which properties may be useful to add when creating assets, see About Assets or Adding an Asset.

Importing Assets

1. From the left sidebar, select Maintenance, then Assets.
2. At the top right, select Import. 
3. Select Upload Data from a File and select the file from your computer's desktop or downloads. 
4. A dropdown menu should appear asking for you to choose your file. We suggest a CSV or XLS file format. 
5. Answer the questions in green at the top to customize your spreadsheet so that it will appear as you like in the SOMAX system. This will include questions about headers, matching your columns to asset properties, and more. For help with asset properties, see About Assets or Adding an Asset.
6. Select Save. 

Below is a quick video for a sample asset list imported from an excel spreadsheet:

Exporting Assets in Bulk

1. From the left sidebar, select Maintenance, then Assets.
2. At the top right, select Export and then the method you would like.