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How to Import Assets via CSV

1 min read

The Bulk Import feature makes it easy to upload multiple assets into Strev using a single CSV or Excel file. This guide walks you through the entire upload process — from preparing your data to verifying your entries. 

When to Use Bulk Upload 

Use this feature when you need to: 

  • Import large volumes of assets in one go 
  • Migrate data from another system 
  • Save time from manual entry 

Step-by-Step Guide 

1. Navigate to the Bulk Import 

  • Go to Assets & Services in the sidebar. 
  • Click the Import from CSV button on the bottom-right of the asset table. 

2. Prepare Your Upload File 

  • Download the sample template provided on the platform. 
  • Populate your asset data following the required format. Make sure fields like asset_name, serial_number, manufacturer, and usage_status are filled correctly. 
  • Save the file as .csv or .xlsx (max size: 30MB). 

💡 Tip: Use dropdowns and lists in the sample template to minimize data entry errors. 

3. Upload the File 

  • Click Select File and upload your prepared CSV or Excel file. 
  • The system will detect and preview your data. 

4. Map and Validate Columns 

  • Match each column in your file with the corresponding Strev field. 
  • Column matching accuracy is shown for transparency. 
  • Review and confirm that all mandatory fields (marked with *) are mapped properly. 

5. Verify and Review Errors 

  • Strev will automatically validate the data and highlight any issues. 
  • Rows with missing or unrecognized values will be flagged in red. 
  • Fix issues in the file or update your Strev configuration to include any missing values (e.g., new business units, support providers). 

6. Finalize the Upload 

  • Once errors are resolved, click Upload
  • A confirmation screen will appear once the upload is in progress. 
  • Check your Import History to monitor progress and view file status (e.g., Completed, Completed with errors). 

You’ll also receive an email notification once the upload finishes. 

Troubleshooting Common Issues 

Issue Solution 
“Value does not exist in the system” Pre-create the value in Strev (e.g., Business Unit, Support Provider) 
Low matching accuracy Double-check column headers and spelling 
Upload stalls or fails Make sure your file size is within 30MB and saved in the correct format 

💡 Pro Tips 

  • Do a test upload with a few rows before importing a full list. 
  • Use consistent naming for assets, locations, and related fields to avoid validation errors. 
  • All successfully uploaded assets will appear in your Assets & Services list immediately. 

If you need further help, feel free to contact your Strev admin or reach out to our support team at support@strev.ai