Export and Import

Across all of the Asset type tabs, we can Export the Asset list as an Excel sheet / CSV.

To export an Asset category, simply click on the Export button (marked with an arrow below).

selecting Export Assets on an Asset category

Here we select which columns we want included in the Excel file.

Then we'll click on Export.

selecting columns for the Excel Assets list file

The file was automatically downloaded, opening it shows us all of our organization's Physical Assets in an organized Excel table.

the created Asset excel list file

If you wish to add many Assets at once from an Excel file, use the Import button.

There you can either download an Excel Template to get a file compatible with Regulait's Import option (marked with an arrow below), or upload an existing file to import Assets.

Importing an Asset list file, or downloading Regulait's template

To return to the Asset Management Guide hub, click here.

To return to the main guide hub, click here.