Import a spreadsheet of tools

Updated 2026-10-07

What to do

Review a tool list, check company capacity, then import in batches.

1. Start with the downloadable example below and replace every fictional row. Keep one reusable tool per row, a distinct asset code as text, and a recognizable name. Two identical drills must not share a code.
2. CSV/XLSX files may be up to 10 MB and 5,000 data rows. Map asset code and name, then category, brand, model and serial number where present. Keep leading zeroes in codes and serial numbers when editing the spreadsheet.
3. Review the browser preview and resolve duplicate codes, missing required fields and overlong values. A preview does not create tools. The example is a starting format, not a check of your company's existing codes or capacity.
4. An authorized manager checks company duplicates and remaining active-tool capacity before starting the job. An existing code is an error to review, not an instruction to overwrite an existing tool.
5. After submission, inspect Recent imports until the job reaches a result. Download failed rows when offered, fix their issues and follow the retry workflow; check the job before starting another submission after a timeout.
6. Inspect the resulting tool records before printing labels. An imported row does not record a holder or movement: set up locations and use authenticated TAKE, MOVE and RETURN for custody. Owners and admins can download company-scoped reports from Reports.