---
title: "Importing Rooms and Assets"
slug: "importing-rooms-and-assets"
updated: 2025-04-24T21:00:45Z
published: 2025-04-24T21:00:45Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.eduphoria.net/llms.txt
> Use this file to discover all available pages before exploring further.

# Importing Rooms and Assets

The option to import assets appears on the **Manage** tab. To import assets, you need to have the **System Administrator** role assigned in **Facilities&Events**.

## **Import Guidelines**

In order to import assets correctly, make sure the import file meets the following requirements:

- The file must be in **CSV** format.
- **Rooms**, **Simple** **Assets**, and **Regular** **Assets** are imported separately.
- Column order in the asset importer must match column order in the spreadsheet.
- The column titles/headers must be removed from the CSV file. (Delete Row 1 that contains the column titles before importing.)
- Date fields must be in this format: 1/5/2009 or 1/15/2009
- No quotation marks can appear within the cells.
- Be sure to populate the first and last columns with data so there are no gaps.

> [!NOTE]
> **Note:**Remember to press **Save** at the top after setting your importer schema.

Prior to importing assets, perform the following tasks:

- Create or import **Rooms**.
- Create **Asset Categories** and **Asset Classes**.
- Create **Custom Properties** and associate them with **Asset Classes** if the custom properties exist in the import file.
- Ensure each row in the file contains data for the four required asset fields:
  - **Asset Class**
  - **Title**
  - **Campus**
  - **Room Number**

> [!NOTE]
> **Note:** Importing inventory always adds; it never replaces or updates.

## **Importing Data Schema**

You can import data schema from within the **Manage** tab.

**Step 1:**Under **Asset Management**, select **Import Assets**.

**Step 2:**Click **Start a New Import** and browse to **Upload** the CSV file.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/2016-03-24_15-04-11.png)

**Step 3:**Set up the import schema after uploading the file. Under **Asset Type**, select whether or not to import **Regular Assets, Simple Assets**, or **Rooms**.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/2016-03-24_15-07-07.png)

**Step 4:**At the top of the **General**tab, click **Required columns are missing from your data schema. Click here to add these columns.****Selecting this text will add the required columns to the **Data Schema** section required for the import.

> [!NOTE]
> **Note:**If columns already appear in the data schema, choose **Clear Selected Fields** before adding the required columns.

The CSV file must contain the required fields for the rooms or assets to import successfully. The person conducting the import can include additional information from the **General Information**, **Financial Information**, and **Custom Properties** folders as long as the **Data Schema** column order matches the CSV column order.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/2016-03-24_15-10-30.png)

If the **Data Schema** columns are not in the same order as the CSV file, the person importing can rearrange the columns by selecting the column (moving down) and dragging it onto the destination column (where the tip of the hand is on the column) and then dropping.

To add additional columns, click on the folder to expand the options and drag the property from the left to the right. After adding and ordering the columns correctly, be sure to click **Save**at the top of the page to finalize the data schema.

## **Process Import**

After matching the data schema to the CSV file and removing the column titles from the CSV file, the room/assets import can begin.

To process the import, click the **Save** and **Process** icons on the top toolbar.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/2016-03-24_15-38-54.png)

The file appears as **Pending** under the **Status** tab.

> [!NOTE]
> **Note:**The screen will not automatically refresh once the file is imported. Either click on **Import Assets****at the left to refresh, or log out and log back in after a few minutes to check the status.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/2016-03-24_15-55-52.png)

After a successful import, locate the file on the **History** tab and check that it has a green triangle next to it.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/2016-03-24_16-12-21.png)

If any problems exist with the file, the yellow triangle will turn red. The person managing the file import will [need to troubleshoot](/v1/docs/importing-rooms-and-assets#troubleshooting), make corrections to the file, and process it again.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/2016-03-24_16-21-10.png)

## **Troubleshooting**

If a file does not import for any reason, you can correct and upload the file again.

**Step 1:**Double click the file on the **Status****tab to view the **Asset Importer** screen.

**Step 2:**Click the **View Log** icon to view any possible errors when importing.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/2016-03-24_16-24-50.png)

**Step 3:**Make any necessary changes to the **Data Schema** section or make corrections to the CSV file.

**Step 4:**To correct the file, click the **Download File**icon in the upper-right corner. The CSV file will open.

**Step 5:**Make any changes to the file and click **Save As**, change the file path, and replace the file to its original location when initially uploaded.

**Step 6:**Select **Reupload File** to upload the new file and click **Process.**Repeat the steps until the file imports successfully.

![](https://cdn.us.document360.io/d6ce927e-20b2-40ab-af8d-ea0afbbc28f7/Images/Documentation/2016-03-24_16-31-50.png)

Comma-Separated Values, a file format used for importing and exporting data, particularly in educational assessments. Spreadsheet programs such as Microsoft Excel or Google Sheets are commonly used to read and edit CSV files.