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Import assets from a spreadsheet

Matrise asset import brings an existing asset register in from a spreadsheet, so you do not retype it. It reads CSV and Excel files, and COBie files from their Component sheet. COBie is a standard spreadsheet layout for handing over facility asset information. Rows are matched on tag: a tag already in the register updates that asset, a new tag adds one. A blank cell leaves the existing value as it is.

Import from spreadsheet is shown only to Master.

Choose the file

  1. Click Assets on the rail, then Import from spreadsheet. Import assets opens.
  2. To see the expected columns, click Download sample.
  3. Click Choose file and choose your file. The limit is shown on screen, usually 2000 rows.

Match the columns

Import assets: match columns lists each column in your file with an example value.

  1. For each Column, check the field it goes into. Columns not matched automatically are marked "not matched".
  2. Set any column you do not want to Not imported.
  3. Make sure one column holds the tag.
  4. Click Check rows.

Check the rows

Import assets: check says how many rows are new, updated, unchanged and skipped, and lists any new types it will create. If the file has a column with each model element's permanent ID, it says how many element links it found and whether they are in the loaded model.

  1. In Show, choose Needs attention, All rows, New, Updated, No change or Skipped to review the rows. Each row shows what will change.
  2. Rows that need attention keep everything that can be used. Values that cannot be used are left out.
  3. Click the import button, which shows how many rows will be imported. Click Back to change the column matches.

When it is done

Import assets: done shows "Import finished." with how many assets were added and updated. Assets with no position or linked elements are in the register but not yet in the scene. Click Close.

An import can be undone for 24 hours. See Undo an asset import.