Update Asset Details in Bulk

Owned by Jonathan Bellard
Last updated: Feb 23, 2024
2 min read

Bulk Updating of Asset Details on the Platform

The Platform offers a convenient feature for mass updating of asset details. This process involves downloading your asset registry to a spreadsheet, making the necessary changes, and then uploading it back to the Platform. This method is efficient for managing large numbers of assets simultaneously.

Steps for Bulk Asset Update:

  1. Access Asset Registry:

    • Go to the Assets page on the Platform.

  2. Select Assets for Update:

    • Choose the assets you wish to update by ticking the boxes next to each entry or using the ‘select all’ checkbox.

  3. Download Asset Details:

    • With one or more assets selected, click the Actions button and then choose ‘Asset Info.xslx’ from the Download section. This action downloads your asset registry in an Excel format (xlsx).

  4. Edit the Spreadsheet:

    • Open the downloaded spreadsheet to review and edit the asset details as required.

Important Restrictions When Editing the Spreadsheet:

  1. Asset IDs: These are automatically assigned by the Platform and cannot be altered.

  2. Technical/System Owner: Ensure that a Prism User exists in your tenant before assigning them as owners in the spreadsheet.

  3. Company Assignment: A Company must be registered in your tenant to assign it to assets in the spreadsheet.

  4. Priority Rating: When assigning, the value must range between 1 and 10, or remain as ‘--’.

  5. Spreadsheet Format: Maintain the original column names and structure. Adding extra columns will result in import failure.

Uploading the Updated Spreadsheet:

  1. Return to Assets Page:

    • Navigate back to the Assets page on the Platform.

  2. Initiate Import:

    • Click the ‘Import Assets’ button located in the upper-right area.

  3. Select File Format:

    • On the Import Assets page, select ‘Spreadsheet’ as the file format.

  4. Upload Updated File:

    • Choose your updated assets spreadsheet file by clicking ‘Choose a Prism asset spreadsheet file’.

  5. Finalize Import:

    • The Platform will display the loaded file. Select the assets you wish to import, typically using the ‘Select All’ checkbox.

By following these steps, you can efficiently update multiple asset details on the Platform, enhancing the management and accuracy of your asset registry.