The Import Assets and Import Asset Inventory features provide a streamlined process for importing and activating asset data within iiQ Resources. These features enhance efficiency and ease of use by significantly reducing the time needed to populate asset information. As a result, users can effortlessly add new assets and manage asset inventories within the Resources product, ensuring that all necessary information is readily available and up-to-date.
There are two separate imports:
Import Assets to import any asset type, including serialized, generic, and consumable assets.
Import Asset Inventory allows for the import of quantities of generic assets and consumable assets
There are no Permissions that control whether a user has access to Import Assets or Import Asset Inventory.
To access the import features, users must navigate to Resources in the Left Nav and find Import Assets or Import Asset Inventory items. Users can also find Import Assets on the Assets Explorer page.
On the Import Assets and the Import Asset Inventory pages, you can
View required fields for importing Assets
Download an import template
Upload an import CSV file
Drag & drop or click "Browse" to upload
View "Your pending Imports"
Continue any pending imports that have not yet been completed
Cancel any pending imports that have not yet been completed
View “Recent Imports”
Show Import Results
Download Import Results
Call Outs Before Importing
It is impossible to import assets that take different sources of an asset name using the same import file, as they contain different fields (asset name vs. model name). This means that assets that take models and asset names can’t be imported using one import file and separate import files will be needed.
Source - Asset Name
When importing generic/consumable assets that take asset name as the source of asset name, the import file needs to have the following information:
Asset tag - Each Asset must contain a unique Inventory Tag. If an Inventory Tag in an import matches one that already exists in the system, the import will update the corresponding asset.
Asset name
Asset type
Asset status
NO owner or location
When importing generic or consumable assets, the Owner and Location fields should not be included, as these types of assets may have multiple locations and owners.
When importing serialized assets that take asset name as the source of asset name, the import file needs to contain the following information:
Asset tag - Each Asset must contain a unique Inventory Tag. If an Inventory Tag in an import matches one that already exists in the system, the import will update the corresponding asset.
Asset name
Asset type
Asset status
Owner or location
Serialized and non-serialized assets that take an asset name as the source of asset name can be imported together as they have the same fields.
Source - Asset Model
When importing generic/consumable assets that take a model as the source of asset name, the import file needs to contain the following information:
Asset tag - Each Asset must contain a unique Inventory Tag. If an Inventory Tag in an import matches one that already exists in the system, the import will update the corresponding asset.
Model name - The asset name will be the same as the model name
Asset type
Asset status
NO owner or location
When you import serialized assets that take a model as the source of asset name, our import file needs to contain the following information:
Asset tag - Each Asset must contain a unique Inventory Tag. If an Inventory Tag in an import matches one that already exists in the system, the import will update the corresponding asset.
Model name - The asset name will be the same as the model name
Asset type
Asset status
Owner or location
Serialized and non-serialized assets that take a model as the source of asset name can be imported together as they have the same fields.
Importing Assets
To access the import features, navigate to Resources in the Left Nav and find Import Assets.
Import Assets is designed for you to import all assets (serialized, consumable, and generic).
The Required Fields for importing assets that use Model to define Asset Name include the following:
Asset Type
Inventory Tag (Asset Tag): Each Asset must contain a unique one. If an Inventory Tag in an import matches one existing in the system, the import will update the corresponding asset.
Asset Status
Model Name (for assets that are based on a model)
The Required Fields for importing assets that use a custom Asset Name include the following:
Asset Type
Inventory Tag (Asset Tag): Each Asset must contain a unique one. If an Inventory Tag in an import matches one existing in the system, the import will update the corresponding asset.
Asset Status
Asset Name (for assets based on a model, the asset name will be the same as the model name)
When importing generic or consumable assets, the Owner and Location fields should not be included, as these types of assets may have multiple locations and owners.
You are provided a downloadable template to help set up the correct CSV to import Assets. You can also create their import file; however, it must contain a header row in CSV format.
The Import Asset template does not include any fields for the ISBN (International Standard Book Number) add-on, which can consist of ISBN13, ISBN10, title, author, etc. You can choose to add that information as import fields. When including the ISBN in an import, the system will populate the relevant information related to that book (incl. title, author, publisher, date, etc.) under the ISBN section on Asset Details.
Once the file is ready to be imported, click “CSV file to import” or drag and drop the file into the designated area.
You will then choose an Asset Mapping Strategy from one available in the dropdown:
Asset Tag = Inventory Tag
Match by asset tag - This asset mapping strategy uses the inventory tag as the identifier for each resource.
Match by asset tag or serial number - This asset mapping strategy uses the inventory tag or the serial number as the identifier for each resource.
Match by serial number - This asset mapping strategy uses the serial number as the identifier for each resource.
Not all fields in the import will map to an existing field in the system. If a field is not automatically mapped but exists in the uploaded spreadsheet, it can be added to the list of mapped fields by selecting Add Field Mapping.
Once Field Mapping is complete, you will confirm Asset Type Mapping.
Finally, you will be able to view a list of all assets that will be imported into the system on the Preview/Confirmation page. If data in the import is missing any necessary information, you will receive a warning that one or more records will be skipped in the import process. The reason for the skip will be listed under Data that will be skipped.
If at any point you leave the Import page while in the process of setting up an import, you can return to the import by finding it in Your pending imports and selecting Continue to reopen that import. To remove pending imports from the list, you can select Cancel.
You can find the list of all completed imports under the Recent Imports section on the Import Assets page and can view and download the import results.
Importing Asset Types
The Import Asset Type feature enables users in iiQ Resources to import and activate Asset Type data for the product from which the import is initiated. This speeds up the process of populating Asset Types and simplifies the import of individual assets.
To view and use Asset Types, users must have the 'View Admin Left Nav' permission.
When using the import feature, users cannot modify the asset type name of existing entries.
Instead, the import tool can only create new asset types. Additionally, the importer tool provides the option to enable existing asset types.
Users can locate this feature within the left navigation menu under Admin > Import Asset Types.
On this page, you can download a template for uploading your Asset Types. The template includes both required and optional Incident IQ fields for importing Asset Types.
Required Fields:
Asset Type Name
Resource Group
Inventory Type (Consumable, Generic, or Serialized)
Only one inventory type can be selected per asset type.
Optional Fields & Behavior:
Default Loan Period (Days)
If given, this value will be used to determine the due date when the asset is checked out. Use only whole numbers (e.g., 1, 5, 30).
Default Due Date (Specific Date)
If used, this date will be applied as the asset's due date upon checkout. Format must be MM/DD/YYYY (e.g., 08/15/2025).
You cannot use both Default Loan Period (Days) and Default Due Date (Specific Date) at the same time. You must choose one.
The Asset Name source logic is as follows:
If the Default Category field is left blank, the asset name will be generated using the Model Catalog as the source. However, if a Default Category is provided, the Asset Type will be used as the source for the asset name instead.
When you are ready to begin your import, drag and drop a CSV file into the import section.
After uploading an import file, users will be directed to a page for mapping fields.
By default, the Enable on Import toggle, located in the right corner, is set to ON.
If the toggle switch is ON, any asset types included in the import will be activated and made accessible in iiQ Resources.
If the toggle is switched off by the end user, no modifications will be applied to any asset types included in the import. Here's what will happen based on the asset type’s status:
If the asset type was previously enabled, it will remain enabled.
If the asset type was previously disabled, it will remain disabled.
If a new asset type is created through the import, it will be disabled upon creation.
Users cannot update the asset type name through the import; they can only create a new one.
If the user mistakenly enters the Asset Type's name, they can identify the error during the mapping process. They should then map it to the correct Asset Type's name or create a new entry with the accurate spelling.
After completing any necessary mapping and configuration, click "Continue to Next Step." You will then be directed to a page where you can review the imported data. Review which asset types will be created or skipped during the upload.
You can filter the import preview page by:
Asset Types Created
Asset Types Skipped
All Asset Types
Users can also search this page for a specific asset type to see how it will be processed during the import.
If you need to make any changes, revert to the appropriate step. Once you are ready to begin the import, click Begin the Import Process.
When it's completed, the import will display 'Completed—Successful'. Selecting Download Results will allow users to select and download the import results file.
Import Asset Inventory
On the Import Asset Inventory page, users can
View required fields for importing Assets
Download an import template
Upload an import CSV file
Drag & drop or click "Browse" to upload
View "Your pending Imports"
Continue any pending imports that have not yet been completed
Cancel any pending imports that have not yet been completed
View “Recent Imports”
Show Import Results
Download Import Results
The Required Fields for importing Assets Inventory are listed below and include the following:
Inventory Tag (Asset Tag): Each Asset must contain a unique one. If an Inventory Tag in an import matches one existing in the system, the import will update the corresponding asset.
Location
Quantity
Unit Cost
Important Note: The import of Rooms is not supported at this time.
Import Asset Inventory provides a downloadable template to help users set up the correct CSV to import inventory. Users can also create their own import file; however, it must contain a header row and be in CSV format.
Once the file is ready to be imported, click on “CSV file to import” or drag and drop the file into the designated area.
After selecting the file to import, users will be directed to Field Mapping. Asset Inventory Mapping Strategy defaults to Match by Inventory Tag@Location+(Optional Room).
Users must then choose whether to add or replace inventory from the “I want to” drop-down:
Add to inventory - This asset inventory mapping strategy keeps the existing inventory and increases the amount by what is contained in the import.
Replace inventory - This asset inventory mapping strategy removes any existing inventory and replaces it with the contents of the import.
Next, you need to map the fields from your spreadsheet to fields within Incident IQ. The field will display a green checkmark when it is correctly mapped.
Users will then be required to ensure that the location of the asset inventory is being mapped to the correct location in the system. For locations in the import that do not directly match ones in the system, users will need to select a location from those that currently exist and select save mapping to lock in that location.
After all fields and values have been mapped correctly in the importer, you will see the import preview page. Review which assets inventory will be created, updated or skipped during the upload. If you need to make any changes, revert to the appropriate step. Once you are ready to begin the import, click Begin the Import Process.
If at any point a user leaves the Import page while in the process of setting up an import, they can return to the import by finding it in Your pending imports section and selecting Continue to reopen that import. To remove pending imports from the list, users can select Cancel.
Users can find the list of all completed imports under the Recent Imports section on the Import Asset Inventory page and are able to view and download the import results.
Reviewing Completed and Pending Imports
You may review any recently completed imports towards the bottom of the Asset Import page.
If you need to access a detailed report of what was created, skipped, or what fields were updated during a specific import, click Show Import Results to open the Import Results page.
Alternatively, you can click Download Results to log the import file instead.
Completing Pending Imports
The Importer page allows you to stop the import process at any time and resume the import process whenever needed. To access any pending incomplete import, navigate to the import in question and click Continue.