Partner Guide

Importing Devices and Employees

Use a CSV file to bulk-create the client's asset inventory in one step.

TL;DR

Go to Entity Register → Import CSV. Drop your file, review the column preview, click Import. Progress updates in real time and the dialog closes automatically when done.

What you can import

💻 Devices

Laptops, servers, phones, network gear

name, device_type, operating_system, serial_number, ip_address

👤 Employees

Staff directory with roles and email

name, email, department, job_title

🏢 Suppliers

Third-party vendors and cloud providers

name, category, contact_email, website

📱 Applications

SaaS tools and on-premise software

name, app_type, vendor, url

🌐 Networks

LAN, WiFi, VPN segments

name, network_type, ip_range

📍 Workplaces

Physical locations and branches

name, workplace_type, city

Step 1 — Prepare your CSV file

Any spreadsheet export works. The importer auto-detects column types — no need to rename headers to match our format. Just make sure:

✓ First row contains column headers
✓ One asset per row
✓ File is saved as .csv (comma-separated)

Example — devices.csv

name,device_type,operating_system,serial_number
Laptop Alice,laptop,Windows 11,SN-001
Server Main,server,Ubuntu 22.04,SN-002
iPhone Bob,mobile,iOS 17,SN-003

Step 2 — Open the Import dialog

In the client workspace, open Entity Register from the left sidebar. Click the Import CSV button in the top-right corner.

Entity Register page with Import CSV button visible in the top-right corner and entity list below — The Import CSV button is in the top-right of the Entity Register page.

Step 3 — Drop your file or paste data

You can either:

Upload file tab: drag and drop your .csv file onto the drop zone, or click to browse
Paste / type tab: paste CSV text directly (useful if copying from a spreadsheet)

CSV import modal showing dashed drop zone with upload icon, and two tabs: Upload file and Paste — Drop your file onto the zone, or switch to the Paste tab to copy-paste from a spreadsheet.

The entity type is auto-detected from your column headers. If it picks the wrong type, you can override it in the next step.

Step 4 — Review the preview

The importer shows the first 5 rows and highlights auto-detected key columns:

Green ★ — Name column (used as the asset title)
Blue — Email or Type columns (used for control auto-resolution)

Column mapping preview showing the first 5 rows with green star on the name column and blue highlight on email column — The preview shows auto-detected columns — green for the name, blue for email and type. Adjust before importing.

Use the Import as dropdown to change the entity type if needed. Then click Import N entities.

Step 5 — Wait for the import to complete

A progress bar shows how many entities have been created. Large imports are processed in batches — you'll see the counter increment in real time.

Import progress bar mid-way showing a counter incrementing as entities are created in batches — The progress bar updates in real time — the dialog closes automatically when all items are done.

The dialog closes automatically when all items are imported. If any rows were skipped (e.g., missing name), the dialog stays open to show the error details.

What happens after import

✓ Each row becomes a wiki page under entities/{type}/{name}
✓ Control ID.AM-1 (device inventory) may auto-resolve if enough devices are registered
✓ Control ID.AM-2 (employee inventory) may auto-resolve if employees with email are imported
✓ You can re-import anytime — existing entries are updated, not duplicated

Troubleshooting

Wrong entity type detected

Use the Import as dropdown in the preview step to manually select the correct type.

Some rows were skipped

Rows without a detectable name column are skipped. Add a name column or ensure the first column has values for every row.

Import seems stuck

Large files (500+ rows) can take a minute. The progress bar increments in batches of 20. If nothing happens after 2 minutes, refresh and try importing a smaller file first.

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