CalmCompliance
Premises

Import a premises register from a spreadsheet

Premises admins can use the Bulk Import wizard in Premises Settings to import a complete site asset register from a spreadsheet. The wizard walks you through uploading a workbook, assigning roles to each sheet, mapping columns to premises fields, reviewing issues, and confirming the import.

Before you start

You need create permissions for asset classes, locations, asset models, and assets. If you do not see the Bulk Import option, contact your administrator.

Supported file types

The wizard accepts .xlsx, .xls, and .csv files.

Start the wizard

  1. Open Premises Settings and select Bulk Import.

  2. Click Download Template to get the premises-bulk-import-template.xlsx file, or use your own prepared spreadsheet.

  3. Click Upload & Analyse and choose your file.

Assign sheet roles

For each sheet in the workbook, choose the role that matches the data it contains:

  • Asset Classes — defines the asset taxonomy

  • Locations — buildings and rooms

  • Models — manufacturer and model details

  • Assets — individual asset instances

  • Ignore — sheets you do not want to import

Click Continue when the roles are assigned.

Map columns to fields

Map each column to the matching premises field. The wizard expects these fields:

  • Asset Classes: Class Code, Class Title

  • Locations: Location Code, Location Name, Location Type

  • Models: Manufacturer, Model

  • Assets: Asset Tag, Model Reference, Location Reference

Click Continue after mapping.

Review and fix issues

On the Review & Fix step, check the tables for missing or mismatched data. Resolve any errors before you proceed.

Confirm and import

  1. On the Confirm step, review the records the wizard will create.

  2. Click Run Import to start the import.

  3. When the import finishes, click Done to close the wizard.

What to do next

After importing, you can manage imported items in the relevant premises sections:

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