Importing Assets via CSV

Bulk import your existing equipment into DREAM. No template required — upload your CSV and map your columns to our fields.

Quick Answer

Upload your CSV, map your columns to DREAM's fields, set per-row options, and confirm — no strict template required.

DREAM's CSV Import wizard migrates your existing data without requiring you to reformat anything first. You upload whatever CSV you have, then map your columns to our fields.

Before you start

Pick a Category and Item Type at Setup — the import locks every row in the batch to those values. If you're importing assets across multiple categories, plan on running the import once per category.

Enable CSV import in Settings → CSV Import first. The button only appears for admins and editors.

Import steps

Setup

Choose the Category and Item Type, then upload your CSV. Tick My file has a header rowif your first row contains column names — we'll show those names above each mapping dropdown.

Map columns

For each CSV column, pick which DREAM field it maps to. Columns you don't need can be left as — Ignore — (kept visible for reference) or hidden entirely with — Remove (hide) —to declutter wide CSVs. Per-row settings let you set Status, Assignment, Vendor, and Cost Centre individually or in batches using the "Set all on this page" header dropdowns.

Confirm

Tick the acknowledgement and review the row count before committing.

Importing

The system processes your file row by row. Live progress is shown.

Results

Get a summary of successful imports and any rows that failed validation. Failed rows show the specific error so you can fix and re-import.

💡 Tip: Hidden columns can be restored at any time during mapping — a small "N columns hidden · Show all" link appears above the table when you've hidden any.

A note on Status

The Status dropdown shows In Service instead of "Active" — this is a display label change to better reflect what the status means (the asset is in operational use). Underlying data and behaviour are unchanged.