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Getting started: your first import

How to upload your first asset list — CSV or Excel, even messy files with duplicates or missing serials — and how import cohorts keep every batch organized.

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Written by Mike DiPetrillo

Layer IQ turns the asset lists you already have into a working system of record.

Your first import takes just a few minutes — here's how it works.

What you can upload

Any spreadsheet of IT assets: CSV or Excel exports from your ERP, a customer's

pickup list, or a hand-built inventory. Files don't need to be clean. The import

wizard is built for real-world lists — mixed manufacturers, duplicate rows,

missing serial numbers, and columns with unusual names are all handled.

How to import

1. From your dashboard, choose **Import assets** (or open the Assets area and

select Import).

2. Drop in your file. The wizard reads your columns and proposes a mapping —

review it and adjust anything it got wrong. Unusual headers (like "SN" for

serial number) are recognized automatically in most cases.

3. Review duplicates. If your file contains repeated rows, the wizard surfaces

them and lets you decide what happens to each.

4. Confirm the import. You'll see live progress as your assets land.

What happens next

Every import becomes a **cohort** — a trackable batch with its own ID (you'll

see it in the Cohort column, formatted like IMP-1234, alongside the original

filename). Cohorts make it easy to find, filter, and export exactly the assets

that arrived together.

Your imported assets appear in the asset table with the details from your file:

identifier, description, serial, location, quantity, and when they were added.

From there you can search, filter, export, and — when you're ready — enrich

them with market intelligence.

Tips

  • Import is free on every foundation account. Bring in as many lists as you like.

  • You don't need to fix your spreadsheet first. Import it as-is and let the wizard do the work.

  • Something not mapping right? Reply to any message in the Messenger and we'll take a look.

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