How do I bulk import Assets into Corfix?

This article will summarize how to bulk import a list of Assets.

If you have many Assets to import into Corfix, it may be easier and faster to perform a bulk import instead of individually importing them. Here are the steps to follow:

Step 1: Click on the "Resources" dropdown from the left side menu and click "Assets"

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Step 2: Click on the "Import" button on the right hand side of the screen.

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Step 3: The "Import Assets" window will pop up (see picture below). Click the "Download Template CSV" button.

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Step 4: Open the CSV and populate it with all of your Asset information. Be sure to save your document when you are done.

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Step 5: Go back into Corfix and either browse to find your file or drag-and-drop the file into the field and push "Import".

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Step 6: Navigate to the Corfix "Assets" page (see Step 1) and validate that all the Assets were properly uploaded.

Keep in mind that you CANNOT modify the column headers in the CSV or the import will not work.