CSV Imports

Quick Start

Using the CSV import is the recommended way for adding items to the database. It is always going to be the fastest way to import any large number of items and provides the most flexibility when it comes to adding items.

Current Limitations

• Imports only support importing items, locations, and labels
• Imports and Exports do not support attachments. Attachments must be uploaded after import
• CSV Exports do not support nested path exports (e.g. Home / Office / Desk) and will only export the Items direct parent, (though imports do support nested paths)
• Cannot specify item-to-item relationships (e.g. Item A is a child of Item B)

"File Formats"

The CSV import supports both CSV and TSV files. The only difference is the delimiter used. CSV files use a comma , as the delimiter and TSV files use a tab \t as the delimiter. The file extension does not matter.

CSV Reference

Below are the supported columns. They are case-sensitive, can be in any ordered or can be omitted unless otherwise specified.

Special Syntax Columns

HB.import_ref

: Import Refs are unique strings that can be used to deduplicate imports. Before an item is imported, we check the database for a matching ref. If the ref exists, we skip the creation of that item.

• String Type
• Max 100 Characters

Import Refs are used to de-duplicate imports. It is HIGHLY recommended that you use them to manage your items if you intend to manage your inventory via CSV import/export. If you do not use import refs, you will end up with duplicate items in your database on subsequent imports.

TIP

Specifying import refs also allows you to update existing items via the CSV import. If you specify an import ref that already exists in the database, we will update the existing item instead of creating a new one.

HB.location

: This is the location of the item that will be created. These are de-duplicated and won't create another instance when reused.

• Supports Path Separators for nested locations (e.g. Home / Office / Desk)

HB.labels

: List of labels to apply to the item separated by a ; can be existing or new labels.

HB.field.{field_name} (e.g. HB.field.Serial Number)

: This is a special column that allows you to add custom fields to the item. The column name must start with HB.field. followed by the name of the field. The value of the column will be the value of the field.

• If the cell value is empty, it will be ignored.

Standard Columns

Column	Type	Description
HB.quantity	Integer	The quantity of items to create
HB.name	String	Name of the item
HB.asset_id	AssetID	Asset ID for the item
HB.description	String	Description of the item
HB.insured	Boolean	Whether or not the item is insured
HB.serial_number	String	Serial number of the item
HB.model_number	String	Model of the item
HB.manufacturer	String	Manufacturer of the item
HB.notes	String (1000)	General notes about the product
HB.purchase_from	String	Name of the place the item was purchased from
HB.purchase_price	Float64
HB.purchase_time	Date	Date the item was purchased
HB.lifetime_warranty	Boolean	true or false - case insensitive
HB.warranty_expires	Date	Date in the format
HB.warranty_details	String	Details about the warranty
HB.sold_to	String	Name of the person the item was sold to
HB.sold_time	Date	Date the item was sold
HB.sold_price	Float64
HB.sold_notes	String (1000)

Type Key

Type	Format
String	Max 255 Characters unless otherwise specified
Date	YYYY-MM-DD
Boolean	true or false, yes or no, 1 or 0 - case insensitive
AssetID	000-000