Create and import assets

Add an asset individually or from an Excel file.

Add one asset from the register, or import multiple assets from an Excel file.

Create one asset

Choose a Category before an Asset Type. If the options you need do not exist, set them up in Categories and Asset types first.

  1. 1

    Open the asset register

    SidebarAsset ManagementAssetsCreate Asset

  2. 2

    Fill in the details

    Use the field reference below. Choose a category before choosing an asset type.

  3. 3

    Select Create Asset

    Ark confirms that the asset was created and closes the dialog. Find the new record in the asset register.

FieldRequiredDetails
Asset TagRequiredA unique identifier for the asset. Enter a value; Ark does not generate one in this dialog.
NameRequiredThe name shown for the asset in the register and selection lists.
DescriptionOptionalAdditional details about the asset. If supplied, it cannot be blank.
CategoryRequiredChoose the category that contains this asset. Changing it clears the selected Asset Type.
Asset TypeRequiredChoose a type from the selected category. The options load after you select Category.

Screenshot coming soon

The Create Asset dialog.

Capture URL
https://ark.toystack.ai/asset-management/assets
On-page action
Select Create Asset.
Add image at
public/docs/images/asset-create.png
The Create Asset dialog.

Import from Excel

Use this path for multiple records. After import, search for the new records in the asset register. Open one to review its asset details.

  1. 1

    Open the import dialog

    SidebarAsset ManagementAssetsImport

  2. 2

    Download the template

    The template is prefilled with your categories, types, locations, departments, and members.

  3. 3

    Fill and upload the template

    Select one or more completed Excel files that match the template.

  4. 4

    Select Import Assets

    Ark reports imported and skipped counts. If it finds errors or warnings, the dialog stays open so you can review them.

FieldRequiredDetails
Excel filesRequiredUpload at least one completed template. Multiple files are accepted; each must meet the file constraints shown in the dialog.

Screenshot coming soon

The asset import dialog and template controls.

Capture URL
https://ark.toystack.ai/asset-management/assets
On-page action
Select Import.
Add image at
public/docs/images/asset-import.png
The asset import dialog and template controls.