Import New Licenses
In this guide, you’ll learn how to bulk import licenses, which is recommended when you need to add multiple licenses efficiently.
AssetLoom allows you to create new licenses in two ways:
- Bulk Import: Upload multiple licenses at once via CSV file.
- Manual Setup: Create licenses individually by filling out the License Creation Form.
How to Import Licences to AssetLoom
- From the left-side menu, go to Resources > Licenses. This will open the Licenses page, where all licenses are listed.
- On the top-left corner of the page, click the New Item dropdown, then select Import from the dropdown menu. This will initiate the bulk import process.
After selecting Import, the Import Data window appears, guiding you through the steps to prepare and validate your data for importing licenses into AssetLoom.
Step 1: Upload File
AssetLoom supports license import using a CSV file.
- Upload your file by either:
- Dragging and dropping the CSV file into the upload area, or
- Clicking the upload area to browse and select your file.
- If you do not have a prepared file, click Sample Template to download a reference template. Use this template to understand the required format and structure of the data before importing.
Learn about Data Validation Rules for license Bulk Import ->
Before continuing with the new import, you can review your previous import status:
On the Import Data page, the system will display the last import status under the Upload File section.
You can also view additional details for the last import by clicking “View Details”, including:
Import Results
- Resource Type: The type of data being imported (e.g., license).
- Import Status: The current state of the import process
- Queued: The import is waiting to start
- Pending: The import is in progress
- Completed: The import finished
- Failed: The import did not complete
- Started At / Completed At: The date and time when the import process began and when it finished.
- Duration: The total time taken to complete the import process.
- Success Rate: The percentage of rows that were successfully imported, which is calculated based on valid rows compared to total rows processed.
Import Breakdown
- Total Rows in File: The total number of rows detected in the uploaded CSV file.
- New Items: The number of new licenses created during the import.
- Updated Items: The number of existing licenses that were updated during the import.
- Total Rows Imported: The total number of rows successfully processed, including both newly created and updated items
Step 2: Field Mapping
In this step, you map the columns from your CSV file to the corresponding fields in AssetLoom.
AssetLoom will attempt to automatically map columns based on matching names. Review these mappings and adjust them if necessary.
To map fields:
- For each column in your CSV file, select the corresponding AssetLoom field.
- Ensure all required fields are correctly mapped before proceeding.
To assign licenses during import, both of the following fields must be mapped:
- Checkout Type: Specifies the type of assignment target (Category, Name, or Location)
- Assigned To: Specifies the name of the assignment target (e.g., category, license name, or location name)
Step 3: Data Configuration
In this step, you will configure settings for the imported data. These configurations ensure that AssetLoom applies the correct format and rules to your data before it is processed.
Date Format
Click on the dropdown and select the date format to use for your data. This setting ensures that the dates in your CSV file are interpreted correctly by AssetLoom.
Available Format:
- YYYY-MM-DD (e.g., 2026-04-21)
- MM/DD/YYYY (e.g., 04/21/2026)
- DD/MM/YYYY (e.g., 21/04/2026)
- Month D(th), YYYY (e.g., April 21st, 2026)
- DD-MMM-YYYY (e.g., 21-Apr-2026)
- MM/DD/YY (e.g., 04/21/26)
Step 4: Review & Correct
In this step, you will review the licenses that were imported and correct any errors.
- Error Filtering: You can filter the list to view error or valid licenses. This allows you to focus on the licenses that need attention.
- Error Details: Hover over the error icon to view more details about why the license is marked as an error.
- Edit Values: To correct an error, simply double-click on the value in the cell to modify it. Once you’ve made the necessary changes, the license will be re-validated automatically.
After reviewing and correcting the errors, click Submit to proceed to the final step.
Learn about Common Errors During Import and How to Fix Them ->
Step 5: Import Results
After submitting the final version of your license data, AssetLoom will process the import. The duration will depend on the size of your file. You can close this window and check the status later.
Once the import is complete, you’ll be able to view the results immediately or in the Import Details section (refer to Step 1 for Last Import Results).
After a successful import, your license list will be updated.
Click Refresh to load the latest data.