Skip to main content

Importing custom data

How to import custom data into CausewayOne Asset Management​

If you need to create many items of a particular design, one way is to store the attribute data in a CSV file and import it into CausewayOne Asset Management. This is particularly handy for large datasets that require you to create hundreds or even thousands of items!

There are six stages in this procedure:

  1. Formatting a CSV for import - make sure the data in your CSV file is presented correctly.

  2. Upload files - upload your CSV file(s) to CausewayOne Asset Management.

  3. Creating an import - create an import item and specify the CSV file(s) to be imported.

  4. Configuring an import - map the column headers of the import data to the relevant attributes of your chosen design.

  5. Validate the import - make sure your configuration is valid.

  6. Commit the import - commit the validated import data to CausewayOne Asset Management.