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Import and Export Assets - Business Cases

How to import and export assets in NextChapter

Kelly Oldiges avatar
Written by Kelly Oldiges
Updated over 3 weeks ago

Export: You can export a list of assets from your cases in an excel format by clicking the Export to CSV button in any of the property sections within your case

Import: If you have a CSV list of assets you may import them directly into the case by clicking the Import from CSV button in any of the property sections within your case.

When you select to "Import from CSV" you will see a popup that includes a link to a template that you can download. *PLEASE NOTE: Your CSV MUST match the template for a successful import.

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