Adding an Asset

Note: Adding an asset, whether manually or through CSV import, requires the Manage Entities permission. For details, see Managing Roles.

You can add assets to the platform either manually or in bulk by importing a CSV file. Assets synced automatically from connected asset management systems and data sources do not require manual entry.

To open add a new asset:

  1. On the Assets page, click Add Asset.

  2. Click either the Manual or CSV Import tabs.

Adding an Asset Manually

The Manual tab lets you register a single asset by entering its details directly.

Field Description
Hostname * The primary identifier for this asset, for example, WKS-NYC-001.
IP Address (Optional) The IPv4 or IPv6 address of the asset.
MAC Address (Optional) The hardware MAC address of the asset.
Platform (Optional) The operating system or platform of the asset, for example, Windows 11 Pro or Ubuntu 22.04 LTS.
Asset Type (Optional) The classification of the asset, for example, Workstation, Laptop, Server, or OT Device.
Owner (Optional) The individual or team assigned as responsible for this asset.
Environment (Optional) The deployment environment of the asset, for example, Production or Development.
Criticality (Optional) The business criticality rating of the asset, for example, Critical, High, Medium, or Low.
Exposure (Optional) The network exposure classification of the asset, for example, Air-gapped, Internal, or Internet-facing.
Business Unit (Optional) The name of the business organizational unit, for example, Engineering, HR, or Marketing.
Tags (Optional) Labels to categorize or organize this asset.

Click Add Asset to save, or Cancel to discard.

Before creating the record, the system checks for potential duplicates. If a match is found on Hostname, IP Address, or MAC Address, the system displays the Potential Asset Conflict dialog. See Resolving Asset Conflicts for more information.

Adding Assets through CSV

The CSV Import tab lets you register multiple assets at once by uploading a formatted CSV file.

To import assets through CSV:

  1. Click Template to download the CSV template. The template includes all supported column headers.

    1. hostname is required in every row.

    2. Including ip_address and mac_address improves duplicate detection during import.

  2. Populate the template with your asset data. Supported columns are:

    hostname, ip_address, mac_address, platform, asset_type, owner, environment, criticality, exposure, tags

  3. Drag and drop your completed CSV file onto the upload area, or click to browse and upload the file.

  4. Click Validate to check the file for formatting errors before importing. The Validation Results dialog reviews every row without committing any records. See Validating Assets for more information.

  5. Click Import to complete the import, or Cancel to discard.

Validating Assets

When you click Validate, the platform validates the uploaded file and presents its evaluation in the Validation Results dialog, without committing any records to the system.

A summary bar shows the total count for each outcome: Ready, Warnings, and Errors. Clicking View Details displays a table with one row per CSV row.

The Status column shows one of three values:

  • Ready—the row passed validation and will import without issues.

  • Warning—the row has a non-blocking issue. The record will still import, but review the Issue column for details.

  • Error—the row has a blocking issue and will not be imported. Correct the source file and re-upload to resolve.

Click Close to return to the CSV Import tab.

Resolving Asset Conflicts

When you submit a new asset, the system checks whether any existing asset matches on the Hostname, IP Address, or MAC Address fields. If a match is found, the Potential Asset Conflict dialog appears before the record is created.

The dialog includes a comparison table with three columns:

  • Existing: Values on the record already in the system.

  • Incoming: Values from the record you are adding.

  • Merged: Auto-resolved result of combining both records. For single-value fields, the value from the existing record takes precedence.

Choose one of the following actions:

  • Merge: Combine the two records into a single canonical asset. All unique identifier values from both records are preserved. The merge is logged in the history of the asset.

  • Create New: Creates the incoming record as a separate asset without merging, even though a potential duplicate exists.

  • Cancel: Closes the dialog and returns you to the form without creating any record.