Bulk Updating Asset Custom Fields Using CSV

This guide will walk you through the process of updating multiple asset custom fields simultaneously using a CSV file in the Strobes platform.​

Before You Begin

• Define Custom Fields: Ensure that the custom fields you intend to update are already defined in the platform. You can manage custom fields by navigating to Settings > Custom Fields > Assets.​
• Understand Field Types: Familiarize yourself with the expected formats for different custom field types:
  
  • Text: Any text input.
  • Number: Numeric values only.
  • Date: Format should be YYYY-MM-DD.
  • Boolean: True or False.
  • Select: One of the predefined options.
  • MultiSelect: Multiple predefined options, separated by commas.
  • Email: Valid email address.
  • User: User IDs of existing users in the platform, separated by commas.
  • URL: Valid URL format.​

Refer to the Asset Custom Fields article for detailed information on custom field types and formats.​

Step-by-Step Instructions

1. Navigate to the Assets Page

• From the main dashboard, click on Assets in the navigation menu.​

2. Select Assets to Update

• Use the checkboxes to select one or more assets you wish to update.​

3. Access the Edit Fields Option

• Click on the Edit Fields button located at the top of the asset list.​

4. Choose the Upload CSV Option

• In the dropdown menu, select Upload CSV.​

5. Download the Sample CSV Template

• Click on the Download Sample CSV link. This template includes headers for all your defined custom fields.​

6. Prepare Your CSV File

• Open the downloaded CSV file.
• For each asset you want to update:
  
  • Enter the asset's unique ID in the id column.
  • Fill in the corresponding values for the custom fields you wish to update.​help.strobes.co

Note: The id column is mandatory and should not be mapped to any custom field during the upload process.​

7. Upload the Completed CSV File

• Return to the platform and upload your filled CSV file.​

8. Map CSV Columns to Custom Fields

• After uploading, you'll be prompted to map the columns in your CSV to the corresponding custom fields in the platform.
• Ensure each CSV column is accurately mapped to its respective custom field.​

9. Save the Changes

• Once all mappings are correctly set, click on the Save button to apply the updates.​

Outcome

Upon successful completion, the custom fields for the specified assets will be updated as per the data provided in your CSV file.​