To help you save time, you can bulk import and export large amounts of Assets to and from SnapInspect.

Asset Import

How to Structure Information on the Template

Multifamily Properties:

As seen in the image above, when importing multifamily buildings and units, make sure to first have the building address by itself followed by the address + the unit

Please Note: The format in the image above must be used, or the assets will not upload correctly

Single-Family Properties:

Single-family properties have a similar format however, it only requires you to have the address in sections address 1 and address 2

Additional Information:

Using this template, you can add additional information relevant to each asset, for example, tenant and owner details, alarm code, key location, and more. Simply follow the different column names as guides on where to place this information

Please Note: Do not delete any columns even if they are going to be unused; if any are deleted, the assets will not be uploaded correctly

How to Upload Assets

Navigate to the Assets section—this is the second tab from the top in the sidebar menu.
In the top right-hand corner, click the green box with three lines inside it.
From the dropdown menu, select Import Assets.
Click Choose File to upload the asset template.
Select the file from your file system.
Click Upload to complete the process.
Click the blue button "Looks good, start importing!" to begin the upload.
Your assets will start uploading.
A green tick will appear under Status/Info for successfully uploaded assets.

Tip: Before you upload, make sure the content within each column matches the column title!

How to export Assets

Navigate to the Assets section—this is the second tab from the top in the sidebar menu.
In the top right-hand corner, click the green box with three lines inside it.
In the dropdown menu, choose Export.
An Excel spreadsheet will automatically download to your device.

Importing Custom Contact Types

This feature allows you to export an Excel file from your Assets page, pre-populated with the fields required to add or edit custom contact types in bulk.

Once added, these custom contact types will appear alongside the default ones (Tenant and Owner), using your specified label—for example, “Maintenance.”

You can then import your custom contacts using the same process as importing other asset information.

Setting Up & Exporting Custom Contact Types

Navigate to the 'Company Settings' tab and click on 'Settings'.
Under 'Inspection', find 'Additional Contact Type'.
Here, you can add a new contact type, specify if it requires occupancy options and more.
Navigate to the Assets section—this is the second tab from the top in the sidebar menu.
In the top right-hand corner, click the green box with three lines inside it.
In the dropdown menu, choose Export.
An Excel spreadsheet will automatically download to your device, and you'll be able to see the custom contact type column where you can fill in the details.

To apply the changes, upload the sheet back into your account:

Navigate to the Assets section—this is the second tab from the top in the sidebar menu
In the top right-hand corner, click the green box with three lines inside it.
From the dropdown menu, select Import Assets.
Click Choose File to upload the asset template.
Select the file from your file system.
Click Upload to complete the process.