CSV Import

Note

You need a permission group with import access enabled for the record type you want to import (for example, Import Materials or Import Equipments). Ask your workspace owner if you don’t see an import option.

What is CSV Import?

CSV Import lets you add large numbers of records to brix at once by uploading a spreadsheet file. Instead of adding materials, equipment, or assets one by one, you can prepare your data in a spreadsheet and import it all at once.

What you can import

Record type	Where to find the import option
Materials	Click Materials in the sidebar, then click Import in the top-right of the page
Equipments	Click Equipments in the sidebar, then click Import in the top-right of the page
Assets	Click Assets in the sidebar, then click Import in the top-right of the page

Importing a file

The steps below use Materials as an example. The same process applies to Equipments and Assets.

1. Click Materials in the sidebar.

2. Click Import in the top-right corner of the page.

3. Download the template file to see the required column format.

4. Fill in your data in the template spreadsheet using the correct column headers.

5. Click Upload and select your completed file.

6. Review the field mapping — confirm that each column from your spreadsheet maps to the correct field in brix.

7. Choose how to handle duplicates: Ignore duplicates (skip existing records) or Overwrite existing (update records that already exist).

8. Click Import to start the process.

9. Wait for the import to finish. The status will update when complete.

Caution

Importing records cannot be undone automatically. Download and review the template before importing to avoid creating duplicates or overwriting records you need to keep.

Import statuses

Status	Meaning
Processing	The import is running. Do not close the page.
Success	All records imported successfully.
Warning	Import finished but some rows had issues. Check the import log for details.
Error	One or more records could not be imported. Review the error log to see which rows failed.

Viewing import history

After each import, a record is saved in the import history for that section. Click any past import to view the log, including which rows succeeded and which had errors.

Frequently asked questions

Can I import clients?

Client import is not currently available through CSV Import. Clients must be added individually from the Clients section.

What happens if a column in my spreadsheet doesn’t match the template?

brix will ask you to map your column to the correct field during the import preview step. If a required field is missing, the import will not proceed.

Can I undo an import?

No. Imported records cannot be removed in bulk automatically. Check your data carefully using the template before importing.

Things to check

Import failed

Open the error log to see which rows had issues. Common causes include missing required columns, incorrect date formats, or duplicate records when overwriting is not selected.

Records are duplicated after import

If you imported with “Ignore duplicates” and records still appear duplicated, the matching field may not match exactly. Check that the field used for matching (such as a name or code) is identical to the existing record.

Manage & Settings Overview of all admin configuration areas.

Clients Add and manage customer records in brix.