For deployments with a large number of entities, CSV import creates many entities at once instead of one at a time.
Before you begin
- Administrator role in Company Settings
- Entity types created for every category you plan to import
- A CSV file prepared from the Company Settings import template. Each row is one entity and must include a
Kio:External IDand aKio:Type.
Steps
Open Company Settings from the Kontakt.io Launchpad.
In the navigation menu, select Entity Management, then select Entities.
Select Import Wizard.
Note: If you don't see Import Wizard on the Entities page, the import wizard may not be enabled for your Kio Cloud account. To request it, submit a support request.
Download the import template if you have not already done so.
Add your entity data to the template — one entity per row. Include the entity type name and any attribute values. See CSV columns below.
Upload the completed CSV file.
Review the validation results. The wizard lists any rows that failed and why. Download the error report, correct the flagged rows, and upload the file again.
Select Confirm to complete the import.
Successfully imported entities appear in the Entities list. Until a Tag is assigned and detected, an entity has no location data.
CSV columns
The template uses reserved column names prefixed with Kio:. Only Kio:External ID and Kio:Type are required; the rest are optional. Columns can appear in any order.
| Column | Value | Purpose |
|---|---|---|
Kio:External ID | Text (1–35 characters, unique) | Required. The Entity ID shown in the app. |
Kio:Type | Text | Required for new entities. The name of an existing entity type. |
Kio:New External ID | Text | Use to change an existing entity's External ID. |
Kio:Name | Text (1–35 characters) | Entity display name. |
Kio:Tag ID | Text | Device MAC address. Validated against Device Management. |
Kio:Virtual Tag ID | Text | Virtual device MAC. Not validated — any value is accepted. |
Kio:Home Campus ID | Text | Home campus. |
Kio:Home Building ID | Text | Home building. |
Kio:Home Floor ID | Text | Home floor. |
Kio:Home Room ID | Text | Home room. |
Kio:Home Department | Text | Home department name. |
Kio:Manufacturer | Text | Asset manufacturer. |
Kio:Model | Text | Asset model. |
Kio:Serial Number | Text | Asset serial number. |
Kio:PM Required | TRUE or FALSE | Whether preventive-maintenance tracking is on. |
Kio:Next PM Date | Date (YYYY-MM-DD) | Next scheduled preventive maintenance. |
Kio:Acquisition Date | Date (YYYY-MM-DD) | When the asset was acquired. |
Kio:Acquisition Method | RENTAL or PURCHASED | How the asset was acquired. |
Kio:Acquisition Rental Due Date | Date (YYYY-MM-DD) | Rental due date. |
Kio:Acquisition Return Date | Date (YYYY-MM-DD) | Rental return date. |
Any additional columns without a Kio: prefix are treated as custom attributes, matched to the attribute definitions on the entity's entity type.
Note: The home-location IDs (campus, building, floor, room) come from the location's Smart Location URL. All dates use the YYYY-MM-DD format.
Prepare the file in a spreadsheet app
Spreadsheet apps can reformat data automatically — for example, converting long ID strings to scientific notation — which causes import errors. Set every column to text before you add data.
- Excel: On a blank workbook, go to the Data tab and select From Text/CSV. Import the file, and set each column's data type to Text (not General).
- Google Sheets: Go to File > Import, choose the file, and clear the Convert text to numbers, dates, and formulas checkbox before selecting Import data.
- LibreOffice: During import, under Other Options, select Format quotes field as text, select all data, set Column Type to Text.
What happens next
Imported entities have no Tag assigned. Assign Tags individually after import, or use Kio Entity Manager to assign Tags on-site during deployment.