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Adding new assets represents a core building-level function in AssetOps. You add new assets through the Asset Discovery section using a two-step process.
  1. Upload a structured .xlsx file to define data source and specify asset details.
  2. Initiate asset discovery to retrieve assets from the defined data source.

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Define a Data Source

In AssetOps, you can manually define data sources as .xlsx files that are used to configure and import assets in bulk, providing full control over the details for each new asset. To create a new data source, follow the steps outlined below.
1

Open a building from the portfolio

From the portfolio-level, navigate to the Buildings section and select a building.
2

Open the Asset Discovery section

In the building-level sidebar, select Asset Discovery.
3

Add a new data source

Once inside Asset Discovery, click + Add Data Source.
4

Configure the new data source

Enter a name for the new data source and upload the required .xlsx file.Download the asset import template to get started.An example configuration for each column in the template is provided below.
5

Save

Click Save to create the new data source.

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Discover Assets

Once you have added a data source, you can initiate an asset discovery to retrieve assets from that source. After retrieval, you can review and select the assets you want to add to the building. To initiate a new asset discovery, follow the steps outlined below.
1

Open a building from the portfolio

From the portfolio-level, navigate to the Buildings section and select a building.
2

Open the Asset Discovery section

In the building-level sidebar, select Asset Discovery.
3

Navigate to Discovery logs

Once inside Asset Discovery, navigate to the Discovery Logs section.
4

Initiate Asset Discovery

Once inside Discovery Logs, click + Initiate Discovery.You must select a data source and click Initiate Discovery in the modal
5

Select Assets & Save

Once asset discovery is complete, a dialog appears with a summary of the discovery results.
  • Click Go to Details to navigate to the details page for the initiated discovery.
  • On the details page, you will find two tabs: and .
  • In the New Assets tab, select the assets you want to add
  • Lastly, click Save.
Last modified on March 24, 2026