> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.kodelabs.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Onboard New Assets

> Define data sources and initiate asset discovery.

Adding new assets represents a core [building-level](/products/assetops/quickstart/usage-workflow#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.

```mermaid actions={false} theme={null}
---
config:
  theme: neutral
  layout: dagre
---
flowchart LR
 subgraph s1["<b>Data Source</b>"]
        B2["Asset 1"]
        B3["Asset 2"]
        B4["Asset 3"]
  end
 subgraph s2["Define Data Source"]
        B1["<b>data-source.xlsx</b>"]
        D["Data Sources"]
        Z["Data Source Name"]
  end
    B1 -- define asset --- B2 & B3 & B4
    AS["Asset Discovery"] -- access --- D & D3["Discovery Logs"]
    D -- upload --- B1
    D3 -- initiate --- D4["Initiate Discovery"]
    D4 -- discover assets --- s1
    D -- define --- Z

     B2:::Rose
     B3:::Rose
     B4:::Rose
     B1:::Sky
     Z:::Sky
     D4:::Sky
    classDef Rose stroke-width:1px, stroke-dasharray:none, stroke:#FF5978, fill:#FFDFE5, color:#8E2236
    classDef Sky stroke-width:1px, stroke-dasharray:none, stroke:#374D7C, fill:#E2EBFF, color:#374D7C
    linkStyle 0 stroke:#FF6D00,fill:none
    linkStyle 1 stroke:#FF6D00,fill:none
    linkStyle 2 stroke:#FF6D00,fill:none
    linkStyle 3 stroke:#00C853,fill:none
    linkStyle 4 stroke:#00C853,fill:none
    linkStyle 5 stroke:#00C853,fill:none
    linkStyle 6 stroke:#00C853
    linkStyle 7 stroke:#FF6D00,fill:none
    linkStyle 8 stroke:#00C853,fill:none
```

## 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.

<Steps>
  <Step title="Open a building from the portfolio">
    From the portfolio-level, navigate to the **Buildings** section and select a building.
  </Step>

  <Step title="Open the Asset Discovery section">
    In the building-level sidebar, select **Asset Discovery**.
  </Step>

  <Step title="Add a new data source">
    Once inside **Asset Discovery**, click `+ Add Data Source`.
  </Step>

  <Step title="Configure the new data source">
    Enter a name for the new data source and upload the required `.xlsx` file.

    Download the [asset import template](/downloads/asset_import_template.xlsx) to get started.

    An example configuration for each column in the template is provided below.

    <Expandable defaultOpen={false} title="Example Configuration">
      | Field                                                                                                                    | Example Configuration  |
      | ------------------------------------------------------------------------------------------------------------------------ | ---------------------- |
      | <Tooltip tip="Unique identifier for this asset in AssetOps.">ID</Tooltip>                                                | `AHU-RT-01`            |
      | <Tooltip tip="Display name shown in lists, work orders, and reports.">Name</Tooltip>                                     | `Rooftop AHU - Zone A` |
      | <Tooltip tip="Groups the asset with similar equipment types.">Category</Tooltip>                                         | `HVAC`                 |
      | <Tooltip tip="IPv4 or IPv6 address used to reach the asset on the network.">IP Address</Tooltip>                         | `192.168.10.45`        |
      | <Tooltip tip="Hardware address for the asset's network interface.">MAC Address</Tooltip>                                 | `00:1A:2B:3C:4D:5E`    |
      | <Tooltip tip="Manufacturer's model designation for this product line.">Model Number</Tooltip>                            | `48HC-24-500`          |
      | <Tooltip tip="Manufacturer-assigned unique identifier for this physical unit.">Serial Number</Tooltip>                   | `SN-2024-88421`        |
      | <Tooltip tip="Date the asset was installed at its location.">Installation Date</Tooltip>                                 | `2025-06-15`           |
      | <Tooltip tip="Date through which warranty coverage applies.">Warranty Date</Tooltip>                                     | `2028-06-15`           |
      | <Tooltip tip="Date the asset was tested and formally put into service.">Commissioning Date</Tooltip>                     | `2025-07-01`           |
      | <Tooltip tip="Date operational responsibility or ownership transferred (for example, handover).">Turnover Date</Tooltip> | `2025-08-01`           |
      | <Tooltip tip="Identifier on a physical tag or label used to find the asset on site.">Asset Tag</Tooltip>                 | `TAG-RTU-3`            |
      | <Tooltip tip="Place within the building or site where the asset is installed.">Location</Tooltip>                        | `Roof - Zone A`        |
      | <Tooltip tip="Version of firmware running on the asset's controllers or devices.">Firmware Version</Tooltip>             | `v3.2.1`               |
      | <Tooltip tip="Operating system version when the asset runs a general-purpose OS.">OS Version</Tooltip>                   | `N/A`                  |
      | <Tooltip tip="Purchase or capital cost recorded at acquisition.">Initial Cost</Tooltip>                                  | `45000`                |
      | <Tooltip tip="Currency code applied to the initial cost amount.">Initial Cost Currency</Tooltip>                         | `USD`                  |
      | <Tooltip tip="Typical or recorded repair cost used for budgeting and comparisons.">Repair Cost</Tooltip>                 | `2500`                 |
      | <Tooltip tip="Currency code applied to the repair cost amount.">Repair Cost Currency</Tooltip>                           | `USD`                  |
      | <Tooltip tip="Estimated cost to replace the asset with an equivalent unit.">Replacement Cost</Tooltip>                   | `52000`                |
      | <Tooltip tip="Currency code applied to the replacement cost amount.">Replacement Cost Currency</Tooltip>                 | `USD`                  |
      | <Tooltip tip="Mass of the asset for handling, shipping, or load planning.">Weight</Tooltip>                              | `2400`                 |
      | <Tooltip tip="Unit of measure for weight (for example, lb or kg).">Weight Unit</Tooltip>                                 | `lb`                   |
      | <Tooltip tip="Expected duration of useful service from a defined start point.">Life Expectancy</Tooltip>                 | `20`                   |
      | <Tooltip tip="Unit for life expectancy (for example, years or months).">Life Expectancy Unit</Tooltip>                   | `years`                |
      | <Tooltip tip="Current operational state (for example, active, inactive, or decommissioned).">Status</Tooltip>            | `Active`               |
      | <Tooltip tip="Manufacturer or brand that produced the asset.">Manufactured By</Tooltip>                                  | `Carrier`              |
      | <Tooltip tip="Nominal size for belt-driven components when applicable.">Belt Size</Tooltip>                              | `A-44`                 |
      | <Tooltip tip="Unit of measure for belt size.">Belt Size Unit</Tooltip>                                                   | `in`                   |
      | <Tooltip tip="Nominal size for filters when the asset includes filtration.">Filter Size</Tooltip>                        | `20x25x4`              |
      | <Tooltip tip="Unit of measure for filter size.">Filter Size Unit</Tooltip>                                               | `in`                   |
      | <Tooltip tip="Rated or typical power for the equipment.">Power</Tooltip>                                                 | `75`                   |
      | <Tooltip tip="Unit for power (for example, kW or HP).">Power Unit</Tooltip>                                              | `kW`                   |
      | <Tooltip tip="Cooling capacity expressed in tons of refrigeration (TR).">Tonnage (TR)</Tooltip>                          | `20`                   |
      | <Tooltip tip="Electrical current in amperes for the listed operating condition.">Amps (A)</Tooltip>                      | `120`                  |
      | <Tooltip tip="Nominal or rated voltage in volts.">Volts (V)</Tooltip>                                                    | `480`                  |
      | <Tooltip tip="Rotational speed in revolutions per minute for rotating equipment.">RPM</Tooltip>                          | `1200`                 |
    </Expandable>
  </Step>

  <Step title="Save">
    Click `Save` to create the new data source.
  </Step>
</Steps>

## 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.

<Steps>
  <Step title="Open a building from the portfolio">
    From the portfolio-level, navigate to the **Buildings** section and select a building.
  </Step>

  <Step title="Open the Asset Discovery section">
    In the building-level sidebar, select **Asset Discovery**.
  </Step>

  <Step title="Navigate to Discovery logs">
    Once inside **Asset Discovery**, navigate to the **Discovery Logs** section.
  </Step>

  <Step title="Initiate Asset Discovery">
    Once inside **Discovery Logs**, click `+ Initiate Discovery`.

    You must select a data source and click `Initiate Discovery` in the modal
  </Step>

  <Step title="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: <Tooltip tip="Assets from the data source that are not yet in AssetOps for this building.">New Assets</Tooltip> and <Tooltip tip="Assets already in AssetOps that discovery matched or updated from the data source.">Existing Assets</Tooltip>.

    * In the **New Assets** tab, select the assets you want to add

    * Lastly, click `Save`.
  </Step>
</Steps>