Bulk import from CSV or Excel
Boldo's batch import reads a CSV or XLSX file and creates or updates assets in your inventory in one pass. It auto-maps columns to properties, lets you decide how rows are identified, and shows what will change before applying anything.
Open the Imports tab
Click your avatar in the top-right corner and pick Organization settings. Batch imports are part of this admin area, with users, plans, and access controls.
The Imports tab is in the org-level admin area because a batch import affects every user of the workspace at once.
In the left sidebar, select Imports. The upload screen opens, and past imports stay logged here for reference.
Upload your file
Drop a CSV or XLSX file into the upload zone, or click Download a blank template if you don't have a file yet. Pick an Asset Type — Applications, Business Processes, Actors, or any other type defined in your metamodel.
A How to fill button appears next to the template, listing the exact format expected for each column. Use it whenever you're unsure how a property should be encoded in your file.
Map columns and set the rules
Boldo scans your file and auto-maps each column to the property with a matching name. Name, Editor, Hosting, Criticality and similar are matched automatically. For list properties, every distinct value in your file shows up as a row to match. Map it to an existing value in your model, or mark it as Custom to keep it free-form.
The Key type identifies each row. Pick Boldo ID for internal IDs, or a property like Name for an external reference. Two extra settings cover edge cases. Empty values controls whether blank cells overwrite existing data. Missing relations controls whether links absent from your file are kept or removed.
Verify and view the result
Click Verify to run the import in dry-run. Boldo opens a confirmation modal showing how many assets will be created, updated, or left unchanged. Nothing is written until you confirm from this modal. If anything looks off in the preview, close it, adjust your settings, and run Verify again.
Once confirmed, the assets are written to the inventory and become available in views, dashboards, and diagrams.
Next steps
- Build a dashboard to visualise the assets you just imported.
- Re-run the same import periodically with the same key — rows update in place, no duplicates.
- Adjust your metamodel if some columns didn't match any property.
Go further
If you'd rather see the flow before running it yourself, the recorded demo walks through every step end to end.
Watch it in one go to see the file drop, the asset type pick, column mapping, key resolution, and the verify step. Pause anywhere to mirror the steps in your own organization.