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

# Import your equipment

> Add the devices, accessories, and employees you already have, with Primo AI or from a CSV file.

Enrolled devices appear in **Equipment** > **Devices** automatically and are assigned to their employee. Import equipment to track the devices that aren't enrolled yet, and your accessories.

<Tabs>
  <Tab title="Via Primo AI">
    <Steps>
      <Step title="Open Primo AI">
        Open the assistant from any page of the cockpit.
      </Step>

      <Step title="Attach your inventory file">
        Attach a spreadsheet or CSV export of your inventory, for example from your previous tool.
      </Step>

      <Step title="Ask Primo AI to import it">
        For example: *Import the devices in this file and assign each one to the employee in the email column.*

        Primo AI creates each device or accessory and asks for your approval before it writes anything. Devices are assigned when the file gives the employee's work email.
      </Step>

      <Step title="Check the result">
        Review the new items in **Equipment** > **Devices** and **Equipment** > **Accessories**.
      </Step>
    </Steps>

    <Info>
      You need the permission to create equipment. Primo AI imports items one by one, so review the list it reports before you confirm a large import.
    </Info>
  </Tab>

  <Tab title="Via CSV import">
    ### Import devices

    <Steps>
      <Step title="Go to Equipment > Devices and click Add a device" />

      <Step title="Select Import from CSV">
        Download the template from the import window if you need one.
      </Step>

      <Step title="Upload your file and match the columns" />

      <Step title="Confirm the import">
        The import runs in the background, and you're notified when it's done, with the reason for any row that wasn't imported.
      </Step>
    </Steps>

    | Column | Format |
    | - | - |
    | Work email | Assigns the device to the existing employee with this email. Without it, the device goes to stock |
    | Device name | Defaults to the serial number when empty |
    | Serial number | A device whose serial number already exists isn't created again: only its purchase date, decommissioning date, and price are updated |
    | Device type | `LAPTOP`, `DESKTOP`, `TABLET`, or `SMARTPHONE` |
    | Platform | `MACOS`, `WINDOWS`, `LINUX`, `IOS`, `IPADOS`, `ANDROID`, or `CHROME_OS`. Inferred from the brand and type when empty |
    | Brand, model, year, screen size, keyboard layout, notes | Optional details |
    | Purchase date, decommissioning date | `YYYY-MM-DD` or `DD/MM/YYYY` |
    | Purchase price | Optional |

    Each row needs at least a serial number, device name, model, or platform.

    ### Import employees

    Import employees from **Settings** > **Employee Sync** > **Import from CSV** when you don't sync an HR system, or for people your HR system doesn't cover. Download the template from the card. **First name**, **Last name**, and **Work email** are required; the other columns (personal email, phone, team, job, manager, work location, legal entity, start date, termination date) are optional.

    Imported employees aren't synced: update their data, including start and termination dates, yourself. If you connect an HR system later, its first sync overwrites the fields it syncs.

    ### Import accessories

    <Steps>
      <Step title="Go to Equipment > Accessories and click Import from CSV" />

      <Step title="Upload your file">
        Required columns: **name** and **type** (for example `MONITOR`, `KEYBOARD`, `MOUSE`, or `OTHER`). Optional: brand, model, serial number, tags (comma-separated), description, and condition (`NEW`, `GOOD`, `DAMAGED`, or `UNUSABLE`).
      </Step>

      <Step title="Review the preview and click Apply import">
        **Preview accessories import** shows whether each row creates an accessory, updates an existing one, or is rejected. Existing accessories are matched by serial number, or by name, type, brand, and model.
      </Step>
    </Steps>
  </Tab>
</Tabs>

## After the import

* Check that each device is assigned to the right employee.
* Complete missing details from each item's page.
* [Enroll the devices](/mdm/rollout/enrollment-methods) to manage them and keep their inventory up to date automatically.


This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.