CSV export

Export all assets in the current tenant to a CSV file for reporting, migration, or use in other tools.

How to export

1. Log into the client portal (or navigate as MSP staff)
2. Go to Assets
3. Click Export CSV in the top-right of the assets page
4. The CSV downloads immediately — no configuration required

Export format

The exported CSV uses the same column structure as the import format, making it easy to export, edit, and re-import:

csvCopy
asset_tag,name,manufacturer,model,serial,category,location,status,assigned_to,purchase_date,purchase_cost,warranty_expiry,notes
IT-0001,MacBook Pro 16,Apple,M3 Max,C02XL...,Laptop,Head Office,deployed,Sarah Chen,2024-01-15,3499.00,2027-03-01,
IT-0002,Dell Latitude 7440,Dell,7440,5CG0XY...,Laptop,Remote,deployed,Marcus Webb,2024-02-20,1450.00,2027-06-12,

Permissions required

The assets.export permission is required. This is granted to all roles including client_viewer — export is read-only and safe to give broadly.

Export via the API

httpCopy
GET /api/assets/export/csv
Authorization: Bearer {token}
# Optional filters:
GET /api/assets/export/csv?status=available&category_id=3

The response is a CSV file download (Content-Type: text/csv).