ITAM / Servers

Import Servers from CSV

Load dozens of hosts in one upload when Carlos inherits a spreadsheet from the previous admin.

Real-world scenario

Carlos Reyes · IT Admin at Bluewave Labs

Maya handed Carlos a Google Sheet with 40 Hetzner and AWS boxes from before WorkVerge. He exports to CSV, imports in one pass, then turns on uptime monitoring on production API servers.

Before you begin

  • ITAM license enabled
  • Admin or asset manager role
  • CSV with required columns (see below)
  • Server types already exist for values in the type column

Overview

CSV import is the fastest way to bootstrap server inventory when you are migrating from spreadsheets or another tool. WorkVerge validates every row before creating records, duplicate names within the file or org are rejected with a clear line number.

Step-by-step

  1. 1

    Open ITAM → Digital Assets → Servers

    You need admin or asset manager access to import.

  2. 2

    Click Import

    The import wizard opens. Have your CSV ready, export from a spreadsheet or an old asset tracker.

  3. 3

    Upload the CSV file

    WorkVerge detects the format. If headers look like domains or SSL, it may suggest a different import type.

  4. 4

    Review the preview

    Valid rows show green; errors call out missing columns, duplicate names, or unknown server types.

  5. 5

    Fix errors and re-upload if needed

    Only rows that pass validation are created. Partial imports are normal when a few rows have typos.

  6. 6

    Confirm the import

    New servers appear in the list immediately. Enable monitoring on production rows next.

CSV columns

Required:

  • name. Unique server name per org
  • type. Must match an existing server type (e.g. api, database, web)
  • ip. IPv4 or IPv6
  • username. Login or service account label

Optional: provider, region, status, price, currency, purchase date, description, tags

Unknown type?

If the type column says "cache" but you have not created that server type yet, those rows fail validation. Add custom types first or map values to existing ones in your spreadsheet.

Example rows

Sample CSV (header + two rows)

name,type,ip,username,provider,region,status
api-WorkVerge-prod,api,52.58.14.22,deploy,hetzner,fsn1,active
db-postgres-primary,database,10.0.2.15,postgres,aws,us-east-1,active

Tip: export your current (possibly empty) list first to see the exact column names WorkVerge expects.

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