The Onboarding wizard helps you load your core data fast and consistently, perfect for new tenancies or major updates.

Work through simple, guided steps—Download Template, Upload File, Review Statuses, and Start Import—to bring in Skills, Tags, Asset Roles, Companies, Work Sites, Contacts, People Assets, Equipment Assets, and People Attainments. Built-in validations catch errors early, drop-downs ensure accurate lookups, and duplicates are skipped so only clean data is imported.

Start with the quick video guides for each data type to see the mandatory fields, templates, and tips. Then import with confidence and get your team, sites, and assets ready to roll.