Welcome to AssetOS
Getting started is a breeze.
We've built every part of AssetOS with you in mind – from the moment you sign up to the day you're running the platform with confidence.
1. Create Your Account → 2. Explore a Live Demo → 3. Start Using
Create
What Happens: Sign up with your company email – no heavy paperwork.
Why It's Easy: Quick, friction-free sign-up.
Demo
What Happens: You're automatically dropped into a fully-fledged Demo Instance that mirrors a real company: pre-populated assets, transaction history, reports, dashboards, and everything you'll need.
Why It's Easy: See the product in action before you touch a single line of data.
Explore
What Happens: Navigate the demo, play with filters, run a report, or dive into the settings. All the help you need is right there: inline tooltips, a help sidebar, and an optional guided tour.
Why It's Easy: Hands-on learning without the risk of messing up your real data.
💡 Tip: The demo is a sandbox – anything you do here doesn't affect your future workspace. Use it to discover features, create mock work orders, or test custom reports.
From Demo to Production – Your Data, Your Way
You can import your own data in three simple ways:
Built-in Importers
How It Works: Each module (Assets, Workflows, Inventory, etc.) has a dedicated "Import" button that accepts CSV/XLS files. The wizard walks you through mapping fields and previewing rows.
When to Use: One-off imports, small data sets, or when you only need to fill a specific module.
API Import (coming soon)
Planned: Send JSON or CSV payloads to customer-facing REST endpoints for bulk imports and programmatic sync with your existing ERP or CMMS once our public API is available.
When to Use: Larger volumes, automated pipelines, or continuous sync requirements — after API access is released.
Turnkey Migration
How It Works: If your team doesn't have time to juggle spreadsheets or code, let us do the heavy lifting. Our migration specialists will work with you to pull data from your current system and load it cleanly into AssetOS.
When to Use: Complex legacy systems, large datasets, or when you want a single point of contact for a smooth transition.
💡 Pro-tip: We've included sample CSV files for each module in the help center so you can test the import workflow before you upload your own data.
Quick Start: Import Your Data
Get up and running quickly by importing your existing asset data from spreadsheets. Our import wizard guides you through mapping your columns and validates your data before importing.
Spreadsheet Import
Import assets, work orders, inventory, and more from Excel or CSV files. Our smart mapping tool recognizes common column names and suggests the right fields.
- • Excel (.xlsx) and CSV support
- • Automatic column mapping
- • Data validation before import
- • Preview and edit before committing
- • Bulk import for thousands of records
Import Templates
Download pre-formatted templates to ensure your data is structured correctly. Templates are available for all major data types.
- • Asset import template
- • Work order template
- • Inventory template
- • Maintenance schedule template
- • Custom field mapping guide
Import Process
Prepare Your Data
Export from your current system or format your spreadsheet
Upload File
Upload your Excel or CSV file through the import wizard
Map Columns
Map your columns to AssetOS fields (auto-suggested)
Review & Import
Preview, validate, and import your data
Need a Hand? We're Here for You
Not all teams have the bandwidth to handle data migration on their own. Our "Data-Ready for You" service means we'll take the stress off your shoulders:
We've Successfully Migrated From:
SysAid
Complete IT asset and service management migration
SharePoint
Asset lists, documents, and custom workflows
Excel
Complex spreadsheets with multiple sheets and formulas
Microsoft Access
Database migrations with relationships and queries
Dedicated Project Lead
A single point of contact to manage the migration timeline, requirements, and testing.
Data Cleansing & Mapping
We'll audit your source data, clean duplicates, and map fields to AssetOS's schema.
Quality Assurance
Rigorous testing to ensure every record lands correctly, with detailed audit logs.
Post-Migration Support
30 days of free support after the go-live to address any tweaks or questions.
Want to know if this is right for you?
Email us for a free assessmentReady to Migrate Your Data?
Let's discuss your migration needs. Our team will assess your current system and create a custom migration plan tailored to your requirements.
Quick-Start Checklist
Sign up – One click, done.
Explore the Demo – 10-minute walkthrough, optional guided tour.
Decide on Data Import – Choose between importers, API, or migration.
Schedule a Kick-off Call – If you need migration help, book a free discovery session.
Get Onboarded – You're live and ready to manage assets like a pro.
Ongoing Learning Resources
Documentation
Complete documentation, step-by-step guides, API docs, FAQs, troubleshooting, and best practices.
Video Tutorials
Bite-size videos covering every feature; available in the app and on our YouTube channel.
Webinars
Monthly live demos with Q&A – sign up through the app.
🎉 You're all set! 🎉
Drop us a line if you need anything, and we'll get you up and running in no time. Welcome aboard the AssetOS family – let's simplify your asset management together!
Ready to take control?
Get early access and help shape the future of asset management.