Adding Assets in Clients

Assets can be added in the Clients module either from the Assets tab or via the Findings>Affected Assets tab when creating or modifying a finding.
When working with a finding, PlexTrac allows the ability to create a new asset, select from an existing asset inside of PlexTrac, or import an asset into PlexTrac. However, for a client, assets can only be imported or created.
The instructions below are specific to working inside the Clients module.
Creating an Asset
Step 1: From the Clients module home page, click the report row or click View under the "Actions" column.
Step 2: Click the Assets tab.
Step 3: Click Add Asset(s), then select Create asset from the pulldown menu.
Step 4: A modal appears to enter information about the new asset. Enter the desired information to the appropriate fields.
Asset Name is the only required field.
Step 5: Click Save at the bottom of the modal. 
The asset now appears in the Assets tab.
Adding Assets via Bulk Paste
Step 1: From the Clients module home page, click the report row or click View under the "Actions" column.
Step 2: Click the Assets tab.
Step 3: Click Add Asset(s), then select Bulk paste assets from the pulldown menu.
Step 4: Paste asset information into the provided box as a return- or comma-separated list.
PlexTrac will parse the assets and add them to the finding. URLs with paths (ex. www.plextrac.com/test/) will be separated into parent and child assets.
Step 5: Click Next.
Step 6: PlexTrac will search and identify any assets in the bulk paste that match existing assets and identify them separately from new assets. This provides the ability to avoid redundancy and disregard these assets by deselecting the checkbox next to the asset name before import.
Step 7: Click Next.
Step 8: Add any tags (optional). Click Add X assets.
A message will appear confirming import and assets are viewable from the Assets tab.
Importing Assets
PlexTrac supports asset imports using either an NMAP file or a CSV template.
NMAP files: Network Mapper is a free and open source utility for network discovery and security auditing. More information on NMAP can be found on PlexTrac's Integrations section of this site.
CSV: PlexTrac provides a spreadsheet template that can be used to upload assets to a client. Click the file below to download the template, which contains all permitted fields and some sample values. 
CSV Asset Upload Template.csv
394B
Text
In the CSV Asset Upload Template, the following business rules exist:
Column K "type" imports the Asset Type value. The value for this field must be one of the following: Workstation, Server, Network Device, Application, General. If another value is used, it will be ignored and the Asset Type value will display in PlexTrac as "Not Set". This filed is not case-sensitive. 
Column S "pci status" imports the PCI Compliance Status. The value for this field must either be blank, Pass, or Fail. If another value is used, it will be ignored and the Asset Type value will display in PlexTrac as "Not Set". This filed is not case-sensitive. 
Step 1: From the Clients module home page, click the report row or click View under the "Actions" column.
Step 2: Click the Assets tab.
Step 3: Click Import assets.
Step 3: Drag a file into the modal or click the box to navigate to the file on computer. 
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Step 4: Click Import. 
A message will appear confirming import.
The new assets are displayed on the Assets tab.
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