In this section, you’ll begin setting up your Assets. There are several ways to bring your Assets into Foreman, and we’ll walk through each method step by step. Before you start, it’s important to clarify what counts as an Asset. Assets aren’t limited to miners—they include any item of value within your operation, typically anything that carries a serial number or can be individually tracked.

Goal: All physical assets are recorded in Foreman with accurate data and proper linking.

All assets are uploaded via CSV, text, or manual entry.

The Linked Assets tile shows 100% or all unlinked items are accounted for.

Mismatched Linked Assets resolved to 0.

Asset table filters are tested and working.

Sample bulk edit performed successfully.

Asset history reviewed for at least one item.

Test export completed and file verified.

Once you navigate to Operations → Assets, you’ll see two key tiles at the top of the page:

Linked Assets - displays the total number of assets currently linked compared to the total assets in your system.
Mismatched Linked Assets -  shows the number of assets with mismatched data, such as an Asset ID or client association that no longer matches the linked item.

Linking Assets

In the example shown, there are 13 linked assets out of 15 total. This means 2 assets in the system are not currently connected to their corresponding miners. From here, you’d have two options for handling unlinked items, depending on whether you want to take action immediately or review first.

View Unlinked Now – Review Before Taking Action

Click View Unlinked Now to filter the Assets table and display only assets that are not currently linked to a miner.

When to use this:

• You want to see which specific assets are unlinked before syncing.
• You need to verify the data quality of unlinked assets (check for typos, missing fields, incorrect linking values).
• You suspect certain assets shouldn't be linked yet (e.g., equipment still in shipping or not yet deployed).
• You're troubleshooting why certain assets failed to link during initial upload.

What happens: The table filters to show only unlinked assets. You can review each one, click into the Actions menu to edit details if needed, and manually correct any data issues before attempting to sync.

Example scenario: You uploaded 100 new miners but 5 didn't link. By clicking "View Unlinked Now," you discover that those 5 have serial numbers with an extra space at the end. You can bulk edit to remove the spaces, then sync.

Sync Now – Attempt Automatic Linking

Click Sync Now to open a confirmation modal. Foreman will attempt to:

1. Link all currently unlinked assets to their corresponding miners based on your Asset Miner Link setting.
2. Refresh and update data for all assets that are already linked (e.g., location changes, client updates).

When to use this:

• You've just uploaded new assets and want to link them immediately.
• You've corrected data issues and are ready to retry linking.
• You've changed your Asset Miner Link method (e.g., switched from MAC to Serial) and need to re-link everything.
• Miner data has been updated externally and you want to refresh asset information.

What happens: Foreman scans all unlinked assets, compares the linking field (Serial/MAC/Custom Field) to your miner records, and creates connections where matches are found. This process happens in the background and may take a few moments for large datasets.

After syncing: The "Linked Assets" tile updates to reflect new connections. If some assets still remain unlinked, use "View Unlinked Now" to investigate why they didn't match.

Pro Tip: If you have a large number of unlinked assets (50+), click "View Unlinked Now" first to spot patterns or common issues. Fix those in bulk, then click "Sync Now" to link everything at once. This saves time compared to syncing, reviewing, fixing, and syncing again multiple times.

Adding Assets

As mentioned earlier, there are three ways to load your Assets into the system. In this section, we’ll walk through each method in detail. Depending on how many Assets you need to import and which approach works best for you, you can use one method or combine multiple to complete your setup efficiently.

Upload Assets

Uploading Assets is the fastest way to bulk add items that don’t yet exist in Foreman. From the Assets table, click Upload Assets to open a pop-up window where you can choose between a CSV Upload or a Text Upload option.

CSV Upload

Let’s start with the CSV upload method. This option allows you to add multiple Assets at once using a formatted spreadsheet. Each Asset in your CSV must include two required fields for a successful upload:

• Asset ID – A unique identifier for each Asset. This field must be distinct for every entry to prevent duplicates or upload errors.
• Type – The Asset type, which you can customize as configured earlier in your setup.

From the upload window, you can also download your current list of Assets. This will generate a CSV file in the background that contains your existing Assets. You can then open that file, make edits or additions, save it, and re-upload the updated version back into Foreman.

If you’re starting fresh with no existing Assets, simply create a new CSV file using the same format. Assign a unique Asset ID to each item, ensuring there are no duplicates within the file or in future uploads. Once your file is ready, upload it through the same Upload Assets modal to import your data into the system.

Sample CSV Structure for Assets

Asset ID,Name,Type,Client,Warranty Expiration Date

SN-12345,Antminer S19 Pro,ASIC Miner,Facility-North,2025-12-31

SN-12346,Whatsminer M30S,ASIC Miner,Facility-North,2026-03-15

INF-001,PDU Unit 10kW,Infrastructure Component,Facility-South,2025-06-30

This method is ideal for teams onboarding a large amount of hardware or infrastructure data at once, saving significant time compared to manual entry.

Common CSV Upload Errors and Solutions

Validation Checklist Before Upload

Before uploading your CSV, verify:

The Asset ID column has no duplicates within the file.

Required fields (Asset ID/Name and Type) are populated for every row.

Type values match exactly what's configured in Settings (including capitalization).

Date fields use YYYY-MM-DD format.

No special characters in Asset IDs (stick to letters, numbers, hyphens, and underscores).

File is saved as .CSV format (not .XLSX or .XLS).

File size is under 5MB (split large uploads into multiple files if needed).

Testing Tip: Before uploading hundreds of assets, test with a small CSV containing 5-10 items. Verify they upload correctly, then proceed with your full dataset.

How To: Upload Assets 

Text Upload

From the upload modal, select Text Upload. This will update the modal to allow you to choose the Asset Type (a required, single-selection field). You can then enter one or more asset IDs in the text box, separated by commas or new lines. This method is particularly useful when you need to quickly upload multiple new assets of the same type.

Manual Asset Creation

Creating a single asset is useful when you need to track an individual piece of equipment outside of a bulk import—such as a new miner arriving unexpectedly, a replacement part, or infrastructure added to a facility. Adding assets one at a time ensures each item is accurately recorded, properly categorized, and, if applicable, linked to a specific miner for precise tracking, visibility, and audit readiness.

Follow the steps below to add a single asset and connect it to key data points such as type, client, location, and more:

1. Navigate to Assets – From the left-hand navigation menu, click Assets.
2. Open the Add Asset Modal – On the Assets page, click Add Asset to open the creation modal.
3. Fill in Asset Details – Complete the following fields:
   • Asset ID – Enter the unique identifier for the asset, typically the serial number or asset tag of the associated miner.
   • Name – Give the asset a descriptive name for easy identification.
   • Type – Select the appropriate asset type from the dropdown (e.g., ASIC Miner, Infrastructure Component).
   • Client – Assign the asset to a client or facility.
   • Linked Item – Link the asset to a corresponding miner using either the serial number or a designated custom tag.
   • Offline Location – Select an existing offline location where the asset is stored, if applicable.
   • Warranty Expiration Date – Use the date picker to set the expiration date.
   • Custom Fields – Enter any optional custom field information, if configured in your system.
4. Save the Asset – Click Save to add the new asset. Once saved, it will appear in the Assets table for tracking, editing, or bulk actions.

• How To: Add An Individual Asset 
• https://support.foreman.mn/hc/en-us/articles/41902995420955-Quick-Guide-Asset-Warranty-Expiration 

Navigating Assets

Now that you have loaded your Assets, let’s go over how to navigate the page and make the most of the features available. At a high level, the Assets Page centers around the Assets table, which comes with filtering, search, and bulk edit capabilities to help you manage your assets efficiently.

Filtering

Filters allow you to quickly narrow down the list of assets based on specific criteria, such as Asset Type, Client, Warranty Expiration Date, Location, Status, or custom fields. This is especially useful when managing large numbers of assets, as it helps you focus on only the items that matter for a particular task, audit, or update. 

For example, you might filter by a specific facility to review assets that are offline or due for maintenance.

To filter the Asset table, click into the Filters field to view all available asset fields for your company. Select one or more filters, then click Filter to apply them and update the table. To remove all filters and view the full list again, click Clear Filters.

Search

The search bar enables you to locate a specific asset or group of assets by name, Asset ID, or other identifying fields. This feature is ideal for quickly finding an individual asset without scrolling through the full table, saving time and reducing the risk of errors.

Bulk Edit

Bulk Edit allows you to update multiple assets at once, making large-scale changes fast and efficient. By selecting the assets you want to modify, you can apply updates to multiple records simultaneously, saving time and ensuring consistency across your operation. Once you click Bulk Edit, check the assets you want to edit, then choose the action or update you want to apply.

Abilities within Bulk Edit include:

• Asset Custom Fields – Update any configured custom fields for the selected assets. This is useful for adding or standardizing additional asset information.
• Offline Location – Reassign multiple assets to a single offline location at once.
• Open Ticket – Automatically navigate to the Tickets page with a prefilled new ticket, including all selected assets.
• Unlink – Bulk unlink assets from their current linked items, useful when you need to relink them to updated or corrected items.
• Delete – Permanently remove multiple assets at once. Use with caution, as this action cannot be undone.
• Warranty Expiration Date - Update the Warranty Expiration Date with the date picker and apply this date to selected assets.

Asset Table

The Asset Table is the central hub for viewing and managing all of your assets in Foreman. Each row represents an individual asset, and the table provides a comprehensive view of key details to help you track and manage your equipment efficiently.

Columns in the Asset Table include:

• Asset ID – The unique identifier for the asset, such as the miner’s serial number or a custom field name. 
• Name – A descriptive name for the asset to help you quickly identify it at a glance.
• Type – Categorizes the asset, for example, ASIC Miner or Infrastructure Component.
• Client – Indicates which Client ID or facility the asset belongs to.
• Location – Shows where the asset is located within the Site Map or Offline Location.
• Open Tickets – Lists any open ticket that is associated with this Asset.
• Warranty Expiration Date – The date on which the warranty expires for this Asset.
• Custom Field(s) – Displays any additional fields you’ve created in the Account Settings for extra asset details.
• Actions – Provides access to actions you can take on the asset, including editing, viewing history, creating tickets, or deleting.

Actions Menu

Each asset has an Actions menu on the far right of the table, offering several management options:

• Edit – Opens a modal to update the asset’s details. Changes are saved after clicking Save.
• History – Opens the asset’s history modal, allowing you to search past activity and export data if needed.
• Delete – Permanently removes the asset after confirming in a modal. This action cannot be undone.
• Open Ticket – Opens a new tab with a prefilled ticket form, including the selected asset in the device field.
• View Open Tickets – Opens a new tab filtered to show all open tickets related to this asset.
• View All Tickets – Opens a new tab filtered to show all tickets, both open and closed, associated with the asset.

Export

At the bottom of the Asset Table, you can click Export to download a file containing all asset data. This is useful for audits, reporting, or offline review of your asset inventory. Note that the export will pull all Assets, not a filtered set of results.

Asset History

The History feature allows you to track all changes and events associated with your assets, providing full transparency and accountability. To access it, click View History to open the history modal, where you can search for a specific asset, user, or action.

Clicking on an individual asset in the modal opens a new tab focused solely on that asset, giving a detailed view of its activity over time. From the same modal, you can also click Export to download a file containing all historical data, which is useful for audits, troubleshooting, or operational reviews.

How To: View History  

Step Complete

Congratulations! You have successfully brought your Assets into Foreman and established the foundation for tracking and managing equipment across your operation. Here’s what you’ve accomplished:

• Added Assets – You’ve uploaded assets in bulk via CSV or created individual assets one at a time, ensuring all items are properly recorded and categorized.
• Linked Assets – Unlinked and mismatched assets have been identified and synced, giving you full visibility into each item’s status.
• Navigated the Asset Table – You now understand how to filter, search, and use the table to quickly find and manage assets.
• Performed Bulk Actions – Bulk Edit, Open Ticket, and Unlink features have been explored to streamline updates and operational changes.
• Tracked History – You can review changes to individual assets, export history for audits, and gain insights into patterns or recurring issues.
• Exported Data – All asset information can be downloaded for reporting, auditing, or documentation purposes.

These steps ensure that your assets are accurately recorded, organized, and ready for ongoing management. The next step is to repeat this process for Inventory, applying the same principles to track consumables, spare parts, and other critical materials. This will give you a complete view of all physical items in your operation and allow Foreman to deliver full lifecycle visibility for both assets and inventory.