Adding and Editing Tools

How to create new tool entries, edit existing ones, and bulk import tools via CSV.

Adding and Editing Tools

Only Owners and Admins can create or modify tool entries. Members can browse the catalog but cannot make changes.

Adding a New Tool

  1. Go to the Tools page and click Add Tool.
  2. Fill in the required fields -- at minimum a Name is needed.
  3. Add optional details like description, website, department, tags, monthly cost, status, and compliance fields.
  4. Click Save.

The new tool appears in the catalog immediately and is visible to all team members.

Editing an Existing Tool

  1. Open the tool you want to update by clicking its card in the catalog.
  2. Click the Edit button (visible to Admins and Owners only).
  3. Update any fields you need to change.
  4. Click Save to apply your changes.

Edits take effect immediately. There is no draft or approval step for tool metadata changes.

CSV Bulk Import

If you have a large number of tools to add, the CSV import feature saves time.

  1. On the Tools page, click Import CSV.
  2. Upload a .csv file with columns matching ToolTrack AI fields. The expected columns are:
    • name (required)
    • description
    • website
    • department
    • tags (comma-separated within the cell)
    • monthly_cost
    • status (active, under_review, or deprecated)
    • data_classification (public, internal, confidential, or restricted)
    • soc2_status
    • dpa_status
    • risk_level (low, medium, high, or critical)
  3. Preview the import to verify the data looks correct.
  4. Click Confirm Import to add all tools at once.

Tips:

  • Download the CSV template from the import modal to see the exact format expected.
  • Duplicate tool names are flagged during preview so you can resolve conflicts before importing.
  • You can re-import at any time -- existing tools with the same name will be updated rather than duplicated.