Asset register in browser only. Australia only. You can import assets into the asset register from a CSV file. You might have created this file in Excel or exported from another system. Prepare to importBefore you import, check that the file format is correct by opening it in Excel (or your preferred spreadsheet software). Check that all the column headings match the CSV file format table. To help make importing easier, we've created a template that already contains with all the column headings in the required format. Download this template file and , open it in Excel, then add your own data. Importing a CSV fileYou can only import one CSV file per import sessionat a time. If you have more than one file to import, repeat the steps. | UI Expand |
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| title | To import a CSV file |
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| - Open the Asset register for your client.
- ChooseClick Add asset in the top-right corner and then chooseselect Import CSV.
 Image Modified - Follow the on-screen instructions to upload import the CSV file.
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| title | To review and confirm the uploaded imported data |
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| Based on the validity of the data you uploadimport, you may be asked to review the information before you confirm the import into the asset register. The asset import review screen contains up to has 3 coloured sections: | |
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Red | Assets that are missing key information. We won't import these assets unless you complete the missing information. Enter all the Enter the missing information to ensure accurate calculation of your assets before you click Confirm import. | | Yellow | We have 've automatically updated the assets based on the following business rules: - Tax tax start date has been updated
- Tax tax depreciation method and/or rates have been updated
- Combination a combination of the above
We recommend that you review the updated fields before you click Confirm import. | | Green | Assets that are ready to be importedimport. |
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| title | Troubleshooting import errors |
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| If your CSV file has the incorrect format formatting we'll display errors error messages on the screen along with the reason for the error. Make sure that your file: If you receive any of the import errorsget error messages, review and adjust fix the format of the CSV file and import try importing again. |
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