Asset register in browser 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 import
Before 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 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 file
You can only import one CSV file per import session. If you have more than one file to import, repeat the steps.
|title||To import a CSV file|
- Open the Asset register for your client.
- Choose Add asset in the top-right corner and then choose Import CSV.
- Follow the on-screen instructions to upload the CSV file.
|title||To review and confirm the uploaded data|
Based on the validity of the data you upload, 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 3 sections:
Assets that are missing key information. We won't import these assets unless you complete the missing information.
Enter all the missing information to ensure accurate calculation of your assets before you click Confirm import.
We have automatically updated the assets based on the following business rules:
- Tax start date has been updated
- Tax depreciation method and/or rates have been updated
- Combination of the above
We recommend that you review the updated fields before you click Confirm import.
|Green||Assets that are ready to be imported.|
|title||Troubleshooting import errors|
If your CSV file has the incorrect format we'll display errors on the screen along with the reason for the error.
Make sure that your file:
If you receive any of the import errors, review and adjust the format of the CSV file and import again.