{"id":25149,"date":"2024-12-12T08:05:24","date_gmt":"2024-12-12T08:05:24","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a7%d8%b3%d8%aa%d9%8a%d8%b1%d8%a7%d8%af-%d8%a7%d9%84%d8%a3%d8%b5%d9%88%d9%84-%d8%a8%d8%a7%d9%84%d8%a5%d9%83%d8%b3%d9%8a%d9%84\/"},"modified":"2025-05-29T13:04:27","modified_gmt":"2025-05-29T13:04:27","slug":"importing-assets-via-excel","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/importing-assets-via-excel\/","title":{"rendered":"Importing Assets via Excel"},"content":{"rendered":"

[vc_row][vc_column][vc_column_text css=”.vc_custom_1734004461968{margin-left: 200px !important;}”]The process of adding assets to the system can be done individually for each asset or by uploading all assets in an Excel file at once. This guide explains how to prepare the Excel file and how to import the assets into the system in a few moments.[\/vc_column_text][vc_custom_heading text=”Reviewing the Excel File for Asset Data Import” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1734004480647{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][vc_column_text css=”.vc_custom_1746519999465{margin-left: 200px !important;}”]<\/p>\n

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Make sure that the Excel file contains all the necessary asset data that you wish to upload to the system. This should include the asset code, purchase price, cash account, useful life, and other relevant information.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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The Excel file should be in CSV format.<\/p><\/blockquote>\n<\/div>\n

[\/vc_column_text][vc_custom_heading text=”How to Import Assets via Excel File” font_container=”tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2″ use_theme_fonts=”yes” css=”.vc_custom_1734006037106{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}”][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=”.vc_custom_1746520042682{margin-left: 200px !important;}”]<\/p>\n

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Click on “Assets<\/strong>” under “Accounting<\/strong>” in the main menu, then click on the “Import<\/strong>” button.<\/p>\n<\/div>\n<\/div>\n<\/div>\n

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  • Select the \u201cComma Separated<\/strong>\u201d option and click on \u201cChoose File<\/strong>\u201d to upload the desired Excel file from your device.<\/li>\n
  • Depreciation Method:<\/strong> Choose the depreciation method for the assets listed in the Excel file.\n
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    • If you are using different depreciation methods for the assets, you should upload multiple Excel files, each containing assets with the same depreciation method.<\/li>\n<\/ul>\n<\/li>\n
    • Click on the \u201cNext Step<\/strong>\u201d button.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n

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      • Note: If each column has a header like “Date<\/strong>” or “Amount<\/strong>,” do not enable the option “Import first row<\/strong>.” However, if the columns do not have headers, enable this option to prevent losing any data during the upload process.<\/li>\n<\/ul>\n<\/div>\n
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        Match the data in the Excel file containing the assets with the corresponding fields in the system so that the system can recognize the type of data being uploaded. Then, click the “Import<\/strong>” button.<\/p>\n<\/div>\n<\/div>\n<\/div>\n

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        Note: The fields marked with the \u201c*\u201d symbol are default fields for assets, and you should include them in the Excel file. As for the other fields, you can leave them empty if you do not want to upload them through the Excel file.<\/p>\n<\/div>\n

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        A message will appear showing the number of assets successfully imported, as well as those that failed to import, along with an explanation of the error, so you can fix the issues that caused the failure.<\/p>\n

        After successfully importing the assets via the Excel file, you can go to the \u201cAssets<\/strong>\u201d dropdown under \u201cAccounting<\/strong>\u201d in the main menu to find the assets you uploaded to the system.<\/p>\n<\/div>\n<\/div>\n

        [\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2109,2108,2114],"tags":[7680,7681,7631],"class_list":["post-25149","user_manual","type-user_manual","status-publish","hentry","category-general-accounting","category-accounting","category-assets","tag-import-assets","tag-import-assets-from-excel","tag-import-from-excel"],"yoast_head":"\nImporting Assets via Excel - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/importing-assets-via-excel\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Importing Assets via Excel - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=”.vc_custom_1734004461968{margin-left: 200px !important;}”]The process of adding assets to the system can be done individually for each asset or by uploading all assets in an Excel file at once. 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