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Importing Assets from Excel

Reportance allows you to bulk import assets from another system via Excel. You can also use this tool as a means of quickly creating multiple new assets from a client ledger export.


Import Template


To access the excel template for importing, go to the Assets screen, and click on Import from Excel.



This will open a dialogue where you can access and download the Import Template.



Once downloaded follow the instructions in the Excel worksheet that corresponds to your client's accounting system to copy the data into the worksheet.

 


Once you have clicked the Convert button the data will be displayed in Sheet 1 in the appropriate format for importing into Reportance. You are also able use this sheet as a means of quickly creating multiple new assets. Save your file.



There are two things to note with the import template:

  1. Asset Group: If an asset group does not exist within Reportance by the provided name, a new one will be created automatically during the import process (noting that this is case sensitive).
  2. Accounting: The accounting fields are optional, as the import process allows you to copy all Taxation values into the corresponding Accounting values.

Running the Import


To run the import, return to the dialogue screen and upload the Excel file by clicking on the Choose File button. You then need to choose the relevant depreciation year. Check the 'Copy taxation values to accounting values' if your import only contains Taxation data. Finally click on the Prepare Import button.



A message will appear to show how many assets will be imported. Click the Import Assets button to finalise the import.



All Asset Groups will now appear on the left menu of the main Assets screen. 



Next article: Assets - Reports


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