Import Assets

Import multiple assets at once using a CSV file. The import feature creates groups, units, and locations automatically if they don't exist.

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1. Access Import

Navigation: Assets → Import from the sidebar.

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2. Import Steps

Step 1: Download Template

1. Click Download Template
2. Open the CSV in Excel or a text editor
3. The template includes column headers and example rows

Step 2: Fill in Your Data

Add one row per asset. Use the columns described below.

Step 3: Upload

1. Click Select CSV File
2. Choose your completed CSV file
3. Click Import or Upload
4. Review the import summary (imported count, failed count, errors)

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3. Expected Columns

Column	Description	Required
asset_code or code	Unique code. Auto-generated if empty	No
asset_name or name	Asset name	Yes
quantity or amount	Quantity. Default: 1	No
unit	Unit name (e.g., Pieces). Created if not exists	No
group or category	Asset group. Created if not exists	No
location	Location. Created if not exists	No
purchase_date or date_buy	YYYY-MM-DD format	No
warranty_months or warranty_period	Warranty in months	No
price or unit_price	Unit price	No
depreciation_months or depreciation	Depreciation period in months	No
supplier or supplier_name	Supplier name	No
description	Asset description	No
manufacturer	Manufacturer	No
model or model_number	Model number	No
serial or series	Serial number	No

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4. CSV Format Tips

• Encoding: UTF-8 (with BOM for Excel compatibility)
• Separator: Comma (,)
• Headers: First row must contain column names
• Dates: Use YYYY-MM-DD (e.g., 2025-01-15)
• Empty values: Leave cell empty; defaults will apply

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5. After Import

• Imported count - Number of assets successfully added
• Failed count - Rows that could not be imported
• Errors - List of errors (e.g., "Row 5: Missing asset name")

Fix errors in your CSV and re-import failed rows if needed.

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6. Import History

The module stores import history:

• Filename
• Total rows, imported, failed
• Who imported, when
• Error details

Check Settings or Import History (if available) to review past imports.

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Best Practices

• Test with a small file first (5-10 rows)
• Match column names exactly to the expected format
• Use consistent group/unit/location names for proper categorization
• Backup before large imports - import cannot be easily undone