Fixed Assets Help Center
User Guide

7. Generating Schedules via Import

Complete & Continue Next Lesson Learn More

Automatic Method via Import

Sage Intacct supports importing new or existing assets. Currently, the Fixed Asset module can only calculate depreciation using the straight-line method at upload. The Import tool allows data to be imported only from comma-delimited (CSV) files. The Import tool will create one record for each row of data in the file. If the company is multi-entity, it is essential to be in the correct entity before proceeding to the next steps.

*If Validation Rules are enabled, an upload can only be done at the entity level.

  1. Navigate to Fixed Assets > Assets > Import.

  2. Browse to find the populated CSV file and click Next.

  3. For Import Mode:

    1. Online: for templates with fewer than 20 entries

    2. Offline: for templates with more than 20 entries

  4. In the Select Map field, choose the desired mapping from the drop-down menu.

  5. In Notify Email Address When Import Is Complete enter the email address that should receive this notification, which is typically the email address of the individual who is doing the importing.

  6. Click Import. Check the specified email address for confirmation of the import. This may take some time, depending on the amount of data in the import file