How to import assets

How to import assets

This function allows users to import assets from an Excel spreadsheet into the system. Import your assets only once and thereafter only the differences to prevent totals from multiplying.

My School > System > Assets > Manage > Import Assets

How do I import assets?

  1. Download the Excel import template.
  2. Complete the template with your asset data.
  3. Upload the completed file.
  4. Match the imported fields to system fields.

    • Related Articles

    • How to import assets in bulk

      Assets can be entered in bulk on an Excel template and then imported into the d6+ Asset list, where they display per item. My School > System > Assets > Manage: Import Assets Important: If you need to add additional items after a previous import, ...

    • How to set up and manage the Assets register

      The Assets module enables schools to set up and manage a complete asset register, covering categories, locations, suppliers, importing and reporting. My School > System: Assets What are the sections of the Assets register? System Lookup: Asset ...

    • How to upload and import an SA-SAMS database

      This function allows you to upload a zipped SA-SAMS database to retain extra or additional static data captured in SA-SAMS in all future exported databases from the d6+ system. This step is not compulsory but is useful for schools that need to retain ...

    • Generate an imported assets report

      This article explains how to generate a report of imported assets in d6+. You can filter by grouping, owner, location, status, and date range to view specific asset records. My School > System > Assets > Reports > Imported Assets How do I generate an ...

    • How to manage imported assets

      This article explains how to modify descriptions of imported assets, delete assets and obtain an overview of individual assets in d6+. My School > System > Assets > Manage > Manage Imported Assets How to modify an imported asset's description Select ...