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, clear the Excel sheet first before adding new entries. Failing to do so will create duplicate items in the system.

How do I prepare the import template?

1. Click Download Asset Import Template and open the downloaded Excel file.

2. Click Enable editing at the top of the screen.

3. Read the Instructions sheet (Sheet 1) for the correct format and values for each column.

4. Enter your assets on Sheet 2. When done, delete the example line at the top of the sheet.

5. Save the file as a CSV (Comma Delimited) (*.csv) file: click File > Save As, then under Save as type select CSV (Comma Delimited) (*.csv).

• Note: Do not select CSV (Macintosh) or CSV (MS-DOS). If a warning appears, click OK and Yes to continue.

How do I import the assets into d6+?

1. Close the template file before starting the import.

2. Go to My School > Assets > Manage: Import Assets and click Choose File (Step 1) to select your saved CSV file.

3. Keep the default settings: tick for column headings, field delimiter = comma, enclosure character = double apostrophe (“).

4. Click Next. The system maps columns from the template to the corresponding fields.

5. If any rows in the Database field column are empty, drag the appropriate field tag from the right into the relevant row.

6. Click Import Assets. A message shows the number of individual items that will be imported (e.g. 100 chairs, 3 desks).

7. Keep your internet connection active until the import is complete.

8. If no errors occurred, click Match Asset Owner Fields to match selected fields to the system. This can also be done later via Match Imported Assets Fields.

Frequently asked questions

What happens if I import assets without clearing the sheet first?

If the Excel sheet from a previous import is not cleared before adding new rows, the system will re-import all previous entries as duplicates. Always start with a clean sheet when adding new assets.

Can I import a partial list and add more assets later?

Yes, but you must clear the Excel sheet before adding and importing new entries. Do not append to the previous file — create a new file containing only the new assets.

Why must I save as CSV (Comma Delimited) and not the other CSV formats?

The system requires a standard comma-delimited CSV. The Macintosh and MS-DOS variants use different character encodings that may cause import errors.