Create assets in bulk—Fixed Assets Management

Use the import service to create assets in bulk.

You can import assets into the following states: Construction in progress, Ready for review, In service. We recommend importing in batches of up to 1,000 assets at a time.

1. Download the template and add data

We recommend using our template file as a starting point.

1. Download the template file.

2. Open the file.

3. If your company uses user-defined dimensions or custom fields, add columns for them.

4. Add your data to the sheet.

   Use the field descriptions in the first row to learn more about what data to provide in each column.

   Required fields for creating assets

   • Asset name

   • Status

   • Asset cost

   • Asset type

   • Depreciate

   • Quantity

   • Salvage value

   • Acquisition date

   • State

   • Location (if allocation is not specified)

   If the asset is in service and depreciable, the following fields are also required:

   • In-service date

   • Asset classification ID

   • Asset GL account ID

   • Accumulated depreciation GL account ID

   • Depreciation expense GL account ID

   • Provision derogatory, Accumulated provision derogatory, Reversal derogatory GL accounts (if a depreciation method is DER)

   • At least one Journal posting rule, Depreciation method, and Useful life of a depreciation rule (if the classification does not provide one)

   • Depreciation rate (if the depreciation method is CDBT or CDB)

   • Historical accumulated depreciation (if the asset is historical and your company is configured for manual entry)
     

     If you provide Historical accumulated depreciation for a rule, you must also specify the Journal posting rule, Depreciation method, and Useful life.

   We recommend importing in batches of up to 1,000 assets at a time.

5. Save the file as an XLSX or CSV.

   Learn more about import templates.

2. Map and import the file

After your file is prepared, add it to the import service. You will then map the columns in your file to the fields in Intacct. You will also have the option to map your field values to match the Intacct requirements for each field.

If you use an asset classification that was created in a specific entity, make sure you switch into that entity first.

1. Go to Company > Setup > Import data.

2. Select New import service.

3. Find the Fixed Assets Management section.

4. Next to Assets, select Create.

5. If there are any existing rows from a previous import, delete them to start a new import.
   

6. Upload your file.

7. If your file has more than one sheet in it:

   1. For Select a sheet to load from, select the Create asset template sheet.

   2. For Select a sheet to import this data to, under Assets, select Create.

   3. Select Continue.

8. Verify that the fields are mapped correctly.

   Learn about mapping fields.

9. Select Complete.

   The import service extracts the file data into the Create sheet. Each asset is assigned a Header number, making it easy to identify which depreciation rule lines correspond to each asset. For depreciation rule lines, only the applicable fields are editable, while the rest are read-only.

10. If there are any errors, review and correct your data.

    Learn about fixing errors in the import service.

11. If you made changes, select Revalidate to check your work and clear errors.

12. Select Import.

    For offline imports (imports of more than 10 assets), an in-progress sheet appears in the sidebar. You’ll receive an email notification with a summary of the results when the offline process is complete. You can also view process details by selecting the Jobs (truck icon) at the top right of the page.