Create asset classifications in bulk—Fixed Assets Management

Use the import service to create asset classifications in bulk. Bulk import streamlines Fixed Assets Management setup and reduces the time and effort required to create classifications individually.

  • Imports of 10 rows or less are imported online and process faster so you can test your file before doing a full import.

  • Imports of more than 10 rows are imported offline. When an offline process is complete, you receive an email notification with the results.

1. Download the template and add data

Use our template file as a starting point.

  1. Download the template file.

  2. Open the file.

  3. Add your data to the sheet.

    • Use the field descriptions in the template to learn what data to provide in each column.

    • Asset classification ID and Asset classification name are the only required fields.

    • To add multiple depreciation rules to a classification, enter the first rule on the same row as the classification information. For each additional rule, add a new row below the classification and enter values only in the depreciation rule columns. Leave all other columns blank.

  4. 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.

SubscriptionFixed Assets Management
Regional availability

All regions

User typeBusiness
Permissions

Fixed Assets Management

  • Classification: List,  Add

  1. Go to Fixed Assets Management > All > Asset classifications.

  2. Select Import.

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

  4. Upload your file.

  5. If your file contains multiple sheets:

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

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

    3. Select Continue.

  6. Verify that the fields are mapped correctly.

    Learn about mapping fields.

  7. Select Complete.

    The import service extracts the file data into the Create sheet. Each asset classification and its associated depreciation rule rows are assigned the same Header number, making it easy to identify which rules belong to each classification.

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

    Learn about fixing errors in the import service.

  9. If you made changes, select Revalidate to verify your work and clear errors.

  10. Select Import.

    For offline imports (more than 10 rows), 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 view process details by selecting the Jobs (truck icon) at the top right of the page.