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Asset Import : A Step-by-step guide

Asset Import : A Step-by-step guide

Owned by Jinny
Jan 24, 2025
3 min read

Why Use This Feature?

This feature provides a convenient and efficient way to create assets in bulk, versus the existing method of creating them one by one.

How to Import Assets from a Spreadsheet file

Step 1: Prepare Your Spreadsheet

  1. Open your spreadsheet application (e.g., Microsoft Excel, Google Sheets).

  2. Organize your data. Ensure the header and data in each of the column comply to the Rules. (See Loading merge files when importing assets)

  3. Save your spreadsheet in a compatible format CSV with comma or Tab as delimiter in your preferred location on the computer.

Step 2: Open SynMain and access the Asset Import functionality

  1. Launch SynMain.

  2. Navigate to Module > General Ledger > Asset Import from the main menu.

 

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Tip: You can also access the General Ledger functions by clicking the General Ledger toolbar icon. GL.jpg

Step 3: Import the Spreadsheet you have prepared.

  1. Click Load From File. Browse to the location where the spreadsheet resides and select your prepared spreadsheet file.

  2. Enable/disable header record option according to your spreadsheet.

  3. Set the delimiter used in the spreadsheet. Enter comma or T for tab-delimiter files.

 

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Step 4: Review and Confirm

  1. Preview the data in the Asset Import Window for errors or mismatches.

  2. Correct invalid data errors for records with the information provided under Status Message column.

  3. If required, add or modify any data by clicking on any data cell and provide the information. Except for Status Message, any other cell is editable.

  4. Confirm the records to import by ensuring they have been selected by ticking the checkbox under Select column. Once you are satisfied, click Accept and Create assets.

 

 

Step 5: Verify the Import

  1. Go to Asset Register Maintenance and verify that all assets have been imported correctly.

 

 

 

Tips for a Smooth Import

  • Ensure data consistency: Make sure all data entries follow a consistent format.

  • Test with a small dataset: If you're importing a large number of assets, start with a small sample to ensure the process works smoothly.

  • Take your time before submitting: The intention of the preview prior to clicking “Accept and Create”, is your last chance to change your mind. Review the records carefully prior to submitting. It may be a good idea to run an Assets report prior to and after the import, for later comparison.

 

Communicate with Users

  • During the upgrade, any user that previously had the permission to the Asset module (AST) will also have been given the permission for this program. If you wish to disallow access to this for any of the users, you can modify the permission AssetBulkImport specifically under the module as appropriate.

 

 

  • Tell your staff about the new functionality, and encourage them to use it

  • You may wish to provide training or policy guidance to users on how to utilise the new functionality effectively.