Importing New Records - Fixed Assets
Follow the steps for Importing New Records

Field Required Type Sample Value Notes
Fixed_Asset_Id No Key Id Field "1001"  
Asset_Name Yes Text "Computer Equipment"  
Asset_Identifier Yes Text "ABC12345" Must be unique
Acquisition_Date Yes Date "2024/01/15"  
Acquisition_Price Yes Decimal "1500.00"  
Disposal_Date No Date "2028/06/30"  
Disposal_Price No Decimal "500.00"  
Disposal_Method No Datasource Data "Sale" Must match an existing disposal method in the system
Asset_Status No Datasource Data "Active" Must match an existing asset status in the system
Depreciation_Method Yes Datasource Data "Custom" Must be one of these: Custom, Linear, Remaining Life, Declining Balance 150, Declining Balance 200, or Sum of Years
Depreciation_Frequency Yes Datasource Data "Monthly" Must be one of these: Yearly, Quarterly, Monthly
Depreciation_Convention Yes Datasource Data "Half-Year" Must be one of these: Full Month, Mid Month, Mid Quarter, Mid Year, Acquisition Date
Life_Of_Fixed_Asset No Integer "5"  
Residual_Value No Decimal "100.00"  
Notes No Text "Office use"  
Asset_Account_Id Yes Identifier "123" Must match an existing GL Account Id with category Asset in the system
Asset_Account_Number No, unless Asset_Account_Id is not specified  Lookup "1-00-00-4165-127" Must match an existing GL Account number with category Asset in the system
Depreciation_Account_Id No Identifier "456" Must match an existing GL Account Id with depreciation type in the system
Depreciation_Account_Number No Lookup "1-00-00-4165-129" Must match an existing GL Account Id with depreciation type in the system
Depreciation_Expense_Account_Id No Identifier "789" Must match an existing GL Account Id with expense category and depreciation type in the system
Depreciation_Expense_Account_Number No Text "1-00-00-4165-128" Must match an existing GL Account Id with expense category and depreciation type in the system
Total_Accumulated_Depreciation No Decimal "750.00"  
Total_Accumulated_As_Of_Date No Date "2026/12/31"  
Attribute1_Id No Identifier "5001" Must match an existing Attribute1 Id in the system
Attribute1_Name No Lookup "Category"  
Attribute1_Comment No Text "High-end model"

See also

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