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Import assets into your inventory
Import assets into your inventory

How to add assets to your inventory using our import template.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

You can use a downloaded template to import your assets into your inventory rather than adding assets manually.

📎NOTE: Importing assets doesn't overwrite any of your existing assets.

  1. Click on your name in the top right, then click settings.

  2. On the settings menu, click Assets, then click Inventory.

Download import template

  1. Logged in as administrator or asset administrator, click Import.

  2. Click Download template.

  3. Fill out the template

  4. You must enter an Asset name. Other fields can be left blank, but you can choose to enter information for them to import. These include:

    • Asset category

    • Description

    • Asset number

    • Serial number - If you enter a serial number, if it is a duplicate of a serial number already used for an existing asset in Sage HR, the import will fail. Please make sure it is a unique number.

    • Currently with - This is the email address of the employee that has been given the asset. Leave this blank to keep the asset unassigned.

    • Date given - This is the date when the asset was given to the employee. If the Currently with column is filled, but no date is added, today's date is used by default.

  5. Once filled in you can use this to import these assets.

Import completed template

  1. Click Import.

  2. Click Select file, then browse to the relevant import file.

  3. Click Import.

  4. Once done, you are told if all entries have imported successfully. Click Close.

You can now see your imported assets.

Return to Set up assets

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