Import & Export Data

Import data from CSV/Excel files or export your data to various formats

Import Data

Import bulk data from CSV, Excel, or PDF files. Supported entities:

  • Assets - Import asset inventory
  • Locations - Import location hierarchy
  • Cost Centers - Import cost center structure
  • Persons - Import employee/custodian data
Import Wizard (Recommended) Quick Import
Export Data

Export your data to CSV, Excel, or PDF formats. Supported entities:

  • Assets - Export complete asset listing
  • Depreciations - Export depreciation schedules
  • Financial Summary - Export financial reports
  • All Master Data - Locations, Cost Centers, Persons
Start Export
Import/Export Guidelines
Import Best Practices:
  1. Download the CSV template before importing
  2. Ensure all required fields are filled
  3. Use consistent date formats (YYYY-MM-DD)
  4. Check for duplicate entries
  5. Validate data before large imports
Supported File Formats:
  • Import: CSV, XLS, XLSX, PDF
  • Export: CSV, XLSX, PDF
File Size Limits:
  • Maximum upload: 10 MB
  • Recommended batch size: 1000 records