Rules and requirements for entering fixed asset details into the import template

Follow these rules and formatting requirements when you complete the import template for fixed assets.

Rules for entering fixed asset details

  • Leave the first row in place as the header row.
  • Columns must stay in the same order as the template.
  • Don't remove any columns.
  • Delete all sample data rows.
  • The asset number must be unique. If the number matches an existing draft asset it will update the asset's details. If the number matches an existing registered asset the import can't be completed. Change the asset number or remove the asset from the import file.
  • You must choose one of these date formats for all assets in the import file:

    • dd/mm/yyyy
    • mm/dd/yyyy
    • yyyy/mm/dd
  • Maximum number of assets you can import at one time is 1000.

If you downloaded a version of this template before 22 September 2015, you won't be able to upload it. Make sure you download this latest version.

Template field requirements

Fields with an asterisk (*) are mandatory.

ColumnColumn header in templateAsset field in XeroDescription
A*AssetNameAsset NameRequired field, name of asset.
B*AssetNumber Asset NumberRequired field, must be unique, can use any format.
CPurchaseDate Purchase DateDate format.
DPurchasePrice Purchase PriceNumber (no currency symbol or commas). For example, 1250.75.
EAssetType Asset TypeThe exact name of an asset type in your fixed assets settings.
FDescription DescriptionFree text.
GTrackingCategory1  The exact name of existing tracking category 1 in your settings.
HTrackingOption1  The exact name of existing tracking option 1 in your settings.
ITrackingCategory2  The exact name of existing tracking category 2 in your settings.
JTrackingOption2  The exact name of existing tracking option 2 in your settings.
KSerialNumber Serial NumberFree text.
LWarrantyExpiry Warranty ExpiryDate format.

Book Value

Leave these fields blank if you want the asset to use the asset type defaults.

If you want the asset to have different values from the asset type defaults, enter information into these fields.

MBook_Depreciation
StartDate
Book Value
Depreciation Start Date
Date format.
NBook_CostLimitBook Value
Cost Limit

Number (no currency symbol or commas). For example, 1250.75.

Can't be greater than PurchasePrice.

Can't be negative.

OBook_ResidualValue Book Value
Residual value

Number (no currency symbol or commas). For example, 1250.75.

Can't be greater than Book_CostLimit.

Can't be negative.

PBook_Depreciation
Method
Depreciation Method

Exact text of the depreciation method:

  • No Depreciation
  • Straight Line
  • Diminishing Value
  • Full Depreciation at Purchase
QBook_AveragingMethod Averaging Method

Exact text of averaging method:

  • Actual Days
RBook_Rate Depreciation Rate

Enter either:

  • Depreciation rate - Enter a number, for example, 15.25
  • Years - For example, 5

Enter information in one column only.

SBook_EffectiveLife Effective Life (Yrs)
TBook_OpeningBook
AccumulatedDepreciation
Depreciation as at the end of the financial year before the year you start using fixed assets in Xero.

Number (no currency symbol or commas). For example, 1250.75.

If you've previously depreciated this fixed asset outside Xero, enter the accumulated depreciation amount.

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