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Fixed assets are usually imported once when the accounting software is changed. The migration of assets can also take place after the change of accounting software; our consultants can make appropriate suggestions.
As the import processes key date values and not transactions, it is advisable to obtain these values from a report with a key date character (statement of changes in fixed assets of a published balance sheet).

The Import assets form

To import existing data from another accounting system, Scopevisio offers an import function for data in CSV format. You can find the import at
OpenScope > Import & Export > Manage financial imports > Import assets.

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You can either drag the file to be imported onto the button with the mouse or open a selection menu by clicking on it and selecting the file there. Alternatively, you can copy and paste your data into the top left-hand cell.

Import settings

Next to the upload button is the link to the import settings. Here you can make various settings that affect the import of the file.

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If you have already selected a file, the data preview shows how the current settings affect the import. This is particularly useful if you do not know the encoding of the document to be imported.

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Further options

The following three options are for professionals and special cases and are therefore not activated by default.

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• Account number,
  please note the leading zero of the account number (1)

• Inventory number

• Description

• AHK date

• Historical depreciation start date,
  the useful life is calculated from this value

• Acquisition date (2), see above.

• Useful life Years

• Depreciation type

• AHK amount

• Book value
  this is the book value on the transfer date

Import

If there are no more errors, you can start the actual import with Import . You will receive feedback on how many assets have been imported.

The Manage import runs link at the bottom left takes you to a new form. Here you will find an overview of the imports carried out. You can display the details of an import by double-clicking on a line or via the Display / Cancel element. In the detailed view, you can edit or remove individual assets.

Import templates

If you frequently import CSV files, we recommend creating an import template.

Both the column assignment and the import settings, i.e. coding, date format, separators and more, are saved in the template.