Frequently Asked Questions

Use this section to review common questions and answers about fixed asset import in WorkBook.

• Q: What file formats are supported?

  A: Excel (.xlsx and .xls).

• Q: How many assets can I import at once?

  A: Between 1 and 1,000 assets per import batch. For larger volumes, split into multiple files.

• Q: Can I update existing assets using the import?

  A: No. The import creates new assets only. To modify existing assets, use the asset detail page.

• Q: What happens if the import fails partway through?

  A: The entire import is transactional. If any asset fails to persist, the whole batch is rolled back and no changes are saved.

• Q: Do I need to provide all 22 columns?

  A: You must include all 22 column headers, but only the required fields need values. Optional columns can be left blank.

• Q: Can I create multiple asset groups in one import?

  A: Yes. If rows in your file specify different group names or parameters, WorkBook creates a separate group for each unique combination.

• Q: What date format should I use?

  A: Use standard date formats recognized by Excel (for example, 2025-06-30, 30/06/2025). Dates are normalized to the last day of the month for depreciation purposes.

• Q: How is Current Book Value calculated if I leave it blank?

  A: WorkBook calculates it as Initial Value − Accumulated Depreciation.

• Q: What GL account types are required for asset groups?

  A: Group accounts (Asset, Accumulated Depreciation, Depreciation Expense, Revaluation, Disposal) must be of the automatic type and must not be blocked or excluded from fixed assets.