Assets Import Process


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Go to Settings -> Assets Import

Assets import screen.

Download the Template file and populate with client data

The file can be used to import assets for multiple clients at once. Make sure the client exists in Narmada.

You can reference existing Asset Types to make sure imported assets get placed in their desired section. NOTE Asset fields are not customizable currently.

Narmada asset type screen.

If you decide to use new asset types in the Excel file, the Asset Type will get created in Narmada.

Any Asset Type fields that are not currently selected to be displayed under a particular Asset Type will be automatically added during the process.

Edit asset types.

Import the file and check the import log to make sure all records imported properly

Import assets log screen.

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