Importing Assets into Wafeq

English Template (1).pngWhen managing a company with a large number of fixed assets, manually entering each one can be time-consuming and inefficient, especially during the initial system setup or when migrating data from another sysem.

That’s why Wafeq offers a fixed assets import feature, allowing you to upload all asset data at once from an Excel or CSV file, without the need to add each asset one by one.

This guide walks you through the process step by step, showing you how to import fixed assets into your Wafeq account.

 
 

How to Import Fixed Assets into Your Account?

Click on “Fixed Assets” from the main menu, then click the “Import” button.

 
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To ensure a smooth and error-free import, you should follow Wafeq’s import template and fill in all the data accordingly, so Click "Download a Template" in either Excel or CSV format, depending on your preference.

 

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The template will be downloaded automatically. You can either enter the data directly into it or adjust your existing file to match the template’s format, structure, and required fields.

 
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Once your file is ready and you've clicked the Import button, click to upload or drag the file into the designated area, then click Next.

 
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To match your file data with the fields in Wafeq:

  • The left column: "Column name in Wafeq" which shows the fields available in Wafeq. To enable importing a specific field, click the button next to it.
  • The right column: "Column name in your file" which displays the column headers from your Excel or CSV file. From each dropdown, select the column that matches the corresponding Wafeq field. Each Wafeq field will be mapped to its matching column in your file.
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Once the mapping is complete, the imported data will appear on the right side of the screen.
Review the entries, make any necessary edits, then click “Save” to finalize the import.

 
Mandatory fields must be enabled and imported, while optional fields can be selected based on what you need to include.

 

If certain optional fields apply to only some of your assets, it's recommended to enable them. The system will recognize and import these fields where available, while leaving them blank for other assets and this will not affect the accuracy of your data.

 

Make sure the data in your file matches the exact format used in the system.
To ensure successful import, you need to follow Wafeq’s field structure and naming conventions precisely.

 

The imported assets will appear in your assets list immediately after saving. You can click on any asset to view or edit it, just like assets that were added manually through the system.

 
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