Import asset data from an Excel spreadsheet
Use the
Utilities
, Import Asset Data
, Excel spreadsheet
command to import a client's asset data from a Microsoft Excel spreadsheet into Fixed Assets CS.note
Only complete asset information can be imported to set up a new asset. It isn't possible to add information to existing assets. So, for example, it isn't possible to add the Book treatment to existing assets through an import.
Imports always append the Asset List, existing assets are not replaced.
To import asset data into Fixed Assets CS from a spreadsheet, you must complete all of these procedures in the following order.
