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Import asset data from Excel

Step 1: Create an Excel spreadsheet template

Follow these steps to create a spreadsheet template, which can be used to import asset details into Fixed Assets CS.
For example, if asset information can't be entered directly into Fixed Assets CS or is tracked outside of Fixed Assets CS throughout the year, you can create a blank spreadsheet template, enter asset information into the spreadsheet, and then import the data into Fixed Assets CS.

Create a blank spreadsheet template

  1. Select
    File
    ,
    New Client
     to create a new client in Fixed Assets CS.
  2. Select
    Utilities
    , then
    Export Asset Data
    .
  3. In the
    Custom report layout
     field, select
    Template Import Spreadsheet
    .
  4. In the Format group box, select the
    XLS
     option.
  5. Select the
    Change Location
     button, go to the location where you want to save the spreadsheet, and select
    OK
    .
  6. Enter a name for the spreadsheet in the
    Name of file to be created via export
     field.
  7. Select the
    Export
     button.
  8. Select
    Done
    .

Enter asset details into the spreadsheet template

  1. Open the spreadsheet template that you created in the previous steps.
  2. Enter asset data into the spreadsheet template, using the headings in the spreadsheet as a guide for entering the data. It isn't necessary to complete the AMT columns as the application can generate them after the import is complete. Don't use commas or quotation marks in any cells.
  3. Save the spreadsheet. We recommend you select
    File
    ,
    Save As
     and enter a unique name for the populated spreadsheet to preserve the original, blank spreadsheet template for future use.

This article applies to:

  • Product: Fixed Assets CS
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