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Step 2: Prepare spreadsheet data for import
Before importing asset data from Excel (or another spreadsheet application) into Fixed Assets CS, you may need to take steps to prepare the data for import. Review the following information before importing asset data.
General information
- Verify that the spreadsheet from which you'll import asset data resides on your local hard drive or on a network drive. If you received the spreadsheet via email, save the spreadsheet to your local hard drive.
- If the spreadsheet is password-protected, you'll need to enter the password when you select the spreadsheet for import. However, if a password is required to change the spreadsheet, you won't be prompted for the password because Fixed Assets CS uses read-only access to extract the asset data from the Excel file.
Formatting guidelines
Consider the following guidelines when preparing to import asset data from an Excel file into Fixed Assets CS.
- Some formatting options in Excel don’t affect the asset data that is imported into Fixed Assets CS.note
- If a date is formatted in Excel as 18-Mar-2005, the value of 3/18/2005 is imported into Fixed Assets CS.
- If dollar amounts are formatted as numerals (instead of currency) in Excel, the amounts will still import into Fixed Assets CS as dollar amounts.
- Columns that are hidden in Excel will display in the Data to import grid of theImport Spreadsheetwindow in Fixed Assets CS.
- If the spreadsheet contains headings, subtotals, totals, and footnotes, you can use theImport Spreadsheetwindow to omit these rows from the import. By omitting the rows, you can prevent unwanted data from being imported into Fixed Assets CS.noteIf the spreadsheet contains column headings that appear in a single row, specify the column heading row in theHeader rowfield of theImport Spreadsheetwindow. By doing this, the column headings will be available for reference when you set up the field mappings.
- Remove any fields that contain quotation marks or commas before creating the CSV file. If you don’t, the application will incorrectly interpret the data. Single-quotes (apostrophes) may be used in the file. Commas and quotation marks can easily be replaced by blank spaces or single-quotes by using Excel's Find and Replace command.
- When importing a Custom Method, verify that the Custom Method has been added inSetup, thenCustom Methodsbefore the import. Note that the spelling and spacing used for the method name must match what was entered within the spreadsheet. However, it is not case-sensitive.
This article applies to:
- Product: Fixed Assets CS