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Import asset data from Excel

Step 3: Select the spreadsheet and set initial import options

  1. Open Fixed Assets CS.
  2. Select
    File
    ,
    New Client
     to create the client into which you will import the asset data.
  3. Select
    Utilities
    ,
    Import Asset Data
    , then
    Excel
     spreadsheet.
  4. Select the
    Browse
     button, go to and select the spreadsheet that includes the asset data, and select
    Open
    .
  5. If you're importing data from a worksheet other than the one that displays in the
    Sheet
     field, select the name of the worksheet that includes the asset data from the
    Sheet
     field.
  6. If the spreadsheet has a header row, enter the number of that row in the
    Header row
     field.
  7. Select the proper option to map the asset data from the spreadsheet columns to the correspondent fields in Fixed Assets CS.
    • Select the
      Create a new field mapping
       option to set up a new mapping for this spreadsheet.
    • If you already created a mapping that will work for the current spreadsheet, select the
      Use a previously defined mapping
       option and select the proper mapping from the dropdown list.
  8. Select the
    Next
     button. If you chose to create a new field mapping, you must enter a name for the field mapping in the
    New Import Field Map
     window and select
    Done
     before you can continue.

This article applies to:

  • Product: Fixed Assets CS
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