Step 4: Set up field mapping and verify data

Set up or verify the field mapping

Do one of the following tasks.
If you are using a previously defined mapping, verify the information in the
Import Field Map
window. When you are done, continue to the Omit spreadsheet rows from the import section of this topic.
If you chose to create a new field mapping, set up the mapping for this spreadsheet by continuing to the next step in this procedure.
Select the
Map Field
button in the Data to import grid.
In the
Map Field
window, select the proper import category for the column from the dropdown list in the Available group box, and then (in the lower pane) double-click the field within that category to which the spreadsheet column corresponds.
Select the button in the
Map Field
window to move to the next column in the Data to import grid and map it to the proper field in Fixed Assets CS.
Repeat steps 3 - 4 until you have set up the mapping for all spreadsheet columns.
When you're done, select
OK
in the
Map Field
window.

Omit spreadsheet rows from the import

Verify spreadsheet data

As necessary, edit the data in the Data to import grid.
Select the
Verify Data
button.
Do one of the following tasks.
If you receive a “Data in mapped columns is verified” message, select
OK
and continue to the Step 5: Import the verified asset data into Fixed Assets CS section.
If the
Data Verification
window displays, review and correct the invalid data.
In the
Import Field Map
window, Fixed Assets CS displays a thick red border around the cell to which the entry in the
Data Verification
window corresponds.
The invalid cell data appears in the
Cell data
field of the
Data Verification
window, and the text in the
Cell Data Status
field explains why Fixed Assets CS has determined that the cell data is invalid.
Determine how you want to address the invalid data for each cell. You have the following options.
Change the entry in the
Cell data
field to an acceptable value, according to the text in the
Cell Data Status
field. Once you enter a valid value in the
Cell data
field, the text in the
Cell Data Status
field indicates that the data is valid. Select the
Next Cell
button to review invalid data for other cells.
Skip the cell without correcting invalid data by selecting the
Next Cell
button. This prevents the invalid data from being imported into the Fixed Assets CS client data. If you choose this option, select the
Next Cell
button to review invalid data for other cells.
Select the
Import
button to skip the entire verification process without correcting any invalid data. Doing this prevents
all
invalid data from being imported into the Fixed Assets CS client data. If you choose this option, Fixed Assets CS imports the spreadsheet data immediately. Select
Done
.
Once you've fixed all invalid data, select
Cancel
to close the
Data Verification
window or select the
Import
button.