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Create an ASCII import file to import into Fixed Assets CS

  1. Import or restore the client data into a spreadsheet application from which you can create a comma-separated values (CSV) file.
  2. Arrange the spreadsheet columns of depreciation data into the acceptable data format.
  3. Save the spreadsheet as a CSV file. (In Excel, select
    File
    ,
    Save As
    , then select
    CSV (Comma delimited) (*.csv)
     from
    Save as type
    .)
  4. Open Fixed Assets CS.
  5. Select
    File
    , then
    New
     to create a new client.
  6. Select
    Utilities
    ,
    Import Asset Data
    , then
    ASCII file
    .
  7. If the path specified in
    Location of import file
     isn't the same as the path to which you saved the CSV file in step 3, select
    Change Location
     and go to the correct location.
  8. In
    Name of file to be imported
    , enter the name of the file or select the dropdown list to see a list of available conversion files.
  9. Select
    Import
     to begin the transfer.
  10. When the transfer is complete, select
    Done
    .

This article applies to:

  • Product: Fixed Assets CS
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