Step 2: Prepare spreadsheet data for import

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

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 the
Import Spreadsheet
window in Fixed Assets CS.
If the spreadsheet contains headings, subtotals, totals, and footnotes, you can use the
Import Spreadsheet
window to omit these rows from the import. By omitting the rows, you can prevent unwanted data from being imported into Fixed Assets CS.
note
If the spreadsheet contains column headings that appear in a single row, specify the column heading row in the
Header row
field of the
Import Spreadsheet
window. 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 in
Setup
, then
Custom Methods
before 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.

Examples of asset data that Fixed Assets CS verifies prior to import

General import category

Association import category

Treatment values import category