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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.
    note
    • If any fields contain quotation marks, you'll need to remove them.
    • If any fields (other than
      Description
      ) contain commas, you'll need to remove the commas. Commas and quotation marks can easily be replaced by blank spaces by using Excel's
      Find and Replace
       command.
    note
    If you don't remove the quotes and commas before creating the CSV file, the conversion application will incorrectly interpret the client data. This will either cause the conversion application to stop or result in the creation of an incorrect import file.
  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.
    note
    You'll need to complete the fiscal year end and the number of months in processing period in the
    New Client
     window exactly as they were entered in your previous depreciation application to ensure that the processing periods and depreciation calculation in your previous application and Fixed Assets CS match.
  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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