Importing Updates to Asset Data

How do I import updates to asset data?

You can now use the Custom Import Helper to update existing assets. (In previous versions of Sage Fixed Assets, you could import only new assets into an existing company.)

When you import data as new assets, you can import both general information and book information fields. When you import data to update existing assets, you can import only general information fields but not the Replacement Value (RV) Override Amount or the Replacement Value (RV) Override Date fields.

To import updates to asset data

1. Use the Custom Export Helper to export asset data to a .CSV file.
2. In Microsoft Excel, open the .CSV file and edit the asset data.
3. In Sage Fixed Assets, select File/Company Utilities/Custom Import from the menu bar. The system displays the Custom Import Helper - Welcome window.
4. Select the Next button. The system displays the Custom Import Helper - Select File window.
5. Select the .CSV file containing the updated asset information.
6. Select the Next button. The system displays the Custom Import Helper - Select Company window.
7. Select the company containing the assets that you want to update.
8. Select the Next button. The system displays the Custom Import Helper - Import Type window.
9. Select the Update Asset option button.
10. Select the Next button and complete the remaining Custom Import Helper windows.