Custom Import Helper Overview

The Custom Import Helper guides you through the process of importing asset data from other sources into the application with 3 options.

  • Import new assets into a new or existing company – import general information and book information fields.
  • Import updates into an existing company – import general information fields but not the Replacement Value (RV) Override Amount or the Replacement Value (RV) Override Date fields.

Note: Importing Disposal information is a subscription feature. See Registration Status to learn more.