Importing Data Overview

The Custom Import Helper guides you through the process of importing asset data from other sources into the application. When importing data, you can add the assets into a new or existing company. When using the Custom Import Helper, you can import asset data to update existing assets, or as new assets (that is, the system assigns new system numbers to the imported assets). The new assets you import can be either active or fully disposed. You can import inactive assets if you also import the Activity Code field.

No matter which type of data you are importing, you can import data only by company, and you can only import one company at a time.