Custom Import Helper - Select Fields Window

This window allows you to map the columns in the file you are importing to the fields in the Sage Fixed Assets system. This is an essential step to importing data into the system. The File Display box displays the file you are importing in a spreadsheet format. You match up the columns in that spreadsheet format to the fields in the Sage Fixed Assets system. You do not have to map all of the columns in your source file to the fields in your Sage Fixed Assets system. Follow the guidelines provided below to complete the Custom Import Helper - Select Fields window.

Note: If you have selected to update assets and have a saved map that contains the Replacement Value (RV) Override fields, these fields are no longer supported for an Update Assets import. Remove the fields from the Field Mapping list and select Save Map to save the updated map for future Update Asset imports.

Items in this window

Item	Notes
Choose Books	Select the books you want to display book fields for in the Available Fields list.
Columns	Select the column you want to map to a Sage Fixed Assets system field. The File Display box displays the column data as it appears in the file you are importing.
Field Category	Select the type of fields you want displayed in the Available Fields list. This option allows you to limit the number of fields in the list so you don’t have to scroll through them all.
All Fields	Select this category to display all available fields.
Book Fields	Select this category to display only fields that pertain to the book information fields.
Critical Fields	Select this category to display only the fields that are critical to calculating depreciation.
General Info Fields	Select this category to display only the fields that contain general information about an asset, such as its location, but do not affect the asset’s depreciation calculations. All general information fields are available to be imported for a new asset but for an Update Assets import, the Replacement Value (RV) Override Amount and the Replacement Value (RV) Override Date fields are not available.
Disposal Fields	Select this category to display only fields that pertain to asset disposals.
Tracking Fields	Select this category to display only the fields that are unique to the Sage Fixed Assets—Tracking program. This category appears only if you have selected the Include Sage Fixed Assets—Tracking Fields check box on the previous Custom Import Helper - Field Map Window.
Available Fields	After you’ve selected the column you want to map from the Columns list, select the Sage Fixed Assets system field you want to map to that column. You can select multiple fields from this list in order to map the data in a column to multiple Sage Fixed Assets system fields. For example, the placed-in-service date might appear only once in your source file, but you can map it to the Placed-in-Service field in up to twenty books. After you’ve mapped a field to a column, the field no longer appears in the Available Fields list.
Field Mapping	Displays a list of the fields you’ve added to the map.
File Display	Displays the column data as it appears in the file you are importing. This is where you view the data to decide which column you want to map to a Sage Fixed Assets system field.
Begin Import at Row	Enter the row of the file you are importing that you want the system to start importing from. This option allows you to view header rows from your source file in the File Display box without importing them.
Add Button	Adds the selected fields to the map file.
[Remove]	Removes the selected fields from the map file.
[Print Map]	Sends the map you’ve created to the printer.
[Save Map]	Displays a window that allows you to save the map you’ve created.