You would import assets to quickly add existing asset records into the system without entering each asset manually. Importing is especially useful during system conversions, large asset uploads, acquisitions from third-party systems, or bulk updates. It saves time, improves consistency, and reduces the risk of data entry errors when working with large numbers of assets.
In the third-party application, create an export file for the assets that you would like to add to Asset Management. You can use a fixed-length (.txt) or comma delimited file (.csv). The export file needs to include the
Asset number,
Classification. and
Department.
You can also add the following fields to the export file. If this information isn't included in the export file, you will have a chance to add it to the asset when you review pending assets.
Acquisition account
Acquisition date
Annual depreciation
Asset number
Check number
Condition
Date placed in service
Depreciation method
Depreciation rate
Description
Insurance Carrier
Invoice number
Job number
Last inventory date
Life
Manufacturer
Map location
Map x coordinate
Map y coordinate
Map z coordinate
Model
Physical location
Policy number
Prior accumulated depreciation
Purchase order number
Purchase price
Replacement cost
Salvage value
Serial number
Tag location
Tag number
Taxing district
Type
Unit of measure
Units
Vendor
Warranty expiration date
Warranty information
Import assets from the fixed-length or comma-delimited file. You will need to map the fields in the import file to the fields in the asset table. Using an import file to add assets to the assets table will save the imported assets as pending assets, which will need to be reviewed before the asset record is created.
Pending assets are stored in a separate table so you can review the asset information and then save it as an asset record that's ready to use in Asset Management and other Connect applications.