How do I import assets?

Assets

Create assets from an import file. Using Import Assets to add asset details that have been created by a non-Caselle application to the list of pending assets in Asset Management. Then, use manage pending assets to review and save the imported asset as a new asset.

What's new?

Supports importing asset information to a user-defined field in the 2023.08 release. User-defined fields can be mapped to a field from the import file. You can set up the Manage Pending Assets entry form (Options, F12) to include user-defined fields. [MP4]

First, use a third-party application to export assets to a fixed-length or comma delimited file

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 coordiante
Map y coordinate
Map z coordinate
Model
Physical location
Policy number
Prior accumlated 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

Second, import assets as pending assets

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.

How do I import assets from a fixed-length file?

How do I import assets from a user-defined delimited file?

Third, review pending assets

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.

How do I manage pending assets?

202308, 2023Apr05