Creating an Excel spreadsheet template to import into Fixed Assets CS

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 See also: Importing asset data from an Excel spreadsheet

Follow these steps to create a spreadsheet template, which can be used to import asset details into Fixed Assets CS. For example, if asset information cannot be entered directly into Fixed Assets CS or is tracked outside of Fixed Assets CS throughout the year, you can create a blank spreadsheet template, enter asset information into the spreadsheet, and then import the data into Fixed Assets CS.

Create a blank spreadsheet template

  1. Choose File > New Client to create a new client in Fixed Assets CS.
  2. Choose Utilities > Export Asset Data.
  3. In the Custom report layout field, select Template Import Spreadsheet.
  4. In the Format group box, click the XLS option.
  5. Click the Change Location button, navigate to the location where you want to save the spreadsheet, and click OK.
  6. Enter a name for the spreadsheet in the Name of file to be created via export field.
  7. Click the Export button.
  8. Click Done.

Enter asset details into the spreadsheet template

  1. Open the spreadsheet template that you created in the steps above.
  2. Enter asset data into the spreadsheet template, using the headings in the spreadsheet as a guide for entering the data. It is not necessary to complete the AMT columns as the application can generate them after the import is complete. Do not use commas or quotation marks in any cells; see Examples of asset data that Fixed Assets CS verifies prior to import for more information.
  3. Save the spreadsheet. We recommend you choose File > Save As and enter a unique name for the populated spreadsheet to preserve the original, blank spreadsheet template for future use.
  4. Import the asset data from the spreadsheet into Fixed Assets CS.

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