Creating an ASCII import file to import into Fixed Assets CS

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  1. Import or restore the client data into a spreadsheet application from which you can create a comma separated value (CSV) file.
  2. Arrange the spreadsheet columns of depreciation data into the acceptable data format. For information on the acceptable data format, see the Creating an ASCII file to import into Fixed Assets CS PDF.

    Notes

    • If any fields contain quotation marks, you must remove them.
    • If any fields (other than the Description field) contain commas, you must remove the commas. Commas and quotation marks can easily be replaced by blank spaces by using Excel’s Find and Replace command.

    If you do not remove the quotes and commas as noted above before creating the CSV file, the conversion application will incorrectly interpret the client data. This will either cause the conversion application to stop or result in the creation of an incorrect import file.

  3. Save the spreadsheet as a CSV file. (In Excel, choose File > Save As, and then choose CSV (Comma delimited) (*.csv) from the Save as type field.)
  4. Open Fixed Assets CS.
  5. Choose File > New to create a new client.

    Note: You must complete the fiscal year end and the number of months in processing period in the New Client dialog exactly as they were entered in your previous depreciation application to ensure that the processing periods and depreciation calculation in your previous application and Fixed Assets CS match.

  6. Choose Utilities > Import Asset Data > ASCII file.
  7. If the path specified in the Location of import file field is not the same as the path to which you saved the CSV file in step 3, click the Change Location button and navigate to the correct location.
  8. In the Name of file to be imported field, enter the name of the file or click the drop-down list to see a list of available conversion files.
  9. Click the Import button to start the transfer.
  10. When the transfer is complete, click Done.

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