How to run the Capital Asset Updates Import Program

Instructions on how to run the Capital Asset Updates Import program

Capital Assets

Instructional

Standard import type (Used to update fields on assets):

1. Use the Capital Asset Updates Import - file layout to create your import file
   

   • Support recommends downloading and using Notepad++ to more easily see which character of the line you're on

   • Refer to Capital Asset Updates Import example for an example of a finished import file for one asset

2. Once the import file is completed, open the Capital Asset Updates Import program and click Define

3. On the Import path/file name field, click the magnifying glass icon

4. In the Choose Import File pop-up window, drag and drop the import file

5. Select an Import type of Standard and click Accept

6. Click Import

Employee import type (Used to issue out assets to employees or check the assets back in):

1. Create an import file with a header row that includes the following column labels:

   1. Asset Number

   2. Tag Number

   3. Employee Number

   4. Date

2. Once the import file is completed, open the Capital Asset Updates Import program and click Define

3. On the Import path/file name field, click the magnifying glass icon

4. In the Choose Import File pop-up window, drag and drop the import file

5. Select an Import type of Employee Check-in or Employee Check-out and click Accept

6. Click Import