How to Import Changes to Existing Assets in Sage Fixed Assets
- How to import mass changes to depreciation?
- How to import mass changes to general information?
- How to import mass changes to a company?
- How to import do an update import?
- How to edit by import?
- How to import changes in Sage Fixed Assets Depreciation 2012.1 and higher
- Can I use import to enter information for a new book?
- Global changes
- Mass update of non-critical values
Use caution when working with the below product functionality. Always create a backup of your data before proceeding with advanced solutions.
In Sage Fixed Assets:
- Go to: File, Company Utilities, Custom Import
- Welcome screen – Click Next
- Select File screen – Click Browse, locate file, click Open, click Next
- Select Company screen – Select database and company, click Next
- Import Type screen – Choose Update Asset, click Next
- Field Map screen – Choose Create New Field Map, click Next
- Select Fields screen – map the spreadsheet columns to the desired program fields
- Columns – Indicate the spreadsheet column to map
- Available Fields – Select the Sage Fixed Assets field to map (ie. Import) to
- Click >> to map the desired column
- The Field Mapping window will contain the spreadsheet columns (ex. [A]) and the field it will be imported to (ex. ‘System Number‘)
- Repeat process until desired fields are mapped
- Begin import at row – indicates what row in the spreadsheet asset data starts on
- Optional – Save Map for future use, click Next
- Import summary screen – Click Validate to check for possible invalid data.
- If there are any invalid records, click View Report to help determine problems
- If there are no invalid records found, click Finish to import changes
Note: A custom import can only be used to change general asset information. Book Information such as Property Type, Acquisition Value, Depreciation Method, Estimated Life cannot be changed using an import process.
Note: The import spread sheet must include the System Number of the assets to be updated in order for the import to apply the changes to only the specific asset. A custom export can be used to export asset information.