Import Assets: Difference between revisions
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You can import Assets from various data sources including Excel® files, CSV files, QuickBooks, etc. | You can import Assets from various data sources including Excel® files, CSV files, QuickBooks, etc. | ||
To import Assets | To import Assets: | ||
#Please always '''backup your database''' prior to importing data. | |||
#From the Main menu select '''Tools > Import and Export > Import Assets'''. | |||
#Select the file format. | #Select the file format. | ||
#Select the type of assets you want to import: '''Hardware, Software, or Other'''. | #Select the type of assets you want to import: '''Hardware, Software, or Other'''. | ||
#Select whether to link all imported assets to a selected Account or import them without assigning an Account to them (You can also import assets from the Assets tab in the Accounts window by right-clicking and selecting '''Import Assets'''. In this case all the imported assets will be linked to the selected Account). | #Select whether to link all imported assets to a selected Account or import them without assigning an Account to them (You can also import assets from the Assets tab in the Accounts window by right-clicking and selecting '''Import Assets'''. In this case all the imported assets will be linked to the selected Account). | ||
#Map the fields in the input file to the equivalent database fields in CommitCRM. Make sure to include mandatory asset fields, such as Asset Name. You can find more information on assets fields and their usage in the Assets Management Guide, under the [[Assets#Asset Fields|Asset Fields section]]. | #Map the fields in the input file to the equivalent database fields in CommitCRM. Make sure to include mandatory asset fields, such as Asset Name. You can find more information on assets fields and their usage in the Assets Management Guide, under the [[Assets#Asset Fields|Asset Fields section]]. | ||
<br> | |||
''Tip: Updating Existing Assets<br> | |||
The primary key for an Asset is the '''Asset Code''' field. You can re-import Assets after they already exist in CommitCRM, using the same Asset Code, and existing assets will be updated with the new data from the input file. Again, always backup your database before performing imports. | |||
'' | |||
==See Also== | ==See Also== | ||
Revision as of 13:09, 28 January 2012
Importing Assets
Asset Management in CommitCRM lets you track and manage customer equipment and software licenses/subscriptions.
You can import Assets from various data sources including Excel® files, CSV files, QuickBooks, etc.
To import Assets:
- Please always backup your database prior to importing data.
- From the Main menu select Tools > Import and Export > Import Assets.
- Select the file format.
- Select the type of assets you want to import: Hardware, Software, or Other.
- Select whether to link all imported assets to a selected Account or import them without assigning an Account to them (You can also import assets from the Assets tab in the Accounts window by right-clicking and selecting Import Assets. In this case all the imported assets will be linked to the selected Account).
- Map the fields in the input file to the equivalent database fields in CommitCRM. Make sure to include mandatory asset fields, such as Asset Name. You can find more information on assets fields and their usage in the Assets Management Guide, under the Asset Fields section.
Tip: Updating Existing Assets
The primary key for an Asset is the Asset Code field. You can re-import Assets after they already exist in CommitCRM, using the same Asset Code, and existing assets will be updated with the new data from the input file. Again, always backup your database before performing imports.