Import Asset Records
Use the Import Asset Records screen to facilitate the import and initialization of large numbers of Asset Master records into the Fixed Assets module of Costpoint.
There are two ways to work with input files in Costpoint:
- You can access the input file from the network by using Alternate File Locations.
- You can upload the input file to the Costpoint database; in which case, no further access to network folders is necessary.
If you decide to use the first option, click
in the
File Location field to select an alternate file location. If you choose the second option, leave the
File Location field blank and use the File Upload Manager to upload the input file to the Costpoint database.
Note: The input file layout may contain fields that are available only in Costpoint Advanced. If you are using Costpoint Essentials, these fields are excluded from the import process and may be left blank or null when you create the input file.
Input File Excel Template
Go to the Developer Resources page of the Costpoint Information Center to download the Excel template file specifically designed for this preprocessor. Templates for other Costpoint preprocessors are also available at the same location.