manual

MobileAsset Quick Start Guide
19
Import Order:
A. Vendors (optional)
B. Manufacturers (optional)
C. Depreciation Classes
(optional – import if you will be calculating depreciation.)
D. Asset Types (required)
E. Departments
(optional – if you will be importing employees and
wish to assign them to specific departments, you must import
the departments prior to importing the employees. If you wish
to assign Assets to specific departments, but not employees,
you can import departments anytime before importing assets.)
F. Site (required)
G. Locations (required)
H. Assets (required)
I. Employees (optional – import if you will be checking out/in
assets to employees)
J. Customers (optional - import if you will be checking out/in
assets to customers)
If you plan on importing information, you should also keep in mind that some
types of supplemental information cannot be imported. For instance, if you
wish to assign Asset Types to specific Categories, you will need to manually
create these from the New Asset Type screen.
Imported data must be in .csv format. For further information including
examples of properly formatted .csv files, please refer to the Import
Strategies topic in the online help.