Transferring Multiple Assets through CSV Import

To process multiple asset transfers using CSV import:

  1. On the Asset Transfer page, click Import CSV.

    Note:

    You can't add columns or custom fields to this import.

  2. Click Choose File, then select your CSV file.

    Click the link below the Choose File button to view a sample file.

    Note:

    When you use the sample template, you must either enter values for each header or remove the headers that you don't need. If a header is blank, its existing value is cleared when the transfer is complete.

  3. Click Submit.

    The following table shows sample transfer values for a CSV import:

    Asset

    Asset Type

    Subsidiary

    Class

    Department

    Location

    79

    Computer

    Parent Company

    Servers

    Accounting

    California

    Important:

    To ensure you are correctly entering values in your CSV file, see CSV File Mapping for Asset Transfer.

Related Topics

General Notices