Import Data Wizard (Fixed Asset Manager): options and information

Available in Microsoft Office Accounting Professional 2008 only.

Using the Import Data Wizard, you can import data from a Microsoft Office Excel worksheet (.xls and .xlsx) file into Fixed Asset Manager. After you have successfully imported all your data, you can view the status of the imported data from a dynamic error log file.

 Note   If you first export data from other accounting applications, you may need to edit the data to ensure that the format is correct for importing.

Start the wizard

  • On the Fixed Asset Manager File menu, click Import.

Wizard pages

ShowIntroduction

Select the type of data file that contains the data you want to import. Office Excel worksheet (.xls and .xlsx) files are the only file types currently supported.

 Note   To view a sample Excel worksheet that is structured for optimal ease of importing, open the file SampleData.xls, located in the Fixed Asset Manager data directory. By default, this directory location is:

Windows Vista    drive:\Program Files\Microsoft Small Business\Office Accounting 2008 Addins\Fixed Asset Manager\Data\

Windows XP    drive:\Program Files\Microsoft Small Business\Office Accounting 2008 Addins\Fixed Asset Manager\Data\

 Note   To structure your data for import, you can use a ready-made template. By default, this file location is:

Windows Vista    drive:\Program Files\Microsoft Small Business\Office Accounting 2008 Addins\Fixed Asset Manager\Templates\

Windows XP    drive:\Program Files\Microsoft Small Business\Office Accounting 2008 Addins\Fixed Asset Manager\Templates\

ShowSelect Source File

File name   Click Browse to select the Excel data source file to import.

ShowOptions

Import duplicate records  Select to import duplicate records. All the duplicate records' names change to distinguish one from another.

Do not import duplicate records  Select to not import duplicate records.

ShowMap Fields

Select the worksheet that contains the data you want to map to Office Accounting 2008 and click Map Fields.

In the Map Fields dialog box, select and drag a value (for example, Asset ID or Date of Purchase) from the box on the left side of the page, and drop it on the appropriate destination field on the right side of the page to map a field. To remove a field mapping, drag a field from the right box to the left box.

 Note   Required fields are marked with an asterisk (*).

When you are finished mapping fields, click OK to close the Map Fields dialog box.

Click Next to import the data from the worksheet into Fixed Asset Manager.

ShowSummary

This page confirms that the import process is complete and provides a summary of the asset data imported into Fixed Asset Manager.

Related topics

Import fixed asset data
 
 
Applies to:
Accounting 2008