Use > Run > Financial Management > Fixed Assets > Import fixed asset records

How to import fixed asset records

You need to import fixed asset records to the Financial Management module when the records are updated.

  1. From the main menu, select Run > Financials > Fixed Assets.

  2. Click More > Import CSV.

  3. In the Import fixed assets dialog box, Click Select CSV. Your file browser opens.

  4. Select a CSV file from your local drive and click Open. The file is imported to Service Management and the fixed asset records are refreshed.
  5. (Optional) You can click More > Import Status to view the import logs.

Click here to view a spreadsheet with sample CSV files for a series of records. The files should be imported sequentially according to their number.

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