Fixed Asset Import from Excel ?

[keithac]

I am working with several clients to upload fixed asset information into Great Plains 7.0 which was previously kept in a separate fixed asset program. Any helpful tips on importing this data into Great Plains?

 

[curtman]

The Fixed Asset module does have an import utility. I used it last year, so am a little rusty on it. The FA User's Guide has the detail. It's accessible off of the Utility >> Financial palette.

Post back if you have any problems.

 

[stef315]

keithac,

I'm not sure if you still need this or not. The fixed assets import utility curtman is referring to works. It is very frustrating and cumbersome though as it is strictly a macro. Your data has to be perfect. As soon as you hit something that crashes the macro, like an Account Group that hasn't been set up yet, the whole thing stops. You have to find the error, fix it, and start the import again from that point. Maybe I just get frustrated easily but I'd rather tell my client to key in 10,000 assets than use that import! haha...of course I wouldn't do that.

Anyway, in version 7.0 or 7.5 (I'd have to verify), they added an integration manager adapter for Fixed Assets. If your clients happen to own integration manager--great. If they don't, I believe you can purchase a one-time implementation version. Sort of usable for this initial setup purchase but not again. IM works better than the import because it will report your errors--not stop the whole process. You can also set defaults, constants, etc without having to do that in Excel. You can run vbscripts, etc.