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Hello,
I'm trying to import some fixed asset data from Excel into GP. I'm completly new to GP and don't have any idea of how to do the import.
I'm looking for:
- a description of what commands in Dynamics will allow me to run the import.
- how to setup the import parameters, if any
- How to specify the mapping of the import file to the Dynamics database
- the format within Excel that is accepted by Dynamics for an import
Any help in this regard is greatly appreciated.
Thanks,
Bhoom
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I concur with Ian, you have to learn and understand FA module first speficicaly book information as there are calculations involve. though I prefer IM but its ok its your choice.
Hi, of the three options mentioned, in your case I would look at using a macro. There will be quite a bit of set up required before you can start creating actual assets otherwise the Maro will fail (ie if it can't default certain values etc.). How many assets have you? If you are new to GP and don't have a partner or technical resource, and the number of assets is small, you might consider typing them in manually?
This might be quicker than learning how to create macros..and then how to troubleshoot the macro you do create, and how to delete asset records because the macro was wrong etc. etc. etc.
Have you a GP Partner or a technical resource in house that could help?
If you decide to go down the macro route, post any issues here.
Best regards,
PS - stay away from the table import option for fixed assets. Not really advisable to use given the complexity of FA module. This is really only useful if ... A. you know the GP table relations and structures better than the MS developers... B. You are importing data into a straighforward table or set of tables and the data is not critical...and you run checklinks afterwards..
K -
I would be interested in seeing your document re: mail merges and macros. Could you email it to me, or post a link?
Katie
My suggestion is to first get VERY familiar with the GP Fixed Asset Module. Because if you know what you are doing with the Fixed Asset module, then creating and importing the records will be 100% easier. If you don't understand what you are trying to do within the system, it will be a horrible experience (trust me, I have had this type of experience).
In terms of importing, there are 3 ways that I have seen to be effective.
1. Integration Manager - If you have GP 10, Integration Manager 10 with Service Pack 1 has an E-Connect Adapter for importing Fixed Assets. I have used this with success. You can attach to an excel spreadsheet (serving as a 'database') to import this info.
2. Macro - You can record yourself entering an asset, or book, or class, or any of the other parts, and then use that macro with MS Word mail merge to create a huge macro that just imports your data. I have a document about using macros and mail merge if you decide to use this method.
3. Table Import - I have never used this but have heard that it can be used. I think the downfall is that there is no data validation like with the other tools, so you really have to have your templates flawless.
Another option would be, if you are using a version other than GP 10, but have e-connect, you could just use e-connect itself (Integration Manager uses the E-Connect Nodes). I'm not 10% that any earlier version of E-Connect has Fixed Asset Nodes.
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