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Downloading the Connector Tool

The Asset Essentials Connector Tool allows you to easily automate importing and exporting data from your Asset Essentials account into and from a CSV file. To start using the Connector Tool, you will need to link your account to the tool.  This is a one time process. Once your account is linked, the Connector Tool will remember your information for future imports and exports. *Note: The minimum supported operating system to download the Connector Tool is Windows 7 or higher and you must have at least 4 GB of RAM.

Downloading the Connector Tool

  • In Asset Essentials, click on the Admin menu icon, then select Tools.
  • Click Connector Installer. The setup.exe file will automatically download to your computer.
  • Open the setup.exe file and install the Connector Tool to your computer.

Linking your Account to the Connector Tool

  • Open the Connector Tool and click on the pencil icon () found to the right of the Source or Target field.
  • In the Source/Target data window, be sure Asset Essentials is selected in the Type drop down.
  • Enter your Asset Essentials Web Url.
  • Enter your Login and Password.
  • Select the Batch size if needed.
  • Click OK.
  • You will be asked if you would like the Connector Tool to remember your credentials for the next time you login. Click Yes to save your credentials.
  • Your account is now linked to the Asset Essentials Connector Tool.

 

 

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