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Importing and Exporting Suppliers

Only clients with Asset Essentials Enterprise have the ability to import their list of Suppliers. All Asset Essentials clients can export their data once it is entered into the program. *Note: If you are interested in accessing Asset Essentials Enterprise features, please contact your Implementation Specialist or Sales Representative.

Importing Suppliers

  • Click on the Parts & Purchase Orders menu icon and then click Suppliers.
  • Click the More button and choose Import.
  • If needed, you can click Download Import Template to download a CSV file with all the column headers preloaded.
  • Select the import file by clicking the Browse button and choosing the appropriate file from your computer.
  • You can also choose to select the file from your Documents Library by clicking the Select option and clicking the image icon.
  • Click OK to import the file.
  • Once the file imports, the name of the file will be displayed along with some additional options such a indicating whether your file has a header row and choosing a Delimiter.
  • You can choose for Asset Essentials to Ignore existing records in the import file or Override existing records in the import.
  • Select a Mapping from the drop down menu.
    • If no mapping has been created, click New.
    • Asset Essentials will automatically attempt to match the appropriate Supplier fields in the Target column with the import file's column headers found in the Source column. You can change any of the Source fields to match the target field by selecting the appropriate field from the drop down.



    • Enter a Name for the Mapping.
    • Choose whether you want this mapping available to other users.
    • Click OK to save the mapping.
  • To determine if there will be any errors with importing the data, click the Validate button. This will display any potential errors.
  • When ready, click the Import button to import your data.

Exporting Suppliers

  • Click on the Parts & Purchase Orders menu icon and then click Suppliers.
  • If you would only like to export a few Suppliers, check the box to the left of those Suppliers. If you would like to export by page, do not check any boxes on the Suppliers summary page.

  • Click the More button and choose Export.
  • Select the file type for the export.
  • Choose whether the export should include only the visible columns on the summary page or all columns.
  • If you checked off any specific Suppliers, you will have an option to export only the Selected record(s). Otherwise, you can choose to export just the Current page, or Select page(s) to export, such as pages 1-3. If you'd like, you can also select to export All Suppliers.
  • Click OK to export the file.



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