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Exporting Asset Essentials Locations into CapitalForecastDirect

The Asset Essentials and CapitalForecastDirect data sync allows you to export your Location data from Asset Essentials into your CapitalForecastDirect account. After exporting your data into CapitalForecastDirect, your Asset Essentials Locations will become CapitalForecastDirect Buildings and your Asset Essentials Sites will become CapitalForecastDirect Locations. Before using this feature, make sure the AE Client check box is checked in your CapitalForecastDirect Account Settings. *Note: Your CapitalForecastDirect account must be set to model by Buildings to use this feature. We recommend contacting your implementation specialist or consultant if you have questions about this process.

Location Settings in Asset Essentials

In order for your Locations to be imported into CapitalForecastDirect, there are a few settings that need to be configured for each Location in Asset Essentials.

  • Click on the Assets menu icon, then select Locations.
  • Click on the name of the Location.
  • In the General section, check the Building box.  This will reveal an additional Building Type field.
  • Select a Building Type that corresponds to this Location. *Note: If you plan on using custom Building Types in CapitalForecastDirect, we recommend you create the custom Building Type within CapitalForecastDirect first, then apply the custom Building Type to the Asset Essentials Location after exporting your data from Asset Essentials. For now, select one of the predefined Building Types from the list.
  • Enter the Location's Square Footage, Occupancy/Room Capacity, and Date Built. *Note: If you only know the year the Location was built, we recommend selecting January first of that year.
  • Click Save.

 

Exporting Locations from Asset Essentials

  • Click on the Assets menu icon, then select Locations.
  • Click the Print/Report button and select Report.
  • Select CapF Locations Export as the Report Type, and click OK.

 

 

  • Once the report loads, click the Export to icon () and select either XLS or XLSX.
  • Be sure the information found in the spreadsheet is correct. *Note: If you are using custom Building Types and have already created them in CapitalForecastDirect, you can replace the Building Type in the spreadsheet with the name of your custom Building Type.
  • Save the file in a location that is easily found on your computer.

Importing the Spreadsheet into CapitalForecastDirect

  • Click on the Import Data link under the Information & Analysis section of your CapitalForecastDirect home page.
  • Hover your mouse of the Shortcuts menu and click on Import.
  • Select Locations - Buildings under Import Type.
  • Search for the file that you saved and select it to upload.
  • Make sure the correct Excel Sheet Name is entered. This must match the name of the Excel worksheet in the saved file.
  • Click Upload.
  • On the Submit Import page, make sure the Field name and the Excel Column Names match.
  • Click the Validate button at the bottom of the screen.
  • When your file has been accepted on the Import Validation screen, click the Import Data button to import your Locations and Buildings.
  • The Asset Essentials Locations will become CapitalForecastDirect Buildings and the Asset Essentials Sites will become CapitalForecastDirect Locations. When viewing a Building's details, the Region and Path fields will now be populated with the appropriate data from Asset Essentials. *Note: If your account does not use Regions in Asset Essentials, the Region field will display as "Unspecified" in CapitalForecastDirect.

 

 

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