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Downloading the Connector Tool

The Connector Tool is available to Asset Essentials clients for an additional cost. Please contact your Sales Representative or Client Services if you are interested in purchasing this feature. 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 further user. Click Yes to save your credentials.
  • Your account is now linked to the Asset Essentials Connector Tool.



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