Configurations And Advanced Features | Data Import

Data Import
Import Asset Inventory Data
Go to Settings > Data Import Click on Asset Inventory from the list of modules Select a Class or Subclass (Note: whichever class or subclass you choose will be the only one available in the class dropdown of the spreadsheet) Click Download Template ...
Import Employee Data
Go to Settings > Data Import Click on Employee from the list of modules Click Download Template The spreadsheet columns are the following and pertains to the fields in Nexgen EmployeeNumber (only will show when Auto Number is off) - Employee Number ...
Import Equipment Data
Go to Settings > Data Import Click on Equipment from the list of modules Click Download Template The spreadsheet columns are the following and pertains to the fields in Nexgen EquipmentNumber (only will show when Auto Number is off) - Equipment ...
Import Customer Data
Go to Settings > Data Import Click on Customer from the list of modules Click Download Template The spreadsheet columns are the following and pertains to the fields in Nexgen CustomerNumber (only will show when Auto Number is off) - Customer Number ...
Import Vendor Data
Go to Settings > Data Import Click on Vendor from the list of modules Click Download Template The spreadsheet columns are the following and pertains to the fields in Nexgen VendorNumber (only will show when Auto Number is off) - Vendor Number ...
Import Contractor Data
Go to Settings > Data Import Click on Vendor from the list of modules Click Download Template The spreadsheet columns are the following and pertains to the fields in Nexgen VendorNumber (only will show when Auto Number is off) - Contractor Number ...

Configurations And Advanced Features | Data Import | Knowledge Base

Data Import

Import Asset Inventory Data

Import Employee Data

Import Equipment Data

Import Customer Data

Import Vendor Data

Import Contractor Data