Can I use a CSV (comma-separated values) file to load data into Asset-Map?
You can import asset data for a member (person) of a household using a CSV file.
Note: Importing an entire household or many households into asset-map is not a function of this feature.
In this article
Video walk-through (2'30")
You need two things to get started:
- A household with members set up in Asset-Map. This can be imported from another integration or created from scratch.
- A CSV file set up with at least the following column header names:
Once uploaded, our loader searches for these column names and imports the data from those columns.
Getting the data file right is important.
You must adapt the assets information you receive from your financial system into the format that asset-map loader can read.
Here is an example of a valid uploadable file in CSV format:
john and jane doe.csv
(A spreadsheet saved in ".csv" format is also common.)
The asset data is generated from your systems and must be categorized into these columns making it understood by our loader.
Here's how asset-map interprets the first two lines of our example above:
Asset ID 24598b is named "IRA - Jane" its source is at Fidelity whose value is $50000.
Note that "asset-type" is NOT going to be read by Asset-Map's loader even though it is part of the file.
How do you find the data loader tool?
Here are two examples. In the top example, we have opened a household from our household index and are looking at its Summary page. Replace the word "summary" with "loader".
In the second example, we are looking at the same household's asset-map page. Replace the word "asset-map" with the word "loader"
Updating data is possible, too. Simply edit and save your CSV file with the new values, then load the file into Asset-Map. It's important to retain the same ID value for each asset to update that asset's value. Asset-Map searches for the ID of the asset and will update the information once loader finds that asset.
You can update multiple values, names, and even add new assets. So, let's continue using our example from above to demonstrate this idea for one asset.
Asset ID 24598b is named "IRA - Jane" located at Fidelity whose value is 50000.
Update with new value from your planning software:
IRA dollar value has changed and needs to be uploaded:
Asset ID 24598b is named "IRA - Jane" located at Fidelity whose value is 75000.
You have edited your CSV file with the new IRA dollar value and saved it. Upload the edited file and you'll see the change reflected on the household's Asset-Map.
Tags: excel, spreadsheet, text file, upload