Excel to CI Asset Upload

Purpose:  Use this document as a reference to upload multiple assets at one time into in ctcLink.

Audience:  Finance or Asset Management staff/supervisors.

You must have at least one of these local college managed security roles:

  • ZZ AM Interface Processing

You must also set these User Preference Definitions:

If you need assistance with the above security roles or User Preference Definitions, please contact your local college supervisor or IT Admin to request role access.

Excel to CI (Component Interface) Upload

  1. Complete the Excel to CI Template - Asset Additions to add multiple assets into ctcLink at one time.
  2. Please note the following items on the Template:
    1. Columns that have a "~” after the name in row 19, are required fields.
    2. Please use the information in row 18 to see if the character (alphanumeric), date, or number values must be entered for that field/column.
    3. Do not complete/enter information into the columns that are highlighted in color other than white.
    4. Column AH, Manufacturing Plant, is where to enter the custodial department number and name without adversely affecting any processing in Asset Management.
  3. Upon template completion, email the completed Excel to CI Template to [email protected].
  4. Follow the QRG Upload Assets and Data through Interface Transactions to upload the assets into AM within ctcLink.

To fully process the upload assets in AM, continue with the appropriate QRGs:

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