How to Merge Asset Fields

To move the data from the old date field into the correct one, you’ll want to follow a quick export + overlay process.

In this example we will use Date of Purchase as an example.

1. Generate a report of affected assets

• Go to Reports and create a new report for assets
• Add a filter:
  • Date of Purchase → greater than → (any old date that will capture all affected assets, e.g. 3/1/1989)

• In Select Fields to Display, include:
  • Asset #
  • Date of Purchase
  • Date Purchased (target field)

2. Export the data

• Run the report
• Click Export → CSV

3. Use Asset Overlay to copy the data

• Go to Settings → Import / Export Data → Asset Overlay

• Choose “Date Purchased” as the destination field

• Upload the CSV you just exported

During mapping:

• Map:
  • Asset # → Asset ID
  • Date of Purchase → Date Purchased
• Leave the existing Date Purchased column unmapped/blank

• Confirm and upload

4. Verify the update

• Re-run the same report
• Confirm the Date Purchased field now contains the correct values

5. Remove the old field

• Go to Settings → Asset Categories
• Edit the category

• Locate Date of Purchase

• Delete the field

⚠️ Note: Deleting the field permanently removes it, so make sure the data looks correct before doing this.

That’s it! For any questions or assistance, please reach out to help@reftab.com