Clear Previously Imported Assets

Clear Previously Imported Assets

If you need to clear out the positions of a particular asset import you can remove them with the following steps. Note that this will not remove account information or record asset mappings, only the position data.

  1. Using the Site Navigation bar, navigate to Import > Asset Import.
  2. Click Settings.
  3. Click Manage Imported Positions.
  4. Select an import that you want to remove from the list.
  5. Click Delete Selected Positions. Repeat steps 5 and 6 for each import you want to delete.
  6. Click Finish when complete.
    • Related Articles

    • Making Mass Changes to Assets

      AdvisorEngine CRM allows you to make mass changes to certain Asset fields for the Assets you select. Open the Asset Workspace. From the command bar, click the Tools > Asset Data Change Tool. Select the field you want to change from the drop-down. If ...
    • Removing Imported Records

      Records added to AdvisorEngine CRM by the Record Data Import Tool may be removed in bulk, but only if there have been no changes to any of the Records since the initial import. To remove an import, navigate to Import > Record Data Import. Click ...
    • Black Diamond Asset Import

      If you are unfamiliar with how Asset Imports in AdvisorEngine CRM operate, see Asset Import Overview before proceeding. Assets imported from Black Diamond are pulled directly from Black Diamond using login credentials provided by Black Diamond ...
    • Albridge Web Services Import

      If you are unfamiliar with how Asset Imports in AdvisorEngine CRM operate, see Asset Import Overview before proceeding. Assets imported from Albridge Web Services are pulled directly from Albridge using your login credentials whenever the import is ...
    • Orion Asset Import

      If you are unfamiliar with how Asset Imports in AdvisorEngine CRM operate, see Asset Import Overview before proceeding. Assets imported from Orion are pulled directly from Orion using your login credentials whenever the import is run. There is no ...