Import IT Asset from CSV file

 

ServiceDesk Plus helps you to import your asset details saved in CSV (Comma Separated values) format. If you have asset details in .XLS files, open it with Microsoft Excel and save it as .CSV files and then import it.

    1. From the Assets view list page, click the Import from CSV link. This opens the Resource Import Wizard page.

    2. Select the Resource Category from the combo box, IT or NON IT. This is a mandatory field.

    3. Select the Resource Type from the combo box.

If you have selected Non-IT as resource category then the resource type would display components and assets. (OR) If you have selected IT as resource category then the resource type would display, components and IT Assets. Under IT Assets you have workstations and other IT-Assets. This is a mandatory field.

    1. Locate the .CSV file using the Browse button.

    2. Click on Step2 button to go to the next page. Click Previous button if you need to go the previous page.

    3. If you have selected the resource type as workstations then select the Workstation details from the combo box. Also specify the Asset Details by selecting from the combo box. The columns in .CSV file are populated in the select boxes beside each field label. Manage Engine ServiceDesk Plus asset field’s needs mapping with the field names from the .CSV file.

    4. Map the Workstation Name for workstation details. For asset details map the Product Type, Product Name, Asset Name from the combo box. These are mandatory fields.

    5. Map the Model, Tag, Manufacturer, Operating System and Domain details for the workstation details.

    6. Map the Asset Tag, Asset Serial No, Bar Code, Vendor Name, Asset Cost, Warranty Expiry Date, Expiry Date, Location, Assigned to User, Assigned to Department from the combo box.

    7. Map the Acquisition Date field with the relevant field in the .CSV file. Also map the order of the acquisition date i.e. date/month/year available in the .CSV file.

    8. Click Step3 to go the next page. Click Previous button if you need to go the previous page.

    9. Click Import Now button to import the existing data from the .CSV file. Once the data is imported, you can see the Import Wizard page with result break-up.   

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