Import CIs from CSV file

 

If the CIs are recorded in a .csv file, then you can import the same using Import CIs from CSV file option. The easy-to-use CSV import option in ServiceDesk Plus allows you to import the CI information from the existing database as well as from other applications.

 

To import CIs from a CSV file,

  1. Click CMDB tab in the header pane. By default, the CIs under Business Service are displayed.

  2. Click Import CIs from CSV file link. The CI Import Wizard is displayed.

 

Steps to Import CIs from CSV file

 

Step #1: Locate CSV file

  1. Select the CI Type for which the CIs should be imported.

  2. Click Browse button to select the CSV file.  

  3. On locating the CSV file from the file chooser window, click Open. The path to the file appears automatically in Locate CSV file field.

  4. Click Submit button.

    The above image shows CI Import Wizard page and the CIs to be imported is of the CI Type 'Workstation'.

Step #2: Customize Mapping

  1. Select the date format to represent all the date fields.

  2. Map the CI field with the field names from the CSV file. If there are any additional attributes configured, then the same appears in the customized mapping form.

  3. Click Import button. The details of the CIs from CSV are imported.

  4. On completion, the data on the total CIs, the number of CIs imported and the number of CIs failed to import are displayed.

 

Warning 

 

If there are any failure records while importing the CIs, do not re-import the same .csv file. Instead, download the FailedCIsList.csv available in the Imported Result page, correct the errors and then import to avoid duplicate CIs.  

 

Notes

  1. If the CI Type chosen in Step #1 is a parent and if a CI row in the .csv file corresponds to sub CI Type, then the same can be mapped in the customize mapping form.

  2. The Sub Type specified in .csv file should already be configured in the application.   

  3. If existing CIs are imported again under a different CI Type, then the CIs are grouped under the new CI Type.

ServiceDeskPlus - Help Desk and Asset Management Software

Copyright © 2012, ZOHO Corp. All Rights Reserved.
ManageEngine