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Import and update in bulk

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ServiceNav offers a mass import and update functionality, dedicated to facilitate the integration of a new park and the modifications on high volumes.

Go to the Imports menu

The user role must have the right to access the menu item.

Go to Configuration > General > Imports

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The elements to be filled in are :

  • The file to import
  • Import mode

By default, the launch of an import treats both the lines that already have an ID (update) and those that do not (creation). In order to guarantee that only one of these two operations will be performed (in particular in case of a large and/or unreliable file), it is possible to limit the processing to the update or creation only.

  • Entity

It is currently possible to import Equipment or Unitary servicesusing this feature.

Content of the file

The expected format is CSVwith an encoding UTF-8.

The maximum size depends on your platform settings.

A file must be imported in the same language as the one in which it was exported (if an export was done). Otherwise, the values entered, such as argument names, will not match and the lines will be rejected.

The expected columns and headers correspond in every respect to the format of the file exported via Configuration > Services > List or Configuration > Equipment > List. This formalism must be respected.

Be careful when opening an exported CSV in Excel, the columns must be in Text format, so as not to alter/interpret their content.

Export of a park

By positioning on the root company, it is possible :

  • By activating "Accounts and Subordinates": export the entire visible fleet (sites, sub-sites, managed customers and resellers)
  • By deactivating "Accounts and subordinates": export the current company's stock

There is currently no possibility for a user to export only his internal fleet (=company + sites/sub-sites, without customers).

A work on the excel file of the global park is necessary (filtering on " Company Name " and/or " Collector name ").

How to update/empty a field

General case

The value of a field is taken from the export

If this value is kept, the field will not be modified.

If another value is entered, the field will be updated

If no value is filled in (empty cell), the field will be emptied

Case of linked entities: the columns with the name of the linked entities are exported for information purposes. The import is based only on the IDs

  • For example, to add or modify an availability range or a label, we will work on the ID column, the only column taken into account in the import.

If the empty field is mandatory, the update of the row will be refused, to ensure data consistency.

Passwords

Fields of type

  • account > password
  • account > encryption password
  • account > secret application

contain for export, if they are protected in the service/equipmentThe value is '**********' (10 stars). If they are inherited, the value is empty.

If this value is kept in the file, the field will not be modified.

If another value is entered, the password will be updated (and encrypted during import)

If no value is entered (empty cell), the password will be emptied

The value of a field related to the supervisory account cannot be filled in if the account is inherited

Conversely, it cannot be empty if the account is protected

Equipment - equipment model and labels

These fields must contain one or more ID:Label associations, separated by |

251:Dell Poweredge Hardware|266:HP Blade Hardware|290:IBM DS Hardware

Attention Adding one or more equipment models does not create the associated unit services on the equipment created.

Launching the import

Once the file has been filled in and the entity selected, it is possible to launch the operations by clicking on

image 1

Once the import is launched, a progress report is displayed. Depending on the size of the file, the operation can take several minutes.

Attention An import operation is linked to a user. It is impossible, for the same user, to launch a new import until the previous one is completed. However, it is possible for another user to launch an import on the same perimeter, simultaneously.

It is possible to continue using ServiceNav during import (background operation).

image 2

End of the import and consultation of the reports

Once the import is completed, it is logged for 24 hours in the past imports tracking

It is possible to download the reports of each import, in order to be able to rework the ignored or erroneous lines for example.

image 3

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