Importing Asset Data From a CSV or Microsoft Excel File

 

Use the Options and Tools | Integrate | Asset Import feature to import lists of assets from a Comma Separated Value .csv  or Microsoft Excel .xlsx file. The Microsoft Access Object Library 12.0 must be installed onto your iSupport web server for this feature.

Click the Browse button to select the file containing the asset information. Click the Load button to populate the Import Source column with the columns in the spreadsheet. The worksheets in the file appear in the Worksheet field; select the worksheet containing the data to import.

 

Attempt Asset Type Mapping

Select:

  • On to specify the asset type column in the source database for mapping to the iSupport asset type column. If a value in the source does not match the corresponding value a predefined type, a new type will be assigned.
  • Off to assign the predefined iSupport asset type in the Default Asset Type field to all synchronized records.
Attempt Asset Owner Mapping

Select:

  • On to specify the names of the asset owner First Name, Last Name, and Email columns in the source database and search for a matching asset owner in iSupport Customer Profiles. If a value in the source database does not match, a new Customer Profile record will be created if Yes is selected in the Create New Customer Profile if Mapping Fails field. If No is selected in that field, the customer in the Default Owner field will be assigned.
  • Off to assign the customer in the Default Owner field as the asset owner of all synchronized records.
Update Sync Field

If performing a mass Asset record update, select the Sync key to use for the update.
Perform Duplicate Name Check On Update

If executing a mass Asset record update, select Yes to check for duplicate names while performing the update.
Import Source/ISupport Columns/Mapped Columns

Map the columns in the Import Source list to the columns in iSupport.

To map a column, select a column in the Import Source list and in the corresponding column in the iSupport Columns list. Then click the right arrow  button. The associated fields display under Mapped Columns.

To remove an entry from the Mapped Columns list, select the entry and click the left arrow  button.

 

When finished, click the Import button to execute the import.