Import multiple applications

Import multiple applications and industries from a spreadsheet.

Before you begin

Importing applications and industries is a quick and convenient way to populate the compliance monitoring smart assistant with applications for monitoring. Before you begin, prepare a comma-separated values (CSV) file with the information to import. The file needs to meet the following requirements:
  • The first row defines column names.
  • Each row is complete, meaning that empty fields are accounted for with a delimiter (for example, a comma).
Attention: Microsoft Excel format (XLS) is not supported. When exporting CSV from Excel, verify that the CSV file is created with complete rows and is not missing delimiters for empty fields.

Procedure

  1. Navigate to Setup > Smart Assistant > Compliance Monitoring and select the Applications tab.
  2. Click the Import from CSV button to open the Import from CSV dialog.
  3. Click the Browse button and select a CSV file to upload.
  4. Use the Field delimiter field to define the delimiter used in the CSV file.
    In most instances, the default value (a comma) is appropriate.
  5. Click the Load button to continue.
  6. Use the drop-down menus for Application name and Industry name to map columns from the CSV file to application and industry names.
    Use the Industry field to define a meaningful hierarchy of applications in your environment. For example, create industries to group applications by geographical region such as Customer Relationship Management (North America) and Customer Relationship Management (Europe) or to separate Production and Test applications.
  7. Click OK to import application information from the CSV file.
    If needed, a warning message displays any rows that are skipped due to incomplete or invalid data.

Results

Multiple applications are imported to the table. If specified, industry names are displayed in parentheses after the application names.