Importing data using CSV files

You can enter data into the product by importing a CSV file into the Quick Configuration application.

1. From the user interface, select Open Menu > System Configuration > Platform Configuration > Quick Configuration.
2. On the Data Loading tab, select the type of object that corresponds to the type of data you will load: ASSETS, CI, or PERSON USER.
3. Click the Load data button.
4. Click Browse. Navigate to the CSV input file and select it.
5. To deactivate the preview mode, ensure that the Import preview checkbox is not checked.
6. Click OK.
   Assets, CIs, and person users are placed in the sequential queue. If there is already a data load request ongoing on the same application server as from where this request is initiated from, a message box will appear indicating that the data load application is busy at this time and it will recommend to try this import operation after the ongoing data load operation has finished. If there are no other data import requests ongoing on the same application server as that on which this data load request resides, the number of records in the CSV file will be checked. An error message will be returned if the number of records exceeds the maximum allowed record size in any one file. The default maximum value is 3000. If the number of records is less than the allowed limit, the content of the CSV file will be processed. While the file is being processed, review the Records Tracking table for information about the amount of Java Message Service (JMS) messages that need to be processed.
7. Review the Records Tracking table for information about the Java Message Service (JMS) messages that need to be processed. Note the following when reviewing this section:
   • On the Data Loading tab, the Total pending records may be null. This occurs because the field does not update automatically. You must click Refresh to update the records.
   • If there are no messages to be processed, the Total pending records is 0. If you submit, for example 3000 records, the field displays any number between 0 and 3000, depending on the progress of the data loading.]
   • If you submit a new file to be loaded while there are still messages waiting to be processed, the Total pending records field will show the sum of the current backlog of messages plus the total amount of new messages to be processed in the new data load.
   • To clear the continuous or sequential queues, click the Clear continuous queue or the Clear sequential queue button.
8. Review the Failed Records table for information about problems encountered with the data import. You can take the following actions on messages:
   • Edit and save a failed message. In this way, you can correct all errors in a failed message and then reprocess the message.
   • Select and then reprocess one or more failed messages.
   • Select and then delete one or more failed messages.
   • Refresh the Failed Messages list.
   Depending on the size of the input file, it might take a few minutes for the failed messages to appear. The failed messages appear as each error occurs rather than all at once after the import is complete. If the input file contains no errors, no messages are displayed in the Failed Records table.