How to Import Data to Custom Table

Introduction

This guide will show you how to import data into an existing Custom table in Asset and Configuration Management using the Easy Imports tool. This is useful when you need to add multiple records from a CSV file into a Custom table.

Target Audience

User (trained personnel)

Prerequisites

Before starting, ensure you have:

• Administrator, Partial Administrator, or a user with granted access to Easy Imports.
• Existing Custom table created.
• Data prepared in a CSV file matching the table's structure.
• Proper training on using the Advanced import tool.

How to Import Data to Custom Table

Step 1: Open Easy Imports

• Go to Global menu >> Administration >> XML data import >> Advanced import.

Step 2: Create a new import

• Click the New CSV custom table import button.
• Enter a name for the import.
• Select the Custom table you want to import data into.

Step 3: Upload and map the data

• Upload the prepared CSV file.
• Proceed with field mapping (map the columns from the file to the table's custom fields).
• Confirm and execute the import.

Troubleshooting

• Ensure the file format and structure match the Custom table.
• Verify you have permissions for Advanced import.
• Check for required fields during the mapping step.

Conclusion

You have successfully imported data into a Custom table using the Easy Imports tool. This allows for bulk record creation from CSV files.

Related Topics and Further Reading

• How to Export Custom Table Configuration (How-To)
• How to Synchronize Data from Custom Tables (How-To)
• Asset and Configuration Management Settings and Options (Reference)

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