This feature enables efficient bulk import of new assets and update of existing assets in the Data Integrity Suite, streamlining data management and reducing manual entry errors, which is vital for maintaining data accuracy and consistency.
Note: When importing data, the system uses key
fields such as
xref or key to determine whether to
add a new asset or update an existing one. If the key is not found
in the system, a new asset will be created. If the key matches an
existing asset, the system will update that asset with the provided
data, modifying only the specified fields. You can specify only the
columns you want to update; other fields remain unchanged, except
for required columns. This process allows for efficient bulk
management, enabling both creation and updates within a single
import operation.- Navigate to . This will open the interface for managing your import tasks.
- To start a new import, click on the Import button.
- Choose the type of assets you wish to import for Import Type: Technical Assets or Business Assets.
- For assets, the default Import Action available is Add/Update.
- From the drop-down menu, select the
Type of asset you wish to
import. You may also include a
Description.Note: The Columns tab in the side panel lists all the required and optional fields necessary for importing the selected asset. When you download the spreadsheet template, these fields will appear as column headers, ensuring that your data aligns correctly for import.
- You can turn on the Trigger
workflows toggle to initiate workflows
associated with this asset type. Note: During the import process, the system will display available workflows in the Triggered Workflows tab in the side panel. If no workflows are available, this will be indicated in the side panel, and the toggle to trigger workflows will be disabled. Click on the workflow links to view detailed information in a secondary panel, which can be closed to continue the import.
- Download the spreadsheet template by clicking on the Download Spreadsheet Template option. This template will include the required fields and columns based on the asset type you select. Mandatory columns for required fields are shown in bold.
- Validate the file by ensuring that all required fields are filled out and that the
data types match the expected formats.Warning: Required fields must be provided when adding new assets, as they are essential for successful creation. Each imported file is limited to a maximum size of 100 Megabytes. Uploaded files will be retained for 90 days.
- Upload the file by either browsing and selecting a file
from your computer or by dragging and dropping your data
file directly. Tip: Ensure your file is in XLSX, XLS, or CSV format.
- Once the file is uploaded, the system will perform
several validation checks, including:
- File format and required fields: Ensures the uploaded file meets the necessary format and contains all required fields.
- Asset existence: Checks if the assets referenced in the file exist. If not, placeholder assets will be created.
- If validation fails due to errors such as invalid assets or predicates, an error message will be displayed, highlighting the problematic records.
- Click on the View errors option or check the specific error messages for each row in the Errors tab located in the side panel.
- You can also re-upload only the rows that did not pass validation for correction.
- After finalizing the template, click on the Import button to start the process. Upon successful import, the system will display a confirmation message.
- Navigate back to the Import page, where you can track the progress of your import through various status indicators, including In Progress, Completed, Partial, and Failed. The system offers real-time updates throughout the import process. To see the most recent status, refresh the page.
- In the Import Type column, you can click the context menu next to the asset import job to access details about the job. From there, you can view information, export records with errors, export imported records, or download the original file.
Import child assets
When importing child assets, it is essential to establish a parent-child relationship. The spreadsheet template includes a parent xref column, where you must provide the Asset Xref of the parent asset. This can be found on the asset Details page or side panel of the parent asset.