Importing Customers, Assets and Users

The Service Desk integration process involves the automatic import of data from Remote Management & Monitoring including Staff Agents, Customers (organisations and sites) and Customer end-users (who have been given client Dashboard access). Automatically importing this existing data minimises adoption overhead and initial setup. However you may find that you need to manually import data after the initial integration. To address this, Service Desk allows you to carry out a manual import of the following data in an easy to understand CSV file format:

• Customer Organisations - See Importing Customers
• Assets - Import supported customer devices e.g. workstation, server, printer etc. See Importing Assets
• Customer end-users - See Importing Users

Importing Customers

1. Go to Settings - Import - Customers to display the Import Customers page.
2. Your CSV file should include columns for Name (required) and Domain.
3. Click Browse to locate the file then click on Upload CSV to upload the file into your system.
4. In the Map columns to fields page, map the field names to the headers in your CSV file.
5. Click on Check Data to display a Summary of data imported.
6. If you're happy with this, click on Confirm and Save.
7. The Customers page is displayed listing the newly imported customers.

Importing Assets

1. Go to Settings - Import - Assets to display the Import Assets page.
2. Your CSV file should include columns for Name (required), Type (required), Site (required), Cost and Location.
3. Click Browse to locate the file then click on Upload CSV to upload the file into your system.
4. In the Map columns to fields page, map the field names to the headers in your CSV file.
5. Click on Check Data to display a Summary of data imported.
6. If you're happy with this, click on Confirm and Save.
7. The Assets page is displayed listing the newly imported assets.

Importing Users

1. Go to Settings - Import - Users to display the Import Users page.
2. Your CSV file should include columns for Name (required), Email (required), Customer (required) and Phone.
3. Click Browse to locate the file then click on Upload CSV to upload the file into your system.
4. In the Map columns to fields page, map the field names to the headers in your CSV file.
5. Click on Check Data to display a Summary of data imported.
6. If you're happy with this, click on Confirm and Save.
7. The Users page is displayed listing the newly imported users.