Importing Assets

SupportDesk has the ability to load external Assets (Inventory) data files directly into the databases. You can therefore download data from any existing databases and populate the SupportDesk databases.

In addition, SupportDesk also has the ability to export your Asset data from the SupportDesk database to a CSV file, which you can learn more about on the Exporting Assets Guide.

The files to be imported must be flat files of comma-separated values. Each line in the text file represents a SupportDesk record of a particular type. The first characters in each line indicate the type of record to be loaded. You should also note that special rules apply to some fields, please take advice from Support before loading new data type. You can use Import to execute a SQL string, but again please take advice from Support before doing this.

Note: Tickets and Notes are loaded into the current Ticket Folder. Any Assets referenced in the Tickets should belong to the current Folder. Similarly, if you are importing Tickets to an archive Folder, the Tickets should have status ‘Closed’. SupportDesk does not make these checks.

How to Import Files

In the WebServer, go to Import CSV from Settings.import csv file pageSelect the file to import records and click Import. If there are errors they will be listed. You need to review the errors. The error log is listed to the file suppdesk.errIf there are no errors you can navigate away.

In the Windows interface the Import CSV option is on the Database ribbon tab/menu. You need to navigate to where the import file is located.

Import Formats

Excel column headings are supplied below to assist with importing Asset Records. You do not need to supply data for every field, just enter those you need. (Though there are some validation rules, these are not documented here.)

Dates should be entered as DD/MM/YYYY for UK format and MM/DD/YYYY if US format is in use.

Asset Record – Type CP

A Code “CP”
B Customer Ref Up to 40 characters, mandatory (Customer must exist.)
C Product Ref Up to 40 characters, mandatory (Product must exist.)
D Version Ref Up to 16 characters, mandatory
(Product Version must exist.)
E Date 10 characters (Default today’s date)
F Narrative Up to 2000 characters
G Serial No Up to 120 characters
H Asset No Up to 25 characters
I Status Up to 25 characters
J Analysis Up to 25 characters
K Cust Contract Start 10 characters (date)
L Cust Contract End 10 characters (date)
M Cust Contract Period Up to 25 characters
N Cust Contract Fee 10 numeric characters, 2 decimal places
O Cust Contract Code Up to 25 characters
P Purchase Date 10 characters
Q Purchase Price 10 numeric characters, 2 decimal places
R Pur. Order No Up to 25 character.
S Pur. Invoice No Up to 120 characters
T Pur. Contract No Up to 25 characters
U Installation Start Date 10 characters
V Installation End Date 10 characters
W Location Up to 40 characters
X Room Up to 25 characters
Y Floor Up to 25 characters
Z Building Up to 25 characters
AA Contact Up to 40 characters
AB Extra 1 (pre 2002) Up to 25 characters
AC Extra 2 (pre 2002) Up to 25 characters
AD Extra 3 (pre 2002) Up to 25 characters
AE Service Level Up to 32 characters
AF Extra 4 (pre 2002) Up to 25 characters each
AG Extra 5 (pre 2002) Up to 25 characters each
AH Flags Numeric (set to zero)
AI Cust Contract No Up to 25 characters
AJ Supplier Up to 40 characters
AK Supplier SLA Up to 32 characters
AL Supp Contract Expiry 10 characters (date)
AM System ID Leave blank for new records
AN Type Up to 40 characters
AO Archived Numeric (1=Yes, 0=No)
AP Primary Numeric
AQ Status Numeric
AR ID Up to 120 characters
AS Numeric Flag Set to 0
AT Department Up to 120 characters
AU Currency Up to 16 characters
AV Source ID Numeric
AW GUID Up to 120 characters
AX Depreciation Period Numeric
AY Salvage Price 10 numeric characters, 2 decimal places
AZ Depreciation Type Numeric
BA Depreciation per year Numeric
BB Cost Centre Up to 40 characters
BC Folders A series of numbers delimited by | to note the Folders in which the asset can be used.
BD Op. Status Up to 16 characters
BE Client Order No Up to 40 characters
BF ISDN Up to 40 characters
BG Service Supplier Up to 40 characters
BH Service PO Up to 40 characters
BI Depreciation start Up to 10 characters
BJ Depreciation cost Numeric
BK-BM Leave Blank
BN Address Up to 40 characters
BO URL Up to 200 characters
BP SNMP Enabled 0 if not enabled, 1 if enabled
BQ Quantity Numeric
BR Sequence Numeric
BS Net fee Numeric
BT Date added to contract 10 characters (date)
BU Note Up to 2000 characters
BV Goods in date 10 characters (date)
BW Test date 10 characters (date)
BX Audit date 10 characters (date)
BY Partial Numeric
BZ Consignment Up to 40 characters
CA Latitude Numeric
CB Longitude Numeric
CC Direct Ship Numeric
CD ETA 10 characters date
CE Last audit date 10 characters date

 

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