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In ProVision, since Resources can be any desired entity, and Sections can be anything from "customers" to "firewalls" to "racks", you have total flexibility in what type of data to import with the Resource Importer to meet your specific company needs. Check out Working With Resources, Customizing Sections, and Customizing Fields for more details on how to fit these elements to your business.
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- The .csv document you wish to import saved with UTF-8 encoding. Windows, Mac, and Linux type .csv files are supported.
- A header row for the data in the .csv.
- The .csv file should be "clean", that is, only contain the data to be imported and a header row for that data.
A Section created in ProVision with fields that correlate to the import data. For example, if you wish to import a list of contact information, there will need to be a Section in ProVision created for "Contacts", with fields such as "First Name", "Last Name", "email address", "Phone number", and so on. To create a new Section, or edit an existing Section, refer to Working With Resources, Customizing Sections, and and Customizing Fields.
Warning If the above preconditions are not met, the Resource Importer Tool may not be able to correctly read the .csv file or complete the import. Verify UTF-8 .csv encoding, a clean dataset with a header row, and that an appropriate Section exists in ProVision prior to import.
Info title Best Practice To ensure a fast and straightforward resource import, best practice is to verify ahead of time that your .csv data is correct and contains all the necessary column information for the Section. This includes a top-level Name and Unique ID, as well as a column per Section field. Data edits and column adjustments can be performed inside the Resource Importer Tool if necessary, but will require additional time and steps.
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To open the Resource Import Tool, navigate to the Data Import Tab from the Admin button to import your aggregate blocks. Select "Resource Import Tool" under "Resource Import".
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On the left side of the screen is a listing of currently opened files:
Sections Grids lists grids currently open that were created from a ProVision Section
Open Files lists the current user created .csv spreadsheets that are open
Local Grids lists any grids that were created in the tool itself, instead of opened from an external file
Completed Imports show imports which have been completed and imported into ProVision
If, at any time, you need to leave the Resource Importer Tool, select the "Exit Import Tool" in the top right corner of the screen, and you will be taken back to the ProVision Dashboard.
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For a step by step walkthrough of the Resource importer, continue on to the Resource Importer Walkthrough , which shows how to import a sample contact list and perform minor editing tasks.Resource Importer Walkthrough -
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