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Preparing for Data Import

Before importing your data into ProVision, there are a few steps we recommend in order to make the import process as smooth as possible:

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For Resource Import from .csv, the following fields are REQUIRED:

  • Name (Unique Resource / Customer Name)
  • Customer ID (Unique non-name identifier)

All other fields are optional.

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Resource Import Tool: The Resource Import tool is designed for importing .csv files for any Resource type (company, physical devices, contacts, customers, etc), and allows for customized headers through integrating ProVision's Section fields. It also allows for data editing within the tool. Use the Resource Import Tool if you have resource data that does not fit under the Simple Upload / Import from CSV field options, and can equate that data to an existing or newly created Section.

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For more details, see:

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