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The Resource Import Tool (in beta) allows you to import resource data from a .csv file into ProVision. In the Resource Import Tool, you can open one or more user-created .csv spreadsheets, perform basic editing functions if needed, associate the data to a specific Section, and correlate the data columns to specific Section Fields.
In ProvisionProVision, 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. If using Excel for Mac, save the file as "Windows Comma Separated .csv".
- 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 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 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 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 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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Sections Grids lists grids currently open that were created from a Provision ProVision Section
Open Files lists the current user created .csv spreadsheets that are open
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Completed Imports show imports which have been completed and imported into ProvisionProVision
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 ProVision Dashboard.
| Warning |
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Exiting the Resource Importer Tool prior to completing the import process will result in the current open grids being discarded. |
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For a step by step walkthrough of the Resource importer, continue on to the Resource Importer Walkthrough - Step 1, which shows how to import a contact list.
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