Import Data

Step 1: Choose File

Go to Setup > Data Administration > Import Data
Choose the record you want to import using the Select Module dropdown.
Choose how you would like to import: Add records and update if already exists, Update if already exists, Delete existing records and add or Ignore duplicate records.
Select the import file format. Available formats for all types of records are .csv, .xls, .xlsx. Additionally, the records in the Project module also support .mpp (Microsoft Projects) format.
Click Choose file to import file and then select the character encoding format. If the file format is .mpp, you can add files from the local computer using the icon or by dragging the files into the box.
Click Next.

Enter Sheet Number if the selected file format is .xls or .xlsx.

You can also import .mpp files from the cloud. To import from the cloud, select Attach files from Cloud by clicking the dropdown beside the

icon.

Supported .mpp formats for projects : Project 98, 2000, 2002, 2003, 2007, 2010, 2013, 2016.

You can download the sample CSV file for each type record is shown on the right-hand side.

Step 2: Customize Mapping

Map the record fields with the column names in the CSV file. If you are importing data to a custom module, select the custom module to load the fields configured in the custom module.

While importing vendors, you can enable Import Associated Product Details checkbox to map vendors with existing products. If the product specified is not found in the application, a new product will be created and mapped with the imported vendor.

If a vendor's name is duplicated in the imported file, multiple products will be mapped to the same vendor.

With respect to importing projects from .mpp files, the respective attributes from MS projects can be mapped to the attributes in SDP cloud.

Ensure you have mapped all mandatory fields and click Next. The mandatory fields for different types of records are as follows.

Record Name	Mandatory Fields
Attachments	ServiceDesk Plus Module, Parent ID, Attachment ID, File Name
Conversations	ServiceDesk Plus Module, Parent ID, Conversation ID, To Address, and Subject
Worklog	ServiceDesk Plus Module, Parent ID, Worklog ID, Owner, Start Time, and End Time
Solutions	Solution ID, Subject, Topic Name, Contents, Created On, and Created by
Purchase Order	Purchase Order Details: PO#, PO Name, Vendor, Tax Shipping, and PO Status Product Details: Quantity and Price
Contracts	Contact Name, Contract Vendor, Contract Owner, Active From and Expiry Date
Vendor	Vendor Details: Vendor Name, Currency. If product association import is enabled: Product Name, Price.
Custom Module	Custom Module name and the fields that are marked mandatory in the selected custom module.
Admin Entities	Users: First Name Regions: Region Sites: Name Departments: Department Name Groups: Group Categories: Category
General	Tasks: ServiceDesk Plus Module, Task Fields: Task ID, Title, Stage Task Comments: Comment ID, Task ID, and Comment
Requests	Request Information: Request ID, Requester Name, and Subject Tasks: ServiceDesk Plus Module, Task ID, Title, Parent ID, and Stage
Problems	Problem Information: Problem ID and Title Additional Information: Status Solution Information: Solution Description, Solution Topic, and Solution Approval Status Workaround Information: Workaround Description, Workaround Topic, and Workaround Approval Status Tasks: ServiceDesk Plus Module, Task ID, Title, Parent ID, and Stage
Changes	Change Information: Change ID and Title Additional Information: Stage and Status Tasks: ServiceDesk Plus Module, Task ID, Title, Parent ID, and Stage
Releases	Releases: Release ID, Title, Stage, and Status Tasks: ServiceDesk Plus Module, Task ID, Title, Parent ID, and Stage Conversations: ServiceDesk Plus Module, Parent ID, Conversation ID, To Address, and Subject.
Projects	Projects: Project ID and Title Project Member: Project Member ID, Project ID, Owner, Role, and Is Active Project Comments: Comment ID, Project ID, and Comment Milestones: Milestone ID, Project D, and Title Milestone Comments: Comment ID, Milestone ID, and Comment Tasks: ServiceDesk Plus Module, Task ID, Title, Parent ID, and Stage Task Comments: Comment ID, Task ID, and Comment
CMDB	Configuration Items: CI Type and Name CI relationships: Source CI, Source CI Type, Destination CI, Destination CI Type, Relationship Type Name, and Inverse Relationship Type Name
Assets	Workstations: Name All other Assets and components: Product Type, Product, and Asset Name Software Licenses: Managed Software, Manufacturer, and License Type
Maintenance	Request Maintenances Maintenance Details: Request Maintenance ID, Subject, Requester Name Schedule Info: Frequency, Start Date, Is Advanced, Skip Frequency, Weekdays Only, Days of Week, Week of Month, Days of Month, Months of Year, Is First Day of Month, Day Config of Month, End After Occurrence, End on Date Change Maintenances Change Information: Change Maintenance ID, Title, Change Template Schedule Info: Frequency, Start Date, Is Advanced, Skip Frequency, Weekdays Only, Days of Week, Week of Month, Days of Month, Months of Year, Is First Day of Month, Day Config of Month, End After Occurrence, End on Date Additional Information: Stage and Status Ensure all scheduler fields are mapped and filled according to their respective frequencies.

Modules should now be specified in the CSV files for importing worklogs. For worklogs in requests, problems, releases, and changes use Request, Problem, Release, and Change as values for the Module column respectively. For task worklogs, use General Task, Request Task, Change Task, Problem Task, Release Task, Project Task, and Milestone Task as values for the respective tasks.

Click Import Now to initiate the data import.

Import History

You can view the import status under Import History.

To view details of an import operation, click the desired Result field.