Pre-requisites for setting up Data Import
Role Required:
- Only the SDAdmin has permission to initiate data import for all modules, except for the Assets module.
- In the Assets module, the SDAsset Manager and AssetConfig can also initiate data import apart from the SDAdmin. However, the user, site, and department associated with an asset can only be updated if the user does not have SDAdmin permission.
- If both the user and department associated with an asset is not present in the application, the asset will be imported to In Store state.
- If the site associated with an asset is not present in the application, the asset will be imported as Base Site.
If the user has SDSiteAdmin permission besides SDAsset Manager and AssetConfig role, they can create departments while importing assets.
Pre-requisites for Importing Organizational Roles:
- Ensure that you create the organization roles in the application before importing users for that role.
Pre-requisites for Importing Changes:
- Sort the change requests in ascending order by their IDs in the CSV files.
- Change Workflow field cannot be imported.
- Stage and status present in the CSV file should be populated in Setup >> Customization >> Change Management >> Stage and Status before importing the CSV file.
- If the stage and status present in the CSV file are not populated in Setup, the imported change will be set to Submission stage and Requested status by default.
- If the stage is present but status is not populated in Setup, the stage will be imported as such while the status will be set to the default status of that stage.
- If the stage of a change task present in the import file is not populated in Setup, the task will be added to Implementation stage by default.
- The Attachment Module column in the CSV file should be specified as one of the following:
- GENERAL
- IMPACTDESC
- ROLLOUTPLAN
- BACKOUTPLAN
- CHECKLIST
- UAT_PLAN
- UAT_ISSUES
- RELEASE_ISSUES
- REVIEW
- Specify GENERAL as an attachment module to add attachments to the change request. If any other attachment module is specified, the attachment will be added to the respective description field.
- The attachment module names are case-sensitive.
- If the date-time format of any date field in CSV file and the format selected while mapping the import file columns are mismatched,
- Created Time field will be set to the current time.
- Other date fields will not be set.