Imports and Exports

Imports and Exports

Oomnitza allows you to import and export spreadsheets of your things. Using this, you mass create and update your Assets, import Assets from non-integrated systems, export backups/snapshots, and more.

Contents

  1. Imports Overview
  2. Initiating an Import
  3. Mapping
  4. Importing
  5. Formatting your import file
  6. Exports
  7. Conclusion

Imports Overview

Oomnitza provides an Import Manager which allows you to import new spreadsheets, as well as monitor existing imports, and track and tag past imports. This expands the already detailed history provided within individual assets. 

To reach the Import Manager, navigate to Assets (or any module you want to initiate an import for), and click Import on the far right.

mceclip0.png

Once you've clicked import, you'll see a page that looks like this:

mceclip1.png

The left-hand side of the page allows you to initiate new imports. Past and ongoing imports will appear in the center of the page.

Initiating an Import

To begin an import, on the left-hand side of the screen, either drag-and-drop or browse to select the file you wish to import. You can also select a Google Sheet by authenticating your Google Suite account.

Once you've selected the file, you can indicate what the intent of the import is. You can choose to Update, Create, or Update and Create. This lets you avoid creating or modifying unwanted Assets in the event of a typo or other error in your import file.

Under "Advanced" you can set a timezone for the import, add any tags, and opt in or out of having an email sent to you when the import completes. 

Once you're ready, click continue to proceed to mapping.

mceclip2.png

Mapping

Once you've uploaded your file, Oomnitza will parse the column headers and prompt you to map the fields to your fields with Oomnitza. If the names match perfectly, you'll just need to click "Smart Mapping" in the upper left. Otherwise, you can drag the fields in your spreadsheets to the corresponding fields in Oomnitza. 

When mapping, at least one unique field must be specified to validate the mapping. Oomnitza will use this unique field to map assets. This is done through the dropdown in the lower right.

After setting a mapping field, click "Validate" to proceed with validating the file and mappings.

mapping-imports.gif

Importing

Once the mapping is done, Oomnitza will validate the file. Provided it validates successfully, you'll be subsequently prompted to import the spreadsheet. Clicking "Import" will import the file.

mceclip0.png

The file will then process. Once done, you'll be notified of its success in the import manager.

mceclip1.png

Formatting your import file

Because Oomnitza allows you to map the columns in your spreadsheet to fields in Oomnitza, formatting your import spreadsheets is easy. For best results, we recommend naming your import columns to match your fields in Oomnitza. This will allow you to use smart mapping to save time.

Otherwise, for Creating objects, you'll need to have columns corresponding to all required fields.

For Updating objects, you only need to include a sync field and the field you wish to update. 

Certain fields in Oomnitza utilize enforced dropdowns, which only allow you to enter certain values. If uploading information into one of these fields via a spreadsheet import, it's important that all values match exactly, otherwise, you'll encounter failures when Oomnitza attempts to import those assets.

 

Exports

Oomnitza also allows you to export reports in .CSV or .XLSX. To export from Assets or any other Oomnitza module, navigate to the module, apply any search parameters or saved searches if you want to narrow down your export, then select "Export" in the upper right.

You'll be prompted to select between .XLSX and .CSV. After you make a selection, Oomnitza will generate the export, then you'll be prompted to download it.

exporting-assets.gif

Conclusion

Now that you've learned how to import assets, you're well along on your voyage to learn Oomnitza. The next article in our getting started series will go over Workflows, one of Oomnitza's most powerful features, that combines numerous elements that we've already learned. If you're ready, let's move on to Workflows and Automation —>

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk