Importing SaaS and desktop software records

If you can't sync with a vendor application to stream records into Oomnitza, you can import records from a spreadsheet.

Before you start

The Include read-only toggle is only available if your administrator has granted permissions for your role to edit read-only fields.

See Importing records and the Import manager.

Before you start

See Using the Import Manager for instructions.

Click Software, click SaaS or Desktop, and then click Import . 

Sample import template

SaaS software records

You must create a file with the information that you want to upload.

To import SaaS software records, you add headers. You must add the Software Name header and values. You must add the Application Category header, but adding values is not mandatory. If you don't specify a value for the category, you can add a value after you import the record. 

Software Name	Application Category
<unique name>	<category>
<unique name>	<category>

Desktop software records

To import Desktop software records, you add headers. You must add the Software Name header and values. You must add the Software Category header, but adding values is not mandatory. If you don't specify a category value, you can add a value after you import the record. 

Software Name	Software Category
<unique name>	<category>
<unique name>	<category>

You can also add other headers and values to the files that you use to upload software records such as Publisher and Website.    

Tip
If the field is not visible on the mapping page, you need to add it to the record view. See Configuring tab view settings for roles.