Import Entities

  • Updated
Table of Contents:

Import entities feature enables users to import large sets of entities from CSV files directly into Resolution Intelligence Cloud. This import option is especially valuable for organizations without existing integration options, allowing them to sync bulk entities with Resolution Intelligence Cloud in one go. This feature is available at the tenant level.

Key capabilities include:

  • Bulk Import from CSV: Users can upload a CSV file with entity details and map the CSV columns to corresponding fields in Resolution Intelligence Cloud, ensuring accurate data import and reducing discrepancies and errors. Users can choose to import all entities or specific entities based on the conditions set in the ingestion policy. 
  • CSV Data Preview: Before finalizing the import, users can preview the mapping between the CSV file columns and the Resolution Intelligence Cloud fields, allowing for verification and adjustments to ensure data accuracy and integrity.
  • Job History and Import Status: After import, users can view a detailed job history showing both successfully imported records and any failures, along with the reasons for the failures. This visibility helps users quickly resolve any import issues.
  • Email Notifications: Users receive email notifications upon the completion of the import, whether it is fully or partially successful. For partially successful imports, the email includes a detailed error report listing all encountered issues.

Importing entities from a CSV file to Resolution Intelligence Cloud

Use this procedure to import entities from a CSV file.

  1. Navigate to Resolutions → Overview, under Entities.
    The Entities Overview page appears, displaying all entities organized by category and class.

  2. Click Import. This opens the Import Entities page.

3. Specify the following information:

    • Job Name: The name of the job.
    • Description: The description of the job.

4. Click Choose File to upload the CSV file containing entity data from the local system. Once uploaded, the total number of records in the file will be displayed. You can also view additional fields after the file is uploaded to map the data.

5. Click Start Column Mapping under the Column Mapping section to map the columns in Resolution Intelligence Cloud to those in the CSV file. This opens the Column Mapping side panel.

6. Select the appropriate CSV columns to map to the Resolution Intelligence Cloud columns. Ensure all mandatory fields are mapped to complete the import without errors. Optional fields, such as those related to location, user, and manager, can also be mapped to the RIC fields. If there are many columns, use the search box to locate a specific column.

7. Once the column mapping is done, click Done. 

8. Specify the ingestion criteria. You can select the Match all checkbox to import all entities, or clear this checkbox and click +Add Condition to set specific conditions.

    • To set condition, click Add Condition to select an attribute, operator, and value. Only entities meeting this condition will be imported. You can also group multiple conditions, using the Add Group option. 

9. Select one of the following options:

      • Update: Replaces or merges the existing data with the new data for entities with the same ID.
      • Skip: Skips the entity if the same entity ID already exists in the Resolution Intelligence Cloud. 

10. Click Preview to preview the mapped columns in the side drawer. You can view up to 10 rows of data for preview from the CSV file. Once previewed, click Close to exit the side drawer.

11. Click Submit. A note box appears where you can add notes. Then, click Submit again. You’ll return to the Entities Overview page, where a visual indicator shows that the file import is in progress.

Viewing Import History

Use this procedure to view active and completed file imports.

  1. Navigate to Resolutions → Overview, under Entities.

  2. Click the import icon and select View history. This opens the History page.

  3. Review the following details:

    • Name: The job name provided during creation.
    • Status: The current status of the job. Possible values are:
      • In progress - The entity file upload is in progress.
      • Success - The file has been uploaded successfully. 
      • Failed - The file has been failed to upload. 
    • Created by: The user who created the job.
    • Created on: The date the job was created.
    • Note: Any additional information provided during job creation.

  4. Click the kebab menu to do the following:

    1. Select the Job history option to view total records imported from a CSV file. See Viewing Job History of a Specific Job article. 

    2. Select View to view the details of the file imported. See Viewing Job Details article. 

Viewing Job History of a Specific Job

Use this procedure to view the total records imported from a CSV file.

  1. Navigate to Resolutions → Overview, under Entities.

  2. Click the import icon and select View history. This displays the History page.

  3. Do one of the following:
    • Click the job hyperlink. This opens the side panel, where you can click the Job History tab.
    • Select Job History from the kebab menu. This displays the side panel where you can view the list of successful and failed records imported from the CSV file.

4. Review the following details:

    • Entity Name: The name of the entity.
    • CSV Row Number: The row number of the data that was imported from the CSV file.
    • Status: The status of the entity record, either Success or Failed.
    • Message: The success or failure message generated during import.
    • Start Time: The time the job started.
    • End Time: The time the job ended.

If there are many records, you can use the search option to find specific records.

You can also use the Export as CSV option to export the records to a CSV file.

Viewing Job Details

Use this procedure to view details of a specific job.

  1. Navigate to Resolutions → Overview, under Entities.

  2. Click the import icon and select View history. This displays the History page.

  3. Do one of the following:

    • Click the job hyperlink. This opens the side panel, landing you on the View Details tab by default.
    • Select View Details from the kebab menu to display the side drawer.

  4. Review the following details:

    • Name: The name of the job.
    • Imported to: The destination to which the entities were imported.
    • Description: The description provided when creating the job.
    • Column Mapping: The columns mapped between Resolution Intelligence Cloud and the CSV file.
    • Ingestion Policies: The ingestion criteria set for this job.

  5. Click Close.

Related articles

Comments

0 comments

Please sign in to leave a comment.