CSV Import

CSV Import creates and/or updates multiple objects of a specific type at once from a CSV file.

Mapping headers to attributes

The headers in your CSV file are mapped to the attributes of the type you're importing into. If a header name exactly matches an attribute name, it's mapped automatically.

Object identifier

To update existing objects, choose one or more attributes as the identifier — if a row's identifier value matches an existing object, that object is updated; otherwise a new object is created. If no identifier is selected, every row creates a new object. A header matching the type's label attribute is used as the identifier by default.

Attributes that can't be used as an identifier: multi-cardinality attributes (max cardinality

1), User attributes, and Reference attributes.

Import results

• Success — every row imported without issues.
• Failure — some rows failed. Download the error CSV, fix the flagged rows, and re-import the corrected file; it will create or update objects as usual.

If an object permission limits which objects of the type you can see, the import dialog warns you beforehand that some imported objects may be hidden from you, and the import's Activity log entry says how many of them are visible to you.

Supported attribute types

Attribute type	Notes
Text, Rich Text	Any text matching the attribute's own rules
Integer, Decimal, Rating	Numeric value
Option	Must match a configured option value
Date	yyyy-MM-dd, dd/MM/yyyy, MM-dd-yyyy, or yyyy/MM/dd
DateTime	Same date formats, plus HH:mm:ss
URL, Email	Must match the attribute's own validation rules
Boolean	—
Reference	Value is the referenced object's label
User	Value is the user's display name
IP Address	—
Workflow	Value must be a state name the object has a valid transition into
System Image, Media	Value is a URL to the file; the response must include Content-Length and Content-Type headers (10 MB limit for images, 200 MB for other media)
Priority	Value must match a configured priority name
Location	Value is the address to geocode
Date Range	—

Not supported: System Create/Update DateTime, Completeness, Calculated, Composite, Depreciation, Sequence, SLA, System Creator.

Multi-value attributes

Attributes that allow multiple values (e.g. Reference, Option) accept several values in one cell, separated by |:

Name,Continent,Neighbour
Sweden,Europe,Norway|Finland|Denmark
Turkey,Europe|Asia,Greece|Bulgaria|Georgia|Armenia|Iran|Iraq|Syria

CSV files must be UTF-8 encoded.