how to import CI contacts from spreadsheet
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07-30-2025 11:30 AM
Hi,
Pls assist me to create datasource to import data from spreadsheet.
The spreadsheet contains CI name, CI class (use values like shown below),Group contact, Approver email address.
Class display name Class (use this value in the contact spreadsheet)
Citrix Netscaler cmdb_ci_lb_netscaler
Network cmdb_ci_kvm_network
build an import/transform process to populate the ci records using these rules:
o The import will act on any row matching CI name + class, if operational state <> Retired.
o If a matching CI is found, target contact(s) will be updated with contact(s) in the source spreadsheet. If spreadsheet contact is empty, the corresponding target contact will not be overwritten with empty value.
o If there is more than one row matching CI name + class, import will only act on the first row returned (this is how an import works). pls advise the steps to create it.
Thanks.
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07-30-2025 11:47 AM
you can do it the opposite way - go to the desired table and export it with all the columns you want to populate (it might require adding via personalisation) and then export it, one or two records are fine, then you have a template for the later import.
When you will have it go to Load data module, import the spreadsheet and continue with transformation.
First, you should use it in non-PROD environment and then you can export via XML or repeat the same steps.
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