Import assets with guided setup

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Use Customer Service Management guided setup to import existing assets.

    Vorbereitungen

    Role required: admin

    Warum und wann dieser Vorgang ausgeführt wird

    There are different types of assets and information for each type of asset is stored in a different table. For example, hardware assets are stored in the Hardware [alm_hardware] table.

    Prozedur

    1. Navigate to All > Customer Service > Administration > Guided Setup and click Get Started.
    2. In the Foundation Data category, click Get Started and then click Import Assets.
    3. Upload data from an external data source into an import set.
    4. Create a transform map.
    5. Execute the transform map to transfer the data.
    6. Verify that the data records are imported into the target table.