Import Companies
  • 14 Jul 2022
  • 3 Minutes to read
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Import Companies

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    Light
  • PDF

This page allows you to easily import a list of companies from a .csv file. You can also update existing companies by reimporting them with updated information.

ImportCompaniesfilesImportcompaniesImportcompanies.jpg

To import a list of companies

  1. Create a .csv file with the companies you would like to import. You can easily create a .csv file using Microsoft Excel (save as CSV). Columns in the .csv are fields to import for each company, and rows in the .csv are the individual companies. See the image below for an example.

    CSV file ready for import into SysAid
    ImportCompaniesfilesCompaniesCSVCompaniesCSV.jpg
  2. Select the .csv you've created by clicking Choose File.
  3. If your .csv has column headers (like in the picture above) select the Do not import the head line checkbox.
  4. Select the number of fields to import. The number of fields is equal to the number of columns in your .csv file.
  5. Choose which row in the .csv file should be the first row to import. If you change this from the default value of "1," it's recommended to uncheck the Do not import the head line box.
  6. Select each field you are importing in the Field content column. Each field corresponds to one column in the .csv file. The Field content in Position 1 is the left-most column in your .csv.
    Important: If you would like to update an existing company, the Name of that company should be imported, along with the fields to be changed. If you do not import a Name that already exists in SysAid, SysAid creates a new company instead of updating an existing one.
  7. If you select any date fields, specify the date format in the Format column. You can use either European (dd/mm/yyyy) or US date formats (mm/dd/yyyy).
  8. Click Submit to import your companies.

You can verify that your companies were correctly imported and/or updated from Tools > User Management > Companies.

Automatically sync SysAid with a .csv file

You can set SysAid to automatically sync its company information with a .csv file. This means that at the intervals you define, SysAid checks the .csv file for changes. If any changes have been made, SysAid imports the file and overrides the existing company information with the updated information in the .csv file.

On-Premises users can accomplish this by pointing to the file location of the .csv file or by connecting to the .csv file via the RDS. Cloud users can perform this sync only by connecting to the .csv file via the RDS. The RDS scans the folder and uploads the copy of the .csv file to the server every 10 minutes. The server processes the updated information based on the selected schedule time.

To automatically sync your companies with a .csv file via the SysAid server

  1. Check the Schedule box.
  2. In the Start Time field, select a date and time to begin syncing with the file.
  3. From the Rerun Every drop-down list, select if the sync should occur every hour, day, or week.
  4. Select the File path option button.
  5. In the File Path field, enter the file path location of the .csv file.
  6. Click Set scheduled import.

To automatically sync your companies with a .csv file via the RDS

  1. Check the Schedule box.
  2. In the Start Time field, select a date and time to begin syncing with the file.
  3. From the Rerun Every drop-down list, select if the sync should occur every hour, day, or week.
  4. Select the File path option button.
  5. Click Set scheduled import.
  6. On your system, add a copy of the .csv file to the RDS folder under WEB-INF/csvCompanyFiles.
    Important
    Do not attempt to permanently store the original .csv file in this location as the RDS uploads it to the server and removes it from this location.
  7. Access the RDS and open the DiscoveryService.properties file.
  8. Find the "csv.company.import" parameter and set its value to "true". If the parameter does not exist in the file, add it manually.
  9. Save the file.
  10. Restart the RDS service.

ImportSysAidUsersfilesScheduleSync4.jpg



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