Importing Companies via CSV

Use CSV import to add multiple companies to SysAid at once or update existing company details in bulk.

Available for:

Customers Using SysAid Spaces. If you’re using SysAid Classic, see Import Companies.

How it works

CSV import lets you add new companies or update existing companies using a CSV file.

Each row in the CSV file represents one company. Each column represents a company field, such as name, address, city, state, zip code, country, phone number, notes, custom notes, or fax. During the import, you map each CSV column to the matching SysAid field.

You can import the CSV in one of the following ways:

To update an existing company, the CSV must include the same Name already used for that company in SysAid. If SysAid does not find a matching company Name, it creates a new company instead of updating an existing one.

Step #1: Create the CSV file

Create a CSV file that includes the companies you want to import.

Make sure each company you want to update includes the exact Name already used in SysAid.

For example, if the company is saved in SysAid as SysAid Technologies, the CSV should use SysAid Technologies as the company Name. If the CSV uses a different name, SysAid creates a new company record.

Step #2: Import companies from a CSV file

To import companies:

1. Go to Settings > Administration > User Management > Import Companies.

2. In Input file, click Choose File and select your CSV file.

3. If the first row in your CSV contains column headers, select Do not import the head line (the first line).

4. In Number of fields, enter the number of columns you want to import from the CSV file.

5. In Read csv file from line number, enter the first row SysAid should import.
   For example, if the first row contains headers, start from line 2.

6. In the mapping table, use the Field content column to match each CSV column to the correct SysAid field.

   • Position 1 matches the left-most column in your CSV file.

   • Position 2 matches the second column, and so on.

7. If you import date fields, enter the relevant date format in the Format column.

8. Click Submit.

Schedule CSV imports

You can schedule SysAid to sync company information from a CSV file. At the scheduled interval, SysAid checks the CSV file and imports updated information.

This is useful when you manage company data outside SysAid and want SysAid to stay aligned with that source.

Schedule imports using the RDS import folder

Cloud environments must use the RDS import folder for scheduled CSV imports. On-Prem environments can also use this method.

When using the RDS import folder, the RDS checks the folder and uploads a copy of the CSV file to the server every 10 minutes. SysAid then processes the file based on the schedule you define.

To schedule imports using the RDS import folder:

1. Go to Settings > Administration > User Management > Import Companies.

2. Select Schedule.

3. In Start time, select when SysAid should begin syncing the CSV file.

4. From Rerun every, select how often the sync should run:

   • Hour

   • Day

   • Week

5. Select RDS import folder.

6. Click Set scheduled import.

7. On the RDS machine, add a copy of the CSV file to:
   WEB-INF/csvCompanyFiles

8. Open the DiscoveryService.properties file.

9. Find the csv.company.import parameter and set it to true.
   If the parameter does not exist, add it manually.

10. Save the file.

11. Restart the RDS service.

Importnat:

Do not permanently store the original CSV file in the RDS import folder. The RDS uploads the file to the server and removes it from this location.

Schedule imports using a file path

For On-Prem environments, you can schedule imports from a file path.

To schedule imports from a file path:

1. Go to Settings > Administration > User Management > Import Companies.

2. Select Schedule.

3. In Start time, select when SysAid should begin syncing the CSV file.

4. From Rerun every, select how often the sync should run:

   • Hour

   • Day

   • Week

5. Select File path.

6. Enter the CSV file path.

7. Click Set scheduled import.

Verify the import

After the import is complete, go to Settings > Administration > User Management > Companies and confirm that the companies were created or updated correctly.