Import assets with guided setup

  • Versão de lançamento: Australia
  • Atualizado 12 de mar. de 2026
  • 1 min. de leitura

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

    Antes de Iniciar

    Role required: admin

    Por Que e Quando Desempenhar Esta Tarefa

    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.

    Procedimento

    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.