Create an import task

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

    • Create an import task for the Service Graph Connector for Microsoft Excel to handle the import of Operational Technology (OT) device data from your Microsoft Excel spreadsheet.

    Antes de Iniciar

    Role required: ot_excel_import_user

    Por Que e Quando Desempenhar Esta Tarefa

    Watch this short video to learn how to create an import task in the Industrial Workspace.

    Procedimento

    1. In the Industrial Workspace, select the List (List icon) icon.
    2. Under the OT Excel SGC - Import Task module, select one of the available lists.
    3. Select New.
    4. On the form, fill in fields.
    5. Select Save.
    6. Refresh the form to access the Microsoft Excel template.
    7. From the Attachments panel, download the Microsoft Excel template by selecting the Actions icon next to the sg_ot_excel_staging.xlsx template and clicking Download.
    8. Save the template locally on your computer.
    9. Fill in the template as needed with your OT device data.
      For more information about how to fill out the spreadsheet, see Prepare your Pre-import OT Worksheet Entry Review tool for Service Graph Connector import.
    10. From the Attachments panel, delete the original template by selecting the Actions icon next to the sg_ot_excel_staging.xlsx and clicking Delete.
    11. Upload your completed Microsoft Excel spreadsheet.
      1. Ensure that you are assigned to the import task so that you can see the Import Attachment UI action.
        If you are not in the Assigned to field of the import task, click the Assign to me UI action before proceeding with the next step.
      2. Click Select file.
      3. From your local drive, upload the completed Microsoft Excel spreadsheet.
      4. Once the spreadsheet is updated, select the Import Attachment UI action.
      5. Wait for your system to complete the import process.
        Once complete, the State field changes from Pending staging import to Staging import succeeded.

    Resultado

    After the import process is complete and the Microsoft Excel spreadsheet has been successfully imported, you can view the staging records for your Operational Technology (OT) device data by selecting the Staging Records tab.

    O que Fazer Depois

    After the import process is complete, you can validate the imported staging records. For more information, see Validate imported staging records.