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As an administrator, you can use the bulk process to perform the import, update, or delete operations.

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Follow these steps:

1. Log in to ServiceAide Cloud Serviceaide Intelligent Service Management (CSM) as an administrator.
2. Navigate to MANAGE> ADMINISTRATION> Tools> Bulk Process Data.
   The Bulk Process Data option displays in a new tab. The table displays the supported templates with the Process Status as Waiting. The following templates are available:
   • XML Template for Bulk Upload of Cloud ITSM Entities:  Use this template for processing organizations, users, groups, roles, and asset related records through an XML file.
   • XLS Template for Bulk Upload of Cloud ITSM Entities: Use this template for processing organizations, users, groups, roles, and asset related records through an XLS file.
   • XLS Template for Bulk Upload of Custom HierarchicalTree: Use this template for processing records that are related to Hierarchical Tree attribute through an XLS file.
   • XML Template for Bulk Upload of Custom HierarchicalTree: Use this template for processing records that are related to Hierarchical Tree attribute through an XML file.
3. Download the desired template to your local system.

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1. Navigate to MANAGE> Tools> Bulk Process Data

2. Click Choose File to locate the bulk process template. Specify a name for the file and then click Upload.
   The selected file uploads and the tabs for completing the bulk operation display.
   Note: If you have uploaded an incorrect file, you can select the file from the table and click Delete. 
3. (Optional) Click the Map Worksheets tabtoview the list of worksheets from the uploaded template. Verify that the sheet names are mapped correctly to the Entity Name. Validate that no extra worksheets have been added to the bulk upload template.
4. (Optional) Click the Map Columns tabto view the mapping of column names to the application field names. Verify that the columns are correctly mapped to the field names for each data type. To validate the columns for each entity, select the Entity Name in the drop-down.
5. (Optional) Click the Preview Data tab to preview the data in the template. Preview the data in each worksheet.
6. Click the Execute Operation tab to view a table with all the worksheets. The table also displays the number of records on each worksheet. You can initiate the bulk process, view the progress, and the success of the process.
7. Click the Import/Update or Delete option that displays against each worksheet.
   Note: When you select the Import/Update operation, the Execute Operation tab displays the Import option for each worksheet. When you select the Delete operation, the Execute Operation tab displays the Delete option for each worksheet. The Process Status column in the Execute Operation tab displays the status of the worksheet. When some data is processed partially, click the Unprocessed Rows column. You can download the excel sheet with the records that were not processed.
8. (Optional) Click the Log tab to review the log files that are generated during the process. If the upload encounters any error you can view the error message in this tab. Drag and expand the description column or point the mouse at the cell and read the description in the tool tip. You can also process the failed records again. 

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#Validate #Validate

Validate Processed Data

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