The following worksheets and data templates are available:

Organization Worksheet

The Organization worksheet is a part of the XLS Template for Bulk Upload of Intelligent Service Management Entities. You can use this worksheet to create organization records. You can also create the organization hierarchy by providing the relevant relationship in this template.

Provide the following required information:                    

Support Groups Worksheet

The Support Groups worksheet is a part of the XLS Template for Bulk Upload of Intelligent Service Management Entities. You can use this worksheet to manage support group records. You can relate the support group to one or more organizations by providing the relevant relationship in this template. The following fields are required fields.

The application also has some support groups that are part of out-of-the-box workflow configurations. You can review these support groups before importing support groups.

You can set one support group as the next escalation group for another support group. To set this relation, the support group record must exist in the application. Specify the name of the support group that you mark as the next escalation group first.

Contact Persons Worksheet

The Contact Persons worksheet is a part of the XLS Template for Bulk Upload of Intelligent Service Management Entities. You can use this worksheet to manage user records. You can relate a user to their organization by providing the relevant relationship in this template. The following fields are required fields.

Phone Number Format

Phone number is an optional field on the Contact Persons worksheet. If you want to add phone numbers to the worksheet, add numerics such as 1234 5678.

To add Country Code, Area Code, Phone Number such as +1 234 567 8910:

Supported Timezone Formats 

For the bulk import process, you can specify the time zone values for the user profile information. The accepted values for this column on the bulk process template are as follows:

Roles Worksheet

The Roles worksheet is a part of the XLS Template for Bulk Upload of Intelligent Service Management Entities. You can use this worksheet to manage Roles. The Roles worksheet has only one column. The application has some roles that are configured as part of the out-of-the-box workflow configurations. You can review the roles before importing new roles.

Categorizations Worksheet

The Categorizations worksheet is a part of the XLS Template for Bulk Upload of Intelligent Service Management Entities. You can use this worksheet to manage categorization records. You can relate the categorization record to one or more ticket types and configuration items. The following fields are required fields.

The other columns in the worksheet are not required. You can use the Category, Type, and Item columns to create the four level categorization.

Configuration Items Worksheet

The Configuration Items worksheet is a part of the XLS Template for Bulk Upload of Intelligent Service Management Entities. You can use this worksheet to manage configuration items. You can relate the configuration item to an organization using this template. The following fields are required.

CI Related Contacts Worksheet

The CI Related Contacts worksheet is a part of the XLS Template for Bulk Upload of Intelligent Service Management Entities. Use this worksheet to relate users to a configuration item, and specify relationship type between the CI and the user. The following fields are required.

Language Catalog Worksheet

The Language Catalog worksheet is a part of the XLS Template for Bulk Upload of Intelligent Service Management Entities. To relate the manage translations to any custom defined, you can use the catalog worksheet. All the columns on the worksheet are required.

Asset Worksheet

The Asset worksheet is a part of the XLS Template for Bulk Upload of Intelligent Service Management Entities. You can use this worksheet to create asset records. You can also update the details of one or more assets using the template. The following fields are required:

Model Worksheet

The Model worksheet is a part of the XLS Template for Bulk Upload of Intelligent Service Management Entities. You can use this worksheet to create model records. You can also update the details of one or more models using the template. The following fields are required:

IP Ranges Worksheet

The IP Ranges worksheet is a part of the XLS Template for Bulk Upload of Intelligent Service Management Entities. The native discovery uses IP ranges to discover asset. You can use this template to upload IP ranges for discovering assets. Once the IP ranges are uploaded in the asset repository, you view them under Discovery Range section on the  Asset Discovery Configurations page. The following fields are required:

Softwares Worksheet

The Softwares worksheet is a part of the XLS Template for Bulk Upload of Intelligent Service Management Entities. You can use this worksheet to import installed softwares for assets. The following field is required:

Template for Bulk Upload for Custom HierarchicalTree

You can use this data template to manage information through the custom Hierarchical Tree. The Template for Bulk Upload for Custom HierarchicalTree has the following columns: