Use the Import Data Tool

The data importers across Observe and vxSuite allow you to make bulk updates in the application itself, as opposed to using an API.

Edit items in bulk

You can access a specific set of data from tables in the application and then use the import tool to make bulks updates to the data.

1. Access the page where you want to perform bulk updates.

2. Click Import data.

3. Select the data you want to import from the Import data menu.

4. Click Export current values for the selected import data.

   The data downloads in the selected format (CSV, Excel, or tab delimited).

5. Open the exported file.

6. Do the following in the file to make bulk updates in the Action column:

   • Enter Edit and update values for the corresponding site.

   • Enter Add and enter values for a new site on the corresponding row.

   • Leave blank to keep the existing values for the corresponding site.

7. Save the file after making your updates.

8. Go back to Import Data and click Choose file.

   Make sure the format matches the file in which you made your edits.

9. Open the updated file.

10. Click Import.

11. Click Continue.

Add new items in bulk

You can use importers to add new items to the system in bulk, such as assets, device controllers, and so on. This process includes downloading and completing a spreadsheet template and then uploading the spreadsheet back into the system.

Download and complete template

1. On the Connected Assets page, click Import.

2. In the File type field, select Tab delimited, CSV, or Excel.

3. Click Download template.

   The file downloads to your browser downloads folder.

4. Open the file and complete all required columns.

Upload template

After you complete the template, upload it to the system.

1. On the Connected Assets page, click Import.

2. In the File type field, select the format you used in the template.

3. Click Choose file and select the completed template from your device.

4. Click Open.

5. Click Import.

The system validates the data during upload and allows you to review a section of the data for accuracy:

• If all data is valid, the assets are uploaded for final verification.

• If errors are found, a message highlights the problematic rows, preventing the upload.

  Since partial uploads are not allowed, correct any errors and re-upload the file.