Your data will be imported from a CSV file. This is useful if you're still using spreadsheets (not judging) or have CSV files for all of your assets. Learn more about importing
Before you begin
Here are some requirements for your CSV file:
The CSV file needs to have headers, as they are used to create the data locators for the imports. An empty header value is not allowed.
To divide multiple values (for the Insight Attributes with multiple cardinality), use || (2 pipe characters).
Once you've chosen your import type, you'll need to enter details about it. Here's the description of fields you should see in Insight.
Here are general fields, common for every import type:
|Name||The name of the import.|
|Description||The description for your convenience.|
You can specify a default concatenator. When joining multiple data locators into one Insight attribute, this will be the default concatenator. One example could be to join two columns like "First name" and "Last name" into one attribute. So "Mathias" (first name) and "Edblom" (last name) will be concatenated as "Mathias Edblom" if using \s as concatenator.
Enter \s for space-concatenated. To include a concatenate character, place the value between double quotes (i.e "\s").
|Empty Values||Defines what should happen when a Data Locator is empty. Should the import remove the attribute value or just ignores it and leave the current value as is.|
|Defines what should happen if a Data Locator is unknown to Insight. This could happen with attribute types like "Status" and "Select". The value can be added as an option or just ignore the value.|
Format for date fields in import source to convert dates into Insight. If left empty, Insight will automatically try to find correct format.
|Format for date/time fields in import source to convert dates into Insight. If left empty, Insight will automatically try to find correct format. |
The format should be specified according to the Java SimpleDateFormat guidelines.
These fields are specific to an import type (module).
Choose a file or URL.
Protocol, Hostname and Port of where to find the external CSV file.
|Choose a file to upload.|
Optional username for basic authentication.
Optional password for basic authentication.
The delimiter used in the file. Enter \t for tab-delimited. To include a delimiter character, place the value between double quotes. To include a delimiter or a double quote character, place each value between double quotes.
Scheduling fields are responsible for keeping your data in sync:
|Synchronizing Account||The Jira user to use when synchronize data into Insight|
|Cron Expression||The interval for the automatic synchronization.|
|Automatically Synchronize||If the import should be scheduled for automatic synchronization.|
Pre-defined structure and configuration
In the next step, after you've filled in the required fields, Insight will ask you whether you want to create a predefined structure (object type mappings) and configuration (attribute mappings). Details of this will differ depending on the import type.
Here's some details for the CSV import:
- Each column from the CSV file will be created as an Insight attribute of type Default Text, and configuration will be mapped accordingly.
- The object type created will always be the same.
- Some object type mappings are disabled by default. Make sure to select the relevant ones.
If you want to have different attribute types created by the import of the data from the CSV file, create the predefined structure and then change the attribute types.
Import configuration created
You can now view your import configuration, but it's not ready yet. You still need to create or review the object type and attribute mapping, and make sure there are no problems with your import configuration.
When you're ready, go to 2. Create object type and attribute mapping.
Before you go
Object type mapping settings
In the next step, you'll create the object mapping settings. Here are some settings specific to the CSV import type.
|Selector||The selector for the CSV import is not used. Use IQL to filter any data from the CSV file|