Hey, guess what??

You can import data from IT Glue into ITBOOST!

Isn't that the best news you've heard all day?

Well, if not . . . you being on this page is the best new's WE'VE heard all day!

It's not too tough to do. We'll show you how.

First, let's click on the gear-shaped Toolkit icon at the top of your Main Dashboard.

Next, let's click Import Data.

One we're on that page, click the Add New button at the bottom.

Now, you're given three options: Upload File, Import Data and Cancel.

Click the Upload File button and select the zip file that contains your IT Glue data. FUN FACT: All CSVs files should be compressed into a ZIP file before attempting to upload to ITBOOST.

Once the file is uploaded, ITBOOST will process and check the file format.

If the file is unsupported, a file format message will appear. But if it's good, you'll see a screen similar to the one below, with the following columns:

  • IMPORT DOCUMENT(S)
  • SKIP DOCUMENT(S)
  • DUPLICATE DOCUMENT(S)
  • UPDATE DOCUMENT

Along with Knowledge Base (Selected will be allocated to Global Knowledge Base)

Now, just make your desired selections, and click the IMPORT DATA button.

And just like that, the import has begun! You can check on its status on the Import Data page as you like. You can even click on specific to see details!

But, wait a minute -- what about all those options? Which ones should you pick?

Well, let's take a look at them:

IMPORT DOCUMENT(S)

Here, you can check or un-check items to import. So, if you un-check Passwords and Locations, then -- guess what? -- yep, they won't be imported!

SKIP DOCUMENT(S)

Select this option if you already have a document with the same name as an already-imported document. The system will skip it as a duplicate document.


DUPLICATE DOCUMENT(S)

However, if you happen to have a document entitled the same as another separate document but its contents are different -- and you wish BOTH to be imported into ITBOOST, select this option.

UPDATE DOCUMENT(S)

Selecting this option will tell ITBOOST to update already-existing documents with the same names. If the document does not already exist in ITBOOST, a new document will be created.
 

Knowledge Base (Selected will be allocated to Global Knowledge Base)

At the bottom of the window, you'll find the Knowledge Base (Selected will be allocated to Global Knowledge Base) option. 

Checking one of more companies' check boxes under this option will move their Knowledge base articles to your Global Knowledgebase, rather than under their respective Company Knowledgebase section. Of course, if this is not checked, then the reverse will happen.

Import Status

As mentioned before, once all the options have been made, click the Import Data button to begin your import. Then the status of your import will display.

You'll see a table with the following columns:

  • Name (Import Zip file name)
  • Status (Current status of import file: In Queue, In Progress, Completed, Canceling, Canceled)
  • Import Date (Date file was imported)
  • Import User (User who imported the file)
  • Actions (Cancel import at any stage)

By clicking on any of the imported ZIP files, you can see a detailed view of record level details with the status of each CSV file: In Queue, In Progress or Completed.

You'll also see the following columns:

  • Total records (Shows the total number of records in CSV file)
  • Created records (Shows the number of records created in ITBOOST)
  • Updated Records (Shows the number of records updated in ITBOOST)
  • Skipped Records (Shows the number of records skipped from CSV file)

Custom Templates Details

If you'd like to see the record level status of custom templates, click the Custom Template option from the Import Status page.
FUN FACT: Custom Template text will be clickable after 100% imported and in Completed status.

Now, a popup will appear with details of all custom templates imported.


Import Cancellation

If necessary, you can cancel any of the ZIP file imports simply by clicking the Cancel button under the Actions column. This is helpful in case the import gets locked-up, or you accidentally uploaded a ZIP file with incorrect CSVs/data.

Clicking the Cancel (red X icon) button will shift the status to Canceling and, after a short time, the file will be canceled, and the status will be changed to Canceled.

Note: Please note the following points:

  • If cancel button is pressed while CSV status is In Progress, status of file will be changed to Canceling and then Canceled once that In Progress status went to Completed.
  • User can upload/import a new file while status is Canceling.
  • If user cancels an import and wants to import data from start again, user can purge all data and start new import.
  • On import cancellation, only the items with In Queue status will be canceled. Items with Completed status will not affect and their data will persist in ITBOOST

Import Data Verification

User can see the imported data in ITBoost once any of the CSV’s shows 100% and status as Completed. Data can be validated and compared with the CSV file after import.

How Custom Templates will be Imported

Every fields of your custom templates will be imported with a text box. You have the ability to change the field type to whatever other field you wish after the import. 

. . . wiiiiiiith a few small exceptions:

1. It can’t be changed to Images or Switch types

2. Also, the following types cannot be converted to any other or new types:

  • radio
  • checkbox
  • iFrame
  • editor
  • image
  • switch
  • multiselect
  • dropdown

3. Finally, if there's any incompatible data detected, it will be discarded.  

Invalid formats

The only type of file you can import is a ZIP file. 

If you upload a ZIP file containing a CSV file with invalid fields, a custom template will be created with the name of the file, and all the headings of the CSV under that ZIP file will display as custom template fields within a text box. 

CSV Format

All CSV files contained within your ZIP file should have specific headings for accurate fields mapping in ITBOOST. For your convenience, we've created sample CSV files for you to review.

Knowledge Base format

A CSV file with the name document.csv contains heading IDs, organization (or company) name, documents name, owner, publisher, locator (an address which locates the path of an HTML file present within the Documents folder), and public (yes/no - public or not). 

This file has a document locator stored in a separate folder named Documents within the ZIP file: 

Documents(folder) > Locator folder (a sub folder with the title of the locator ID and document name) > document name.html (html file with the title of document name).

If the document contains images, they will be stored in a separate folder:

Documents (folder) > Locator folder (a sub folder with the title of the locator ID and document name - contains images path folder and HTML file) > (folder named path of image)> (folder with docs name) > (folder Document ID name> (folder with images name > images 

Attachments

ZIP files contain a folder named attachments in which to store all attachments linked with company assets.

All attachments are found here: 

attachments > asset name (contact, configuration, location, etc.) > ID (Record ID attached to file) > Files

Linked items

Only passwords will have linked items. 

Within the password’s CSV file, there will be two fields - one named resource_type (contains the type of record to which the item is linked, such as "configuration") and resource_id (contains the ID of record to which the password is linked). These two fields will be linked with passwords.


So, there ya go. 

Any other questions? See that talk bubble in the lower-right corner? Click that and give us a shout.

Need some more help? Click here to head back to the knowledgebase for some more handy-dandy tips.

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