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</style><p><strong>In this guide we will cover:</strong></p><p><strong>- How to Import Asset Types using CSV/XLS/Spreadsheet Method</strong></p><p id="isPasted"><strong>- How to Import Assets using CSV/XLS/Spreadsheet Method</strong></p><p data-pasted="true"><strong>- Finding additional fields to Import</strong></p><p><strong>- Limiting Rows</strong></p><p><br></p><p><strong>Admin Guides:</strong></p><ul><li style="font-weight: bold;"><a data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/1340/" id="isPasted" target="_blank" rel="noopener noreferrer"><strong>Asset General Settings</strong></a></li></ul><p><strong><br></strong></p><p data-pasted="true"><span style="font-size: 14pt;"><strong>How to Import Asset Types using CSV/XLS/Spreadsheet Method</strong></span></p><p>This guide covers how to import Asset Types using an XLS Template. This spreadsheet is used for creating new, or updating existing Asset Types.</p><p><br></p><p data-pasted="true" style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;">Navigate to Configuration > Asset Management > General Setting. Head to the Imports section and set the "Unique identifier for Assets" and "Secondary Matching Field for Assets". The fields specified here will be used to match imported records to existing records, allowing existing Assets to be updated rather than duplicated. The Secondary Matching Field will be used to match records when no matches are found with the Unique Identifier.</p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><br></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNjNTdhNWU4LTdkOTktNDlkOS1hMzVmLWZjNDU0OWVmY2E2ZSJ9.cLS1_uUgot7HLBYFKrIKuoq9uAvgYgcY4DuNVosHom8" class="fr-fic fr-fil fr-dib" width="779" style="width: 781px; height: 560.526px;" height="561"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 1. Unique Identifier for Asset Types</strong></span></p><p><br></p><p data-pasted="true" style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;">Next you will need to configure your XLS file ready to be imported. Click the "Import Asset Types" button shown in Figure 1 to open the import screen. If open, close the File Explorer, and click "Download Samples" to download the XLS templates.</p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><br></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijc4MDIyMmY1LTJlNmItNDg5NS1iZDI0LWI0YzExNWU4ZDYyMSJ9.1LEjOY3fktFbAZbUp29T6LxxlGkFuk-IbsIZQhRIbik" width="1181" style="width: 1183px; height: 329.978px;" height="330" class="fr-fic fr-dii"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 2. Download Samples option</strong></span></p><p><br></p><p>This will download a folder called "importspreadsheetsweb".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImUxNTVhNTBjLTMyOTctNGExZi1iOGM5LWZmNzM0NzgyNjIyNyJ9.4YBiEEywgWngOIOsCZtiCPygGt_CBF-ZZHt9MZ17b4A" class="fr-fic fr-fil fr-dib" width="995" style="width: 997px; height: 256.55px;" height="257"></p><p data-pasted="true" style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><span style="box-sizing: inherit; font-size: 10pt;"><strong style="box-sizing: inherit; font-weight: 700;">Fig 3. Import Spreadsheets folder</strong></span></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><br style="box-sizing: inherit; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"></p><p data-pasted="true">Opening this folder will show the sub-folder "ExampleSpreadsheets" which when opened will show all available XLS templates.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjI2ZjE1MmM2LTgxNjktNGE4Ny1iNTEyLTk2YzhjOTAyY2Y3ZiJ9.JVntcTULKmfJRNb9BmuQ7m6Ntr8PEnZcod0nBd_xTtQ" class="fr-fic fr-fil fr-dib" width="989" style="width: 991px; height: 222.005px;" height="222"></p><p data-pasted="true" style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><span style="box-sizing: inherit; font-size: 10pt;"><strong style="box-sizing: inherit; font-weight: 700;">Fig 4. Example Spreadsheets</strong></span></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><br style="box-sizing: inherit; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"></p><p data-pasted="true">Within this folder locate and open the XLS file titled "Asset Types".</p><p><br></p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImFhYjY5YWFlLTNiY2QtNDQ3OC05MjRlLTA4NzU0NjlmZTIxMiJ9.uhDRg5nuR4qPn8t_UohivDzaUhTFrTflvd3hpju6lHc" class="fr-fic fr-fil fr-dib" width="989" style="width: 991px; height: 217.347px;" height="217"></strong></p><p data-pasted="true" style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><span style="box-sizing: inherit; font-size: 10pt;"><strong style="box-sizing: inherit; font-weight: 700;">Fig 5. Asset Types XLS template</strong></span></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><br style="box-sizing: inherit; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"></p><p data-pasted="true">Click into the "IMPORT DATA" sheet and, without changing the blue column headings, remove the example data.</p><p><br></p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjEyMjkyOTAyLWNhMTctNDNhMy04YzFjLTQ5MmYxMjZiMzM0NiJ9.pxJZUOrg6imHHvtA5gMoEubcc-JbHTDl4PSKk4JB6rM" class="fr-fic fr-fil fr-dib" width="745" style="width: 747px; height: 215px;" height="215"></strong></p><p data-pasted="true"><span style="box-sizing: inherit; font-size: 10pt;"><strong style="box-sizing: inherit; font-weight: 700;">Fig 6. Import Data sheet</strong></span></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><br style="box-sizing: inherit; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"></p><p data-pasted="true">You can now enter your Asset Type data in the relevant column. </p><p><br></p><p data-pasted="true"><span style="color: rgb(226, 80, 65);"><strong>Important! You must ensure the Unique identifier for your Assets is included in this file in order for existing records to be matched. If the unique identifier is not present a new record will be created for every Asset.</strong></span></p><p><br></p><p>Once you have entered all the Asset Type data, save your spreadsheet with an identifiable name.</p><p><br></p><p>In Halo, return to Configuration > Asset Management > General Settings, and click "Import Asset Types".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjIyYjg3ZWI3LWIzMGMtNDVlNy04MjVkLTgzZTYzNWVmYTE4MiJ9.mtGumajfy24JHt17ODeJY-U8TFG-j_Ui2BVzrckcghQ" class="fr-fic fr-fil fr-dib" width="804" style="width: 806px; height: 574.164px;" height="574"></p><p data-pasted="true" style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><span style="box-sizing: inherit; font-size: 10pt;"><strong style="box-sizing: inherit; font-weight: 700;">Fig 7. Import Asset Types button</strong></span></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><br style="box-sizing: inherit; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"></p><p data-pasted="true">If your File Explorer does not open automatically, click "Choose File".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjUwYjhiNjVkLTEwNTEtNDg5ZS1hMzJlLTQ2MjBkMzljZGI5MiJ9.Dq-Q0Jx3jrpTeapTOlMVJFLgjX8b7LLP-NpTQKQ7c-c" class="fr-fic fr-fil fr-dib" width="882" style="width: 884px; height: 257.437px;" height="257"></p><p data-pasted="true" style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><span style="box-sizing: inherit; font-size: 10pt;"><strong style="box-sizing: inherit; font-weight: 700;">Fig 8. Choosing a file</strong></span></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><br style="box-sizing: inherit; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"></p><p>Once you select your file, the data will show on the import screen. Check you are happy with the data, then select the rows you would like to import using the checkboxes, or select them all using the checkbox on the top left. Then click "Start" to run the import.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImE4YzNjNGNlLWJjYjgtNDYzNi1hYzlkLTA0NGZjNjc1NTdkYyJ9.Z5-PsToffbwvlURaJ4yEPESUvwrmxPVj2tMSnSziODs" class="fr-fic fr-fil fr-dib" width="1066" style="width: 1068px; height: 165.212px;" height="165"></p><p data-pasted="true" style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><span style="box-sizing: inherit; font-size: 10pt;"><strong style="box-sizing: inherit; font-weight: 700;">Fig 9. Importing values</strong></span></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><br style="box-sizing: inherit; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: left; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;"></p><p data-pasted="true">You will now see any new records in the Asset Types Module in Configuration.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQxODFhODJhLTJlZjctNGU2YS05MWY3LWY3YzI4ZTBhM2FiNyJ9.M9Pswv6DAzjL4exzEr-qr52T1PZZ4odkwaHo7EjzNVY" class="fr-fic fr-fil fr-dib" width="1048" style="width: 1050px; height: 510.88px;" height="511"></p><p data-pasted="true" style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><span style="box-sizing: inherit; font-size: 10pt;"><strong style="box-sizing: inherit; font-weight: 700;">Fig 10. Imported Asset Types</strong></span></p><p><br></p><p data-pasted="true"><span style="font-size: 14pt;"><strong>How to Import Assets using CSV/XLS/Spreadsheet Method</strong></span></p><p data-pasted="true">This guide covers how to import Assets using the XLS Template. This spreadsheet is used for importing new, and updating existing Assets.</p><p><br></p><p data-pasted="true" style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;">Navigate to Configuration > Tickets > General Setting. Head to the Imports section and set the "Unique identifier for Assets" and "Secondary Matching Field for Assets". The fields specified here will be used to match imported records to existing records, allowing existing Assets to be updated rather than duplicated. The Secondary Matching Field will be used to match records when no matches are found with the Unique Identifier.</p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><br></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImNmNTNmMmFlLTZhM2QtNGRhZC05MzVjLTEwMmMxMDJmZDRmYSJ9.N4GqXEyCR_U3WaN2K8L88uVRTSw6oYFWh6FYsj7RD54" class="fr-fic fr-fil fr-dib" width="698" style="width: 700px; height: 522.836px;" height="523"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 11. Import Assets button</strong></span></p><p><br></p><p data-pasted="true"><strong>When comparing data for Asset Matching remove blank spaces and hyphen characters setting</strong> - If trying to match on an asset using i.e. the serial number, if there are any spaces or hyphens in the inputs, these will be disregarded during the matching process.</p><p><strong>Turn off automatic creation of users from an Asset import setting</strong> - If there are import rows with users attached, that do not exist in Halo, the default behaviour is to create this user under the client and site specified on the import. Checking this setting on will stop the user being created and will import the asset under the client and site specified on the row.</p><p><br></p><p data-pasted="true" style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;">Next you will need to configure your XLS file ready to be imported. Click the "Import Assets" button shown in Figure 1 to open the import screen. If open, close the File explorer, and click "Download Samples" to download the XLS templates.</p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><br></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijc4MDIyMmY1LTJlNmItNDg5NS1iZDI0LWI0YzExNWU4ZDYyMSJ9.1LEjOY3fktFbAZbUp29T6LxxlGkFuk-IbsIZQhRIbik" class="fr-fic fr-fil fr-dib" width="1181" style="width: 1183px; height: 329.978px;" height="330"></p><p><strong><span style="font-size: 10pt;">Fig 12. Download Samples button</span></strong></p><p><br></p><p data-pasted="true">This will download a folder called "importspreadsheetsweb".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImMxZWNjYTMwLWYxMDYtNGYyMC1iYjYwLWNjZDY1NWExMDJlZiJ9.4Z-i1HMf6ePCfu9drdOcRLwDKfHB004u0ASDfpljUho" class="fr-fic fr-fil fr-dib" width="1064" style="width: 1066px; height: 274.305px;" height="274"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 13. Import Spreadsheets folder</strong></span></p><p><br></p><p>Opening this folder will show the sub-folder "ExampleSpreasheets" which when opened will show all available XLS templates.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijg2ZGJlNjNmLTI3ZmQtNDliMy05MDhhLTJlMzg2NmFjZGRjNSJ9.0ty52piA9-9sHY1Vdqmk1E4xs_coOquoQ-caq3Pqeno" class="fr-fic fr-fil fr-dib" width="1085" style="width: 1087px; height: 243.511px;" height="244"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 14. Example Spreadsheets</strong></span></p><p><br></p><p>Within this folder locate and open the XLS file titled "Assets".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImUwYmYzZmMxLTAyZGEtNGRmYi1hNjI1LTY5Yzk4NjJkODQ4MSJ9.6jfvK8mBwdmttjfUY6CvOABDeRlN1SsnIvNq8c5D9YY" class="fr-fic fr-fil fr-dib" width="1088" style="width: 1090px; height: 217.091px;" height="217"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 15. Assets XLS template</strong></span></p><p><br></p><p data-pasted="true">Click into the "IMPORT DATA" sheet and, without changing the blue column headings, remove the example data.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjMxNTAxMzBlLTg0ZjMtNDI1Ni1iYjY3LWU2OTgxM2IwN2M2NiJ9.zYzQhHcJwRu4hLiBdGBcURDdwp0Pf_PboMBf4e3xhKc" class="fr-fic fr-fil fr-dib" width="1130" style="width: 1132px; height: 193.905px;" height="194"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 16. Import Data sheet</strong></span></p><p><br></p><p data-pasted="true">You can now enter your Asset data in the relevant columns. </p><p><br></p><p><span style="color: rgb(226, 80, 65);"><strong>Important! You must ensure the Unique identifier for your Assets is included in this file in order for existing records to be matched. If the unique identifier is not present a new record will be created for ever Asset.</strong></span></p><p><br></p><p>For the import to sync correctly, the Customer Name, Site, and Device Type (Asset Type) must already exist within Halo. These first three columns <strong>must </strong>be filled in, the other columns are not mandatory.</p><p> </p><p>You can then fill in any notes relating to the Asset, SLA's, warranty, supplier etc. The SLA, priority and Supplier chosen will also need to exist within Halo or this information will not be pulled in.</p><p><br></p><p data-pasted="true">Once you have entered all the Asset data, save your spreadsheet with an identifiable name.</p><p><br></p><p>In Halo, return to Configuration > Assets > General Settings, and click "Import Assets".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjhkNGQ4ODY5LTZjODktNGU2Ny05YjNhLTQxZmY4ZDNmYTE2ZCJ9.Gk0G9ZwCZkaN1SNnfFrhEb9pIQOX5E1H0L3RLVXaD3c" class="fr-fic fr-fil fr-dib" width="919" style="width: 921px; height: 598.062px;" height="598"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 17. Import Assets button</strong></span></p><p><br></p><p data-pasted="true">If your File Explorer does not open automatically, click "Choose File".</p><p><br></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjdmYTZjNzU4LThhYWYtNGQxNC04NmNmLWJlOTNhMmZhYjZjMiJ9.VTPfkWb2rKRbWHSxlSMx3pjrNVGOjJwrLj45f6GSOYA" class="fr-fic fr-fil fr-dib" width="929" style="width: 931px; height: 271.124px;" height="271"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 18. Choosing a file</strong></span></p><p><br></p><p data-pasted="true">Once you select your file, the data will show on the import screen. Check you are happy with the data, then select the rows you would like to import using the checkboxes, or select them all using the checkbox on the top left. Then click "Start" to run the import.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjM3MjBmZjk2LWQzYjMtNGYyNS05NGVmLWM0NDg1ZWVhNzI2NSJ9.ilOIGhlSn5_rzeHxvfR13yO47fNGcKtGMdoZDleRNG8" class="fr-fic fr-fil fr-dib" width="1105" style="width: 1107px; height: 187.795px;" height="188"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 19. Importing values</strong></span></p><p><br></p><p>Within Halo, you should now be able to see the Asset you've imported with all of the relevant fields.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjI2MDhlYTA5LTE5MzctNGY4MC1hMDY2LTA3OWQyODM4MTJiYiJ9.AdFfvWl2zP0fwU-sllR-XqrTpnEdMzp-hV_YJXNAC2c" class="fr-fic fr-fil fr-dib" width="1085" style="width: 1087px; height: 412.002px;" height="412"></p><p><strong><span style="font-size: 10pt;">Fig 20. Imported Asset </span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Finding additional fields to Import</span></strong></p><p><strong><span style="font-size: 12pt;">Asset fields</span></strong><span style="font-size: 12pt;"><u><br></u></span></p><p>To import specific <a href="https://usehalo.com/haloitsm/guides/1785" target="_blank" rel="noopener noreferrer">Asset Fields</a> to your spreadsheet, you will need to add columns with the Asset Field name to import, prefixed with "AF" as the Column Header. For example, "AFAccount Number".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjE5ZjIzM2ZkLTFjNGMtNDRiOC1iOGFjLWJlZTNlY2M4MDI4MCJ9.6dFmsa4hwm5aWoPASNc26wLAzdAsq7CClHdoxu-FhKY" class="fr-fic fr-fil fr-dib" width="1127" style="width: 1129px; height: 94.6946px;" height="95"></p><p><strong><span style="font-size: 10pt;">Fig 21. Asset Field on spreadsheet</span></strong></p><p><br></p><p><strong><span style="font-size: 12pt;">Custom Fields</span></strong></p><p>Similarly to Asset fields, <a href="https://usehalo.com/haloitsm/guides/1938" target="_blank" rel="noopener noreferrer">Custom Fields</a> can be imported via the Spreadsheet. To do this add the Custom Field name to import, prefixed with "CF" as the Column Header. For example, "CFAssetExtraDetails" (As custom fields do not contain spaces):</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImU2YjcwMjczLTM1Y2UtNDI5MC1iY2I2LWZmYTEwZTQ5NzAzYSJ9.Jr4mFch9AO-Mg5PIPLCcXp594_Q61lx0NLqyEPxzLCQ" class="fr-fic fr-fil fr-dib" width="1125" style="width: 1127px; height: 95.2394px;" height="95"></p><p data-pasted="true"><strong><span style="font-size: 10pt;">Fig 22.</span></strong><strong><span style="font-size: 10pt;"> Custom Field on spreadsheet</span></strong></p><p><br></p><p><span style="font-size: 12pt;"><strong>System Fields</strong></span></p><p data-pasted="true">If there is a particular field you would like to populate upon import you can add this to the spreadsheet. To find the correct header name for this field you will need the JSON name of the field. To find this, simply append "&showfieldnames=true" on your URL. This will display your instance with the JSON field names in braces (curly brackets) above the field. </p><p><br></p><p><strong><em>Note: This method may not work for all fields. If you are unable to import to a certain field in Halo please contact Support for assistance. </em></strong></p><p><br></p><p><strong><em>Note: Appending this on your URL may redirect you to the main Asset Area. Simply click into a record to view the field names.</em></strong></p><p><br></p><p data-pasted="true">In the below example I am looking to set the "Business Owner" for my Asset.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjNhY2M3NTJlLTIxN2MtNGEzYy1hMTAyLTk4MmIzZjUyMWFiYSJ9.CWkTIVJ121OHgMS4SrPur3kahWipUkw5IwAQC5118zI" class="fr-fic fr-fil fr-dib" width="1062" style="width: 1064px; height: 358.697px;" height="359"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 23. JSON field name </strong></span></p><p><br></p><p data-pasted="true">Copy the value between the brackets and paste this as a column header. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImNiMTJiMzg5LTY4NGUtNGFmNS04Yzc3LTVmMTE1NzQ5NWIwNCJ9.Dve7CvOdZXk6UxxMSJz2iogj6vN7DDaimqOcUzV5k50" class="fr-fic fr-fil fr-dib" width="1382" style="width: 1384px; height: 90.57px;" height="91"></p><p><strong><span style="font-size: 10pt;">Fig 24. </span></strong><strong><span style="font-size: 10pt;">Adding the Business Owner field to the import spreadsheet </span></strong></p><p data-pasted="true"><br></p><p data-pasted="true">Run the import as normal, and the field will update to the specified value.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjAxNjM5ODdmLWQyOGItNGEyNC1hYTYwLWY1MDc0M2YzYWNiYyJ9.vytQusS7X7mYXwqI4QwRgvRCdHcHwdN7A_BJ5FcynMo" class="fr-fic fr-fil fr-dib" width="1107" style="width: 1109px; height: 432.744px;" height="433"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 25. Imported Business Owner field</strong></span></p><p><br></p><p data-pasted="true"><span style="font-size: 12pt;"><strong>Alternative method for finding Fields and Field Values</strong></span></p><p>If using the JSON name does not successfully import the values to the field, or if you need to know the format for the value you are importing into a field, you can use the Developer Console to find the correct header name. First locate the field in Halo, before editing the field you will need to open the Developer Console which can be accessed by clicking function (fn) and f12. Now edit the field, setting the value to the value you would like to import, and view the changes in the Network tab of the Developer Console. </p><p><br></p><p>In the below example I am looking to set the "Status" for my Asset.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImNiMzgxOTI5LTY4YzctNDVmOS05YTQwLTQxYzMwMjNhYTMwNCJ9.FtG90vDjl_2ly00r7qLv3sLbJGCkkPL_3uB7BZaTtQ4" class="fr-fic fr-fil fr-dib" width="1138" style="width: 1140px; height: 497.5px;" height="498"></p><p><span style="font-size: 10pt;"><strong>Fig 26. Network tab</strong></span></p><p><br></p><p>When I click "Save" additional entries will show. Select the entry with the entity name, in this case "Asset", as this is the entity being updated. Click the "Payload" tab and expand the section.</p><p><br></p><p><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjkxOGNmNzJkLWYxOWMtNDhkNi04YzI5LWRmODkyNWI0ZDAyNyJ9.m-1LIMrP5_LAEODkhhvc3nJgt7HcnNCHPktwmvFWbKM" class="fr-fic fr-fil fr-dib" width="1182" style="width: 1184px; height: 357.999px;" height="358"></strong><span style="font-size: 10pt;"><strong>Fig 27. Payload from editing the Status field</strong></span></p><p><br></p><p>Extract the name of the field that has changed. This will be the column header in your spreadsheet.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjUzYTlhMzcwLTA2OTQtNGViMS05ODE1LWIxZWU3NzlhOWM0YSJ9.kluFVJ-1nyZTwRKTIZETTeBgILWzV-7c889gH0llzKI" class="fr-fic fr-fil fr-dib" width="669" height="196"></p><p><span style="font-size: 10pt;"><strong>Fig 28. Status in the Dev Tools </strong></span></p><p><br></p><p>To work out the value you need to enter under this column, look for the value shown in the payload after the field name.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjBjYTVjNjRmLWU5YzMtNGRmZS05YjY4LWM5YmFjMWY0OGM2MyJ9.HnhFX4FDJYn6BmM0vsvyB5TXKqrfPU71AxLni--hs0U" class="fr-fic fr-fil fr-dib" width="669" height="196"></p><p><span style="font-size: 10pt;"><strong>Fig 29. Status set to "Active" in the Dev Tools </strong></span></p><p><br></p><p>Add the field name as a new column header on your spreadsheet, and fill in the values accordingly.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjczYzUxNDk5LWM5NDgtNGY1ZC05MTgwLTc1MmQwOWQ3ZGY4NyJ9.j11ndInL1sDzAj0EOYET3tlXO7t11Lze0Hy_IumSfMY" class="fr-fic fr-fil fr-dib" width="1093" style="width: 1095px; height: 57.9776px;" height="58"></p><p><span style="font-size: 10pt;"><strong>Fig 30. Adding the Status field to the spreadsheet</strong></span></p><p><br></p><p>Run the import as normal, and the field will update to the specified value.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjE5MmZiNDAzLWJhZjUtNDY2Yy1iNjI4LTExOGY1ZWQyYzM5ZiJ9.DKQkSvqGM9yVE8Wb4X0Xc0fQLUcNH5Ut4TDng2xq3I4" class="fr-fic fr-fil fr-dib" width="858" style="width: 860px; height: 402.343px;" height="402"></p><p><span style="font-size: 10pt;"><strong>Fig 31. Imported Status </strong></span></p><p><br></p><p><strong id="isPasted"><span style="font-size: 14pt;">Limiting Rows</span></strong></p><p>The number of rows to import can be limited within Configuration > Advanced Settings. This will be set to "0" by default, which sets no limit. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImY2NDIwZDFkLTMzYWQtNGE4Yy05ODMxLTkzYjgwMWU0MGYwNiJ9.QHVOMa36kRn-wAQhm8Z4dBV38JXMQiusu4aSSd0ahiE" class="fr-fic fr-fil fr-dib" width="372" height="86"></p><p><strong><span style="font-size: 10pt;">Fig 32. Limiting row numbers</span></strong></p><p><br></p><p>Setting this to 1 as above will only import 1 row. When trying to import more than that, only the allowed amount will be imported as below.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjkyNGM3NTIzLTQ3ZTEtNDNkOS1iMjZlLTNjYWI1ZjI2NzUxMiJ9.m8t826favCMTE_7IquyrnjSBhmPj7hsEEbeZnLnLoMk" class="fr-fic fr-fil fr-dib" width="1110" style="width: 1112px; height: 166.078px;" height="166"></p><p><strong><span style="font-size: 10pt;">Fig 33. Importing only one row out of two</span></strong></p><p><br></p>
