Importing Data

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Introduction

Import information from existing spreadsheets directly into HUDU to get a jump start on your documentation!

As an admin, you can begin importing data by navigating to Admin >> Import.

 

Notice before importing!

Importing into HUDU is simple and quick, but be careful and cautious. Files must:

  • end in .csv;
  • be less than 1 GB in total file size;
  • follow template files EXACTLY;
  • have dates that are in YYYY-MM-DD. You can do this easily in Excel by using the 'Format Cell' tool.
  • Make sure to save as CSV UTF-8 (Comma-delineated) (.csv) if opening in Microsoft Excel to prevent accented characters from being imported improperly

Guides

HUDU comes pre-built with some generic import templates to help get you started on your migration journey; but will also generate import templates based on the custom asset layouts that you create.

 

Importing Data

Download a template file and adjust your data to fit. Follow it exactly.

Generic templates can be utilized for importing items such as CompaniesKB Articles, Passwords, and a Blank Asset Layout is also given; used for creating a new asset layout.

To generate your own import templates for your data; you'll need to create asset layouts.

Asset layouts created will generate a new import template; based on the name and fields that you give the asset layout. The fields chosen for your asset layout, will then become the column headers of your custom import template.

** Company_name and name fields will be present for all created import templates.

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Visit our Assets Layouts article for additional information!

Rolling Back an Import

You can rollback imports, but be VERY careful, as this will remove any pre-existing records.

For example, if you roll back a company's import, and there were companies that were previously matched on name; these companies will be deleted, even if they existed before the import.

There is no way to undo a rollback or any deletions that occur from it. Proceed with caution, and if you have questions, please reach out for help!

Useful Tips

Folder ID

What is the folder_id column for my password import?

  • Folder_id is the unique identifier provided to each individual password folder. If you'd like imported passwords to be placed into a password folder upon being brought in, you'll need to identify which folder by its' Folder ID.
  • To obtain the folder_id for a particular password folder; navigate to your HUDU admin >> password folders tab. The left ID column will provide the value for this import field.
  • Folder_id will act in place of folder name; do not provide folder name during password import.

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