Bulk Data Imports
5 min
Bulk data can be imported in both Open Source and In Cloud/Docker, but the range of methods differs slightly, see below for what your version can do
Essential Cloud and Essential Docker give a number of options for importing data into Essential:
-
APIs – leverage the Restbases APIs we have for bi-directional integrations with Essential and other systems, such as CMDBs.
The API specification is here and documentation on how to use them is here -
Import Utility – used to import excel spreadsheets into Essential Cloud
-
Select the Import Utility, you will be logged in automatically
-
The import utility allows you to use pre-defined Essential spreadsheets and imports specifications or create your own import
-
-
XML Import – used to send data into Essential via the XML service, again you can leverage this for integrations with other systems
-
Data Import – used to apply a data update pack (DUP), usually produced via the Import Utility
-
Ensure you are in the correct repository, shown in the bottom left hand corner
-
Select the DUP you want to import and click apply.
-
The updates will be added directly to the repository so it is advisable to test this first in one of the repositories that is not your production version and take a snapshot prior to applying the updates
-
-
Protégé Import – used to import an existing Protégé project into Essential (useful of you are migrating from Open Source)
-
Ensure you are in the correct repository, shown in the bottom left hand corner
-
Select the project you want to import, it needs to be the zip file of pprj, pins and pons files
-
Templates carry information about the repository, for example form layouts. You can choose to bring these in with the repository
-
You can choose to bring the template from an existing repository or choose a pre-defined template and whether you want to use the labels from the template or the protégé project
-
Essential Open Source gives access to the following options for importing data into Essential:
-
Import Utility – used to import excel spreadsheets into Essential Open Source
-
Sign in to your Import Utility
-
The import utility allows you to use pre-defined Essential spreadsheets and imports specifications or create your own import
-
-
XML Import – used to send data into Essential via the XML service, you can leverage this for integrations with other systems
-
Data Import – used to apply a data update pack (DUP), usually produced via the Import Utility
-
Select the Essential Update tab
-
Select the DUP you want to import and click apply.
-
The updates will be added directly to the repository so it is advisable to test this first
-
Updated 31 October 2023