Changes for page Import von CSV-Dateien

Last modified by Sabrina V. on 2025/11/25 08:26

From version 2.1
edited by Sabrina V.
on 2025/02/27 11:02
Change comment: There is no comment for this version
To version 4.1
edited by Sabrina V.
on 2025/11/25 08:26
Change comment: There is no comment for this version

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17 17  )))|(% style="width:590px" %)(((
18 18  Import a CSV file to inventory continuing assets and goods in the ACMP Console (for example, when a larger quantity of new hardware has been ordered and is to be added to the system).
19 19  )))|(% style="width:749px" %)(((
20 -* In Asset Management, there are additional settings that you need to configure under //System// > //Settings// > //Asset// //Management// > //Import//. Here you determine how you want to deal with the automatic processing of [[asset duplicates>>doc:ACMP.67.ACMP-Solutions.Asset Management.Assets verwalten.WebHome||anchor="HAssetsbearbeiten2ClF6schenundduplizieren"]].
20 +* In Asset Management, there are additional settings that you need to configure under //System// > //Settings// > //Asset// //Management// > //Import//. Here you determine how you want to deal with the automatic processing of [[asset duplicates>>doc:ACMP.69.ACMP-Solutions.Asset Management.Assets verwalten.WebHome||anchor="HAssetsbearbeiten2ClF6schenundduplizieren"]].
21 21  * During the mapping (second step of the import of a CSV file), only available fields of the //Asset Management //type are taken into account.
22 22  )))
23 23  |(% style="width:354px" %)**Licence Management**|In Licence Management, you may also need to import a CSV file if:|(% style="width:749px" %)
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25 25  Licences
26 26  
27 27  (//Licence Management //> //Licences//)
28 -)))|(% style="width:590px" %)- New licenses are to be installed and information on the [[licence metrik>>doc:ACMP.67.ACMP-Solutions.Lizenzmanagement.Lizenzen.WebHome||anchor="HLizenzenhinzufFCgen"]] and [[calculation method>>doc:ACMP.67.ACMP-Solutions.Lizenzmanagement.Lizenzen.Lizenzen und Produkte in ACMP importieren.WebHome||anchor="HKalkulationsmethode"]] can already be entered in the file.|(% style="width:749px" %)(((
28 +)))|(% style="width:590px" %)- New licenses are to be installed and information on the [[licence metrik>>doc:ACMP.69.ACMP-Solutions.Lizenzmanagement.Lizenzen.WebHome||anchor="HLizenzenhinzufFCgen"]] and [[calculation method>>doc:ACMP.69.ACMP-Solutions.Lizenzmanagement.Lizenzen.Lizenzen und Produkte in ACMP importieren.WebHome||anchor="HKalkulationsmethode"]] can already be entered in the file.|(% style="width:749px" %)(((
29 29  * The license name is mandatory when importing licenses.
30 -* Specify the appropriate value for determining the [[calculation method>>doc:ACMP.67.ACMP-Solutions.Lizenzmanagement.Lizenzen.Lizenzen und Produkte in ACMP importieren.WebHome||anchor="HKalkulationsmethode"]] in the file so that it can be assigned to the correct attributes.
30 +* Specify the appropriate value for determining the [[calculation method>>doc:ACMP.69.ACMP-Solutions.Lizenzmanagement.Lizenzen.Lizenzen und Produkte in ACMP importieren.WebHome||anchor="HKalkulationsmethode"]] in the file so that it can be assigned to the correct attributes.
31 31  )))
32 32  |(% style="width:354px" %)(((
33 33  Products
34 34  
35 35  (//Licence Management //> //Products//)
36 -)))|(% style="width:590px" %)- A larger quantity of new products is to be entered into the ACMP Console. The [[calculation method>>doc:ACMP.67.ACMP-Solutions.Lizenzmanagement.Lizenzen.Lizenzen und Produkte in ACMP importieren.WebHome||anchor="HKalkulationsmethode"]] can be stored within the import.|(% style="width:749px" %)(((
36 +)))|(% style="width:590px" %)- A larger quantity of new products is to be entered into the ACMP Console. The [[calculation method>>doc:ACMP.69.ACMP-Solutions.Lizenzmanagement.Lizenzen.Lizenzen und Produkte in ACMP importieren.WebHome||anchor="HKalkulationsmethode"]] can be stored within the import.|(% style="width:749px" %)(((
37 37  * When importing products, you must enter the product name in the mandatory field.
38 -* Specify the appropriate value for determining the [[calculation method>>doc:ACMP.67.ACMP-Solutions.Lizenzmanagement.Lizenzen.Lizenzen und Produkte in ACMP importieren.WebHome||anchor="HKalkulationsmethode"]] in the file so that it can be assigned to the correct attributes.
38 +* Specify the appropriate value for determining the [[calculation method>>doc:ACMP.69.ACMP-Solutions.Lizenzmanagement.Lizenzen.Lizenzen und Produkte in ACMP importieren.WebHome||anchor="HKalkulationsmethode"]] in the file so that it can be assigned to the correct attributes.
39 39  )))
40 40  |(% style="width:354px" %)(((
41 41  **Manual Clients**
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50 50  
51 51  (Ribbon bar //Master Data //> //Kontakte//)
52 52  )))|A larger quantity of new employees is to be stored in the ACMP Console. If, for example, you have a new contractual partner or close new collaborations with other companies (or their employees/contact persons), manually entering all new contacts can otherwise be time-consuming.|(% style="width:749px" %)(((
53 -* The unique identifier that you have stored in the settings under //[[Unique identifier for contact support>>doc:ACMP.67.ACMP-Solutions.System.Einstellungen.Stammdaten.WebHome||anchor="HKontakte"]] //(the email or custom ID) must be stored in the CSV file.
53 +* The unique identifier that you have stored in the settings under //[[Unique identifier for contact support>>doc:ACMP.69.ACMP-Solutions.System.Einstellungen.Stammdaten.WebHome||anchor="HKontakte"]] //(the email or custom ID) must be stored in the CSV file.
54 54  
55 55  
56 56  )))
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93 93  == General notes ==
94 94  
95 95  * A double field assignment will cause an error. Make sure that you do not assign the same caption to a field within the mapping.
96 -* The identification characteristic that you have defined in the settings for [[Asset Management>>url:https://doc.aagon.com/bin/view/ACMP/67/ACMP-Solutions/System/Einstellungen/Asset%20Management/]] must be available for mapping. Otherwise, the import will also cause an error here.
96 +* The identification characteristic that you have defined in the settings for [[Asset Management>>doc:ACMP.69.ACMP-Solutions.Asset Management.WebHome]] must be available for mapping. Otherwise, the import will also cause an error here.
97 97  * The categories //contacts//, //locations//, //companies//, //departments// and //cost centres//, which are specified when importing Assets but are not available in ACMP, are automatically created as available values. If you need more dates than you can specify in the mapping, import the respective entity beforehand.
98 98  
99 99  = Structure of the import file and CSV datasets =
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137 137  
138 138  After you have selected a CSV file in the file browser, it is read in and displayed in the wizard. In this example, manual Clients are imported.
139 139  
140 -The column headings from the CSV file are displayed in the top rows. To display the manual Clients for each column, select the field in ACMP that you want to assign to the respective column. Please note the respective specifics for the [[individual imports>>doc:||anchor="HAnwendungsbereiche"]] so that the import can run successfully.
140 +The column headings from the CSV file are displayed in the top rows. To display the manual Clients for each column, select the field in ACMP that you want to assign to the respective column. Please note the respective specifics for the [[individual imports>>doc:||anchor="HAreasofapplication"]] so that the import can run successfully.
141 141  
142 142  If you have already created and saved mappings in the past, you can use them here. This option offers you faster access to previously created mappings that you want to reuse as templates and have saved. To do this, use the //Load Mapping// ([[image:1731313703025-142.png]]), //Save// ([[image:1731313703026-981.png]]) or //Reset //([[image:1731313703026-197.png]]) functions. The mappings use the .lmp format.
143 143  
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