When you have hundreds to thousands of entities to add or update, you can use the bulk CSV import and export process. For new entities, you'll start by exporting a CSV file to use as a template, add the new entities to the file, and import the updated CSV file. The process for updating existing entities is similar—export a CSV file of the entities, make the necessary updates, and import the updated CSV file. If you only need to add a few entities this can be completed from the Create Entity option available from the Company Settings Entities view.
Topics include:
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You must be assigned to the Company Settings Administrator role.
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Before you begin to add entities, verify an Entity Type exists for the entities being added.
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An Entity is created for each asset or person.
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An Entity is created for each hand hygiene dispenser unit (static asset) for use within the Hand Hygiene app.
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Entities can also be added and managed from the Kio Apps by users assigned to an app's Administrator role.
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Entities can only be deleted from Company Settings.
You can add up to 5000 entities at once using the Company Settings CSV export and import features.
Important
For asset entities shared with Asset Tracker, the bulk import and export must be completed from the Asset Tracker and not Company Settings.
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From your Kio Cloud Launchpad, select Company Settings.
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From the Entity Management menu, select Entities.
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Filter the view by the types of entities being added. From the Entities list view, locate the Entity Type column > set the Filter to the Entity Type(s) to be added.
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Select EXPORT CSV.
Be sure to review the section Important guidelines when using third-party apps to update a CSV file.
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From the exported CSV file, add the entities.
Each new entity (row entry) will be imported and added in the last step.
The Entity ID and Type (Entity Type) values are required.
Each Entity ID must be unique; duplicates are now allowed.
Do not delete any of the columns. If you don't know a column value, you can leave it blank and update after the import.
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When all entities have been added to the file, save as a CSV file.
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From the Entities list view, select IMPORT CSV > select the CSV file.
You can update the settings of multiple entities at once using the Company Settings CSV export and import features. This bulk edit process does not support deleting existing entities, which can only be completed from the Entities view within Company Settings. If you need to delete a large quantity of entities, submit a support request.
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From your Kio Cloud Launchpad, select Company Settings.
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From the Entity Management menu, select Entities.
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Filter the view by the types of entities being added. From the Entities list view, locate the Entity Type column > set the Filter to the Entity Type(s) to be added.
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Select EXPORT CSV.
Be sure to review the section Important guidelines when using third-party apps to update a CSV file.
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From the CSV file, update the entities settings.
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When all updates required are complete, save as a CSV.
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From the Entities list view, select IMPORT CSV > select the CSV file.
When using common third-party apps, these apps may attempt to identify the CSV file's data types in each column and format the numbers. However, automatic detection can sometimes interpret large numbers as a scientific notation, which results in compatibility issues when importing a CSV file.
Be sure to follow the following guidelines when using a third-party app to update the file's values. Once updates are complete, save the file as a CSV file for import.
Open Excel > create a new blank workbook. > From the toolbar, select the Data tab > from the Get External Data section, select From Text/CSV > Locate and select the exported CSV file > click Import.
For all columns, verify they are all set to the type of Text; do not select General or any other format. By specifying the columns as a text format, Excel preserves the original data format.
Create a new spreadsheet > go to File > Import > select the CSV file > uncheck the box next to Convert text to number, dates, and formulas > click Import data.