Software Asset CSV Upload Help

[Katie Anderson-Weaver]

I'm trying to create a CSV file to upload our software assets and we want to populate the ownedBy field. This field is a lookup field and I'm struggling to get it to populate from the CSV. file. Is that actually possible or am I going to have to go through and manually add the user who is the owner?

Any advice would be great, I'm teaching myself how to use CSV files for the first time so I'm really new to all this

Thanks

Katie

[samwoo]

See this post:

Someone asked a similar question a little while ago - maybe now Hornbill might have an answer of some sort

@Victor - might you know?

[Victor]

@Katie Anderson-Weaver try this for "ownedBy" value: <first_name> <last_name> (<id>)

For example, if the user name is John, last name Doe and his ID is jd then the value for "ownedBy" would be: John Doe (jd)

[Katie Anderson-Weaver]

I'll give it a go and let you know, thank you

[Katie Anderson-Weaver]

@Victor it didn't work I'm afraid. When I upload the file it doesn't even register it as being unsuccessful - it says the upload is successful however doesn't populate the field. 

[Victor]

@Katie Anderson-Weaver ok, I'll have a look....

[Katie Anderson-Weaver]

@Victor thank you, I'm sure it's me being dense

[Victor]

@Katie Anderson-Weaver nah, don't say this  ... can you PM me the CSV file you trying to upload?

[cchalmers]

Can I ask if a solution to this was found? I have just imported 200+ new laptop devices and while the asset screen registers the device against the user, when you open the record it does not show and is not linked.

[samwoo]

What I did when I uploaded some assets via the external CSV import tool a couple of months ago was simply to use the user's username (Their Hornbill Login ID), the names they would use to log into Hornbill and it correctly assigned them to the assets.

[cchalmers]

Sam, Thank you for the reply.

 

This is what I have done and on the asset overview page this does appear to have linked correctly, however when you the select the user on the list no information for the account is shown.

When you open the actually asset record it shows no user, owner or company however imported without issue.

 

[Victor]

@cchalmers - looking at the wiki for CSV asste uploads (https://wiki.hornbill.com/index.php/Upload_Assets_CSV), it seems this is required: "Owned By requires both the ownedById, ownedByName and ownedByType attributes to be completed". Did you have these in your CSV file?

 

[cchalmers]

Thanks @Victor this has resolved the issue after deleting and re-importing.