Import and export data

To import data, configure Web Help Desk to connect to your network using one or more of the following tools:

  • Absolute Manage
  • Apple Remote Desktop
  • JAMF Casper
  • Lansweeper
  • Microsoft SMS/SCCM
  • Web Help Desk (using WMI)

See Discover assets for information on how to set up connections with these discovery tools.

The data import options let you import data in bulk, rather than manually adding individual items. You can import data using either predefined templates, or by using an asset discovery tool. Web Help Desk provides templates in three formats: Excel spreadsheets, tab-separated variable (TSV) files, and comma-separated variable (CSV) files.

Use template data imports for the following Web Help Desk selections:

  • Locations
  • Clients
  • Assets
  • Purchase Orders
  • Tickets
  • FAQs
  • Parts
  • Inventory

See Use templates to import data for details on how to set up and apply Web Help Desk templates to import your data.