Import clients from a file

Use the Import Clients function to import client data into Web Help Desk. See Import data using templates for information on applying templates.

1. Click Setup > Data Import > Import Clients.

   The Import Clients screen opens.

   

2. From the Sync Based On menu, select the column in the import file used to synchronize the import data with existing records.

3. Select the Ignore Blank Fields checkbox to ignore blank fields in the imported file.

   If this option is not selected, the blank fields in the import file will clear the corresponding values in the existing records.

4. Select the Add New Entities check box to add new entities included in the import records if they do not exist in the database.

5. Select the Abort Import on First Error check box to stop the import procedure when Web Help Desk encounters an error.

   If not selected, Web Help Desk continues the import if errors appear.

6. In the File Type row, select the appropriate import file format.

7. From the File Encoding menu, select the method used to encode the import file.

   If your import file contains any Unicode characters, select Microsoft Excel, because this file format encodes in UTF-16 format.

8. In the Import Data File row, click Choose File and select the file to use for the import procedure.

   The first line of the import file must match the import template. SolarWinds recommends copying and pasting the template into your data file to ensure that it is identical. The import procedure generates an error if the first row of the import file does not match the template.

9. Click Import.

   The file contents are imported into the Web Help Desk database.