Import and export data
About imports
You can import the following types of data from a file using a template:
- Locations
- Companies
- Clients
- Assets
- Purchase Orders
- Tickets
- FAQs
- Parts
- Inventory
You can also use a discovery tool to locate and import asset data. See Discover assets for information on how to set up connections with a discovery tool.
The data import options let you import data in bulk, rather than manually adding individual items. Web Help Desk provides templates in three formats: Excel spreadsheets, tab-separated variable (TSV) files, and comma-separated variable (CSV) files.
About exports
The following table lists the data types and corresponding export formats to use when you export your Web Help Desk data. Click a data type for details.
TSV file cells are limited to 32 KB.
| Data type | Export formats |
|---|---|
| PDF, TSV, and Excel | |
| Clients | TSV and Excel |
| Assets | PDF, TSV, and Excel |
| TSV and Excel | |
|
TSV and Excel |
|
| Purchase Orders | TSV and Excel |
Next steps
See the following topics to import or export data.