Import Categories through CSV file

You can also choose to import Categories (Subcategories and Items) that will help categorize the incoming requests through a CSV file.

• Creating and Uploading the CSV file

• Mapping Fields

• Checking Import Summary

Creating and Uploading the CSV file

The CSV file you create should follow the format as shown in the image:

Uploading the CSV file

1. Click New >> Import from CSV from the Category List View page
   
                                                      
    

2. Click Choose File from the Import Wizard pop up

3. Locate the file and open it

4. Click Next

Mapping Fields

5. Next step is to map the fields available in CSV file with the Category, Subcategory and Item fields of the ServiceDesk Plus application.

6. After mapping the fields, click Import Now button
    

Checking Import Summary

7. Import Summary will display the status of import. And in case of failure the reason will be pointed out through downloadable Error file (see image). The failed CSV file will also be available in downloadable format (see image) so that the mistakes done can be corrected after which the file can be reloaded again.