Bulk Device Import and Process

Bulk Device Import and Process is a two-step workflow:

1. Upload a device CSV file.
2. Process the uploaded file to apply changes in Manage1to1.

This allows you to prepare device changes ahead of time and then process them when ready.

What this utility does

• Uploads a device CSV into the system
• Processes the CSV to create or update device records
• Provides a safe “delete file” option if the wrong CSV is uploaded

Files and templates

CSV Import Template

Use the CSV Import Template button to download the expected format.

Field Values

Use Field Values to confirm acceptable values for key columns. This is especially important for columns that require exact spelling or system-defined values.

Step 1: Upload the device CSV

1. Navigate to Settings → System Utilities
2. Locate Bulk Device Import
3. Download the CSV Import Template
4. Populate the template with your device data
5. Upload the CSV using the upload area

Before you upload

• Confirm required columns exist and match the template exactly
• Confirm device identifiers are correct (serial number, asset tag, or whichever identifiers your environment uses)
• Confirm building or location values match configured building records (if applicable)

Step 2: Process the device CSV

After upload, process the file from the Bulk Device Process panel.

1. Locate Bulk Device Process
2. Confirm the system shows a file is present (and review the timestamp if displayed)
3. Click Process Device Import
4. Validate results by checking a sample set of devices

Delete option

If the uploaded file is incorrect:

1. Locate Bulk Device Process
2. Click Delete Device CSV File
3. Re-upload the correct file using Bulk Device Import

Verification steps

After processing, confirm:

• A sample set of devices were created or updated correctly
• Key fields (status, location, type, assignments) match expectations
• Reports reflect expected totals (optional but recommended)