This documentation supports the 20.08 version of BMC Helix Platform. 
To view an earlier version, select 20.02 from the Product version menu.

Loading Foundation data in bulk

BMC Helix Platform enables the administrators to load Foundation data in bulk. Bulk data loading is the process of copying the Foundation data sets from Microsoft Excel spreadsheets and loading the data sets to BMC Helix Platform. This capability makes the Foundation data available to the consuming applications and ensures onboarding of users in the organization.

To load the Foundation data in bulk, BMC Helix Platform provides a Data Management Console application. 

For more information about Foundation data, see Creating or modifying Foundation data.

List of Foundation data that can be loaded in bulk

 You can load the following Foundation data in bulk by using template spreadsheets:

  • Cities
  • Location
  • Organization
  • Categorization
  • People data
  • Support group
  • Direct or indirect Foundation associations

Process for loading Foundation data in bulk

The following table describes the details of each of the tasks involved in this process:

TaskDescriptionReference
1

Download and use the Excel spreadsheets provided by BMC Helix Platform to enter the Foundation data.

Download the template Excel spreadsheets
2

Update the downloaded Excel spreadsheets with relevant Foundation data. You must update the spreadsheets in a specific format so that your Foundation data is validated for further processing.

Update the template spreadsheets with Foundation data
3

Upload the updated Excel spreadsheets to BMC Helix Platform so that the Foundation data is available for processing.

Upload the updated spreadsheets
4

Run the data load job to process and load the Foundation data from the Excel spreadsheets to BMC Helix Platform.

Run the data load process

Related topics

Foundation data library and data model

Creating or modifying Foundation data

Loading existing Foundation data from Remedy ITSM

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