This documentation supports the 21.3 version of BMC Helix ITSM.To view an earlier version, select the version from the Product version menu.

Planning which data to load from spreadsheets

As a part of data management, you can load data into an existing and a new system.

Loading data into an existing system

If you are updating an existing BMC Helix ITSM system such as loading data for a new department or location, some data already exists in your BMC Helix ITSM system.

Related topics

Populating-the-dataload-spreadsheets

Content-in-dataload-spreadsheets
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Loading data into a new system

When loading data into a new system you can choose whether to load only the minimum standard configuration or to load all of the foundation data.

To load only the minimum standard configuration, complete only the spreadsheets listed in Spreadsheets-required-for-minimum-standard-configuration.

If you want to load all of the foundation data for a new BMC Helix ITSM, or some subset of this data, see  Spreadsheets-required-for-minimum-standard-configuration.

Best practice
We recommend that you start with spreadsheets that are self-contained and that do not have dependencies on data in other spreadsheets.

Also, start with loading data into the Company.xlsx spreadsheet.

Dataload spreadsheet dependencies

The spreadsheets are listed in Spreadsheets and tabs required to load minimum standard configuration in the order that the corresponding data is validated and promoted. You might choose to complete spreadsheets in this sequence.

For more information on the dependencies between spreadsheets, see the dataload spreadsheet dependencies diagrams. 

The following diagrams show how the dataload spreadsheets are related. A * symbol means that the spreadsheet is a child of another spreadsheet (and has a dependency on it) or that a spreadsheet has children.

221_SheetDependencies.png


221_SheetDependencies_transactional.png


221_SheetDependencies_process_setup.png


 

Tip: For faster searching, add an asterisk to the end of your partial query. Example: cert*