Workflow

The APM Connect Data Loaders provide users with the ability to import data from external sources into the various APM modules. All data loaders share common capabilities and architecture. Each one uses an Excel worksheet as the source of data to be loaded into APM, and each contains the intelligence to load the specific data model for which it was intended.

Persona: Analyst / Technician

Identify the type of data to load, navigate to Tools > Data Loaders, download the spreadsheet template, and make it available for editing. In this version of APM Connect Data Loaders, you may only load data using a Unified Asset Ingestion data loader template into APM.

Use the correct template and mapping document to layout the data import, and then populate the spreadsheet with records that you want to load based on the rules detailed in the mapping document.

Persona: Analyst / Technician

After populating the spreadsheet, use Excel tools to detect and correct (or remove) incomplete, corrupt, or inaccurate records from the worksheet.

Persona: Analyst / Technician

Using the Select file or Drop file here option, import the data into APM.

Persona: Analyst / Technician

By searching record manager or creating a query of families loaded, validate that data is loaded successfully. Ideally, run the test validation query as indicated in the mapping document.

Persona: Analyst / Technician

After running the data load, if the status shows errors, review the bundle details to identify the root cause, and then make any needed changes to the spreadsheet and retry.