Import Utility

The Import Utility is a legacy stand-alone utility used to import .csv files into the CSM Database. Perform the same functionality using the by Managing CSV Data in the CSM Administrator.

To use the Import Utility:

  1. Go to Start > All programs > Cherwell Service Management > Tools > Import Utility.
  2. Select the connection to import the data to.

    The Import Utility login window opens.

    Import Utility Login

  3. Provide the User ID and Password for the Import Utility.

    The Cherwell Import Utility window opens.

  4. Click OK.

    The Cherwell Import Utility window opens.

  5. Import from:
    1. Click the Ellipses button Ellipses Button.
    2. Select the file, and then click Open.
  6. Import to:
    1. In the drop-down, select the Business Object.
      Note: To delete the existing data, select the Delete existing data from Business Object before import check box.
  7. Advanced:
    1. In the Unique fields, provide column names that make up the unique database key.
      Note: Select the check box to Try to save object even if one or more fields cannot be set.

      Cherwell Import Utility Window

  8. Click Import.
    Note: If there are unequal fields, a warning window opens. Click Yes.

    Import Utility Field Numbers Verification Window

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