Load and update large amounts of data from Excel, CSV and databases, keeping errors under control.
The initial loading of a CMDB often starts from Excel spreadsheets; then come regular updates from other systems and extractions for analysis. CMDBuild lets you handle all of this without losing control of your data.
Where the data comes from
Excel files (XLS and XLSX) and CSV files
External databases of other systems
DWG and IFC files, to update floor plans and BIM models
For working with floor plans and BIM models, see GIS and BIM.
Smart updates
There's no need to delete everything and reload it. In "merge" mode, CMDBuild recognizes existing cards by a unique code and:
1
Updates existing cards
Cards already in the CMDB receive the new values from the file.
2
Creates new cards
Rows that don't match any card become new cards.
3
Handles missing cards
Cards that no longer appear in the file are deleted or change status, for example to "Decommissioned".
Errors under control
Errors are shown on screen and sent by email. Once you have fixed them, you can reload the same file: rows already imported are skipped.
Reusable templates
Each operation is defined just once in a template: which type of card, which file columns map to which fields, how to recognize existing cards, which data to export. Each template has its own permissions and can be used in two ways:
From the interface
A command on the card list lets operators upload a file or export data whenever they need to.
Automatically
The template is scheduled as an automated task, for example to import every night the file produced by another system.
See also Automated tasks and, for continuous integration with other systems, Web services and connectors.
Learn more in the documentation: user manual · administrator manual