There are 2 ways to bulk import entitlement data.
The first is through the One-Off Import Process. You can view the help topic here: https://docs.flexera.com/fnms/EN/WebHelp/index.html#reference/Purch-TemplateColumns.html
There are templates (both Excel and CSV) that you enter the data into and upload directly into the tool. Please review the help document for the column definitions. A few things to keep in mind here:
- If you are adding Enterprise Group data - Location, Cost Center, Corporate Unit - you will want to enter the entire hierarchy into the field so that you don't accidentally create new information in the root. For example, location is typically something like NAM\US\CA for California. If you enter simply CA, you will create CA at the root. Please review your information carefully before entering data in those fields. If you are not managing licenses to that detail, many times it's best to simply leave those fields blank
- Ensure you are not accidentally updating existing data - entering the same PO Number\Line Number as previously used WILL update the existing data in the tool, not add a new entry
- Ensure your date entry is appropriate to your region and follows the rules listed in the help topic
An alternative solution for a repeatable process is to build a Business Adapter. This gives you a bit more control over whether your Create new records, Update existing records or discard (not import) data if some information is missing.
