Manage data imports

Learn how to manage data imports in Administration > Flexera One SaaS Management settings.

Prerequisites

To manage data imports, you require the Administrator role.

To create API integrations for your data imports, you must first create an application registration with the Manage SaaS data import API integrations permission for SaaS Management. Creating an application registration generates client credentials that you can use to obtain an access token for SaaS APIs. For information, see Application registrations and Authentication with client credentials.

Create data imports

1. In Administration, under Flexera One SaaS Management settings, select Data imports.

2. Select Create import.

3. On the General step:

   1. Select the type of data you want to import.
      If you select User entity and activity, you have the option to create an import for Users or Activities; you must create an import for the Users scope before you create an import for Activities of the same vendor and application. If no Users import configuration exists, data for Activities cannot be imported into Flexera One SaaS Management.

4. On the File upload step, upload a CSV file that contains the data fields you want imported.

   Select Download template to view more information on generating a CSV template. For Users and Activities imports, a template will download automatically.

5. On the Mapping step:

   1. Select the CSV fields that correspond to the relevant system fields.
   2. Optional: To map additional fields from your CSV to the supported system fields, select Add additional field.
   3. Select Preview results to review the first few rows of the mapped data.

6. For User entity and activity imports, on the Upload type step, select one of the following options:

   • Create template only: creates an import configuration that does not upload data to Flexera One SaaS Management.
   • Create template and upload data: creates an import configuration and uploads the data to Flexera One SaaS Management.

Upload additional data

You can manually upload additional data for an existing import configuration by modifying or adding fields to your CSV file.

1. On the Data imports page, select an import configuration from the table.

2. Select Actions > Upload data.

3. Browse and choose the CSV file that contains the data you want to upload, and then select Upload.

Create API integrations

Once you have created an API integration, you can create a script to automate the API calls described in this procedure so they are placed recurringly. This means that any changes you make to your CSV file locally are automatically imported into Flexera One SaaS Management. Without an automation script, you must manually complete these steps again each time your CSV is updated, or alternatively, follow the procedure to upload additional data.

1. On the Data imports page, select an import from the table.

2. Select Actions > API integration.

3. Request an upload URL to upload your mapped CSV file to Azure blob storage:

   1. In Postman or a REST API tool of your choice, copy and paste the following parameters:

      Copy

      POST https://{region}.snowsoftware.io/api/saas/import/v1/uploads
      Authorization: Bearer {access_token}
      

   2. Replace access_token with the access token you obtained for SaaS APIs. The API response returns a pre-signed URL that is valid for four hours, and a file ID:

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      {
      expires: 14400,
      fileId: "file-001",
      url: "https://azureblob.io/xyz?token=signed-url"
      }
      

   3. Copy and save these returned values.

4. Upload your mapped CSV file for users or activities to Azure blob storage:

   1. In Postman or a REST API tool of your choice, copy and paste the following parameters:

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      PUT https://azureblob.io/xyz?token=signed-url
      x-ms-blob-type: BlockBlob
      
      {path/to/file.csv}
      

   2. Replace the PUT URL with the URL returned in step 3.

   3. Replace path/to/file with the path to the mapped CSV file.

5. Create the import task:

   1. In Postman or a REST API tool of your choice, construct a request with the following parameters:

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      POST https://{region}.snowsoftware.io/api/saas/import/v1/configs/{configuration-id}/records/import
      Authorization: Bearer {access_token}
      Content-Type: application/json
      
      { "fileId": "file-xxx" }
      

      Copy and paste the request sample provided in the API integration panel for the Create import task step. The {configuration-id} and the fileID are autopopulated with your unique values. The {configuration-id} is also provided at the top of the API integration panel, and the fileID value is returned in the response from step 1 of this procedure.

   2. In your request, replace access_token with the access token you obtained for SaaS APIs.

Delete imports

You can erase all data that has been imported into Flexera One SaaS Management by an import configuration. If you want to erase user and activity data from an import, you must delete both the Users and Activities configurations for the relevant vendor and application. If one is deleted but not the other, the user and activity data from both import configurations remain in Flexera One SaaS Management.

1. On the Data imports page, select an import configuration.
2. Select Actions > Delete.

Delete user records from import configurations

You can remove individual user records from an existing Users import configuration, without deleting the entire configuration. Deleting a record means the user will no longer appear on the Flexera One SaaS Management pages.

1. In your local environment, open the mapped CSV file with user data for this import configuration.
2. Set the isDeleted column to true for the user you want to delete from Flexera One SaaS Management. If this column is not in your CSV, you can add it.
3. Once you have updated and saved the CSV, if you do not have an API integration and an automation script set up to automate imports, proceed with the steps to upload additional data.

Troubleshoot imports

On the Data imports page, you can view the Last import status column to check the status of your import configurations.

• A Success status indicates that all records in the CSV are mapped correctly, and were successfully imported during the last import attempt.
• A Failed status indicates that no records in the mapped CSV were imported during the last import attempt.
• A Warning status indicates that some records in the CSV may not be mapped correctly. As long as the required fields are mapped correctly for a given record, it can still be imported into Flexera One SaaS Management, but any additional fields with mapping issues are excluded.

If the Last import column has a Warning status, you can view details about which fields in the CSV are incorrectly mapped.

1. To expand the relevant import configuration, select the arrow next to it.
2. Select View warnings next to a Warning badge to see more details.

On the Warning details page, the field values that should be reviewed are displayed in red. In the Warning details column, you can select View details to see an error description for that particular record.