Importing passwords

This article will show you how to import passwords into IT Glue from a CSV file.

Prerequisites

  • The file must be a CSV file encoded in UTF-8. 
  • The maximum file size is 50 MB.
  • If you make a mistake with your list import, you cannot undo it, and there is currently no bulk edit functionality. You would need to work through your changes one at a time.

Instructions

Creating your CSV file

  1. Download one of the ZIP files provided at the bottom of this article.
    • Sample Excel import files with required fields highlighted (Save as CSV when you're ready to import.)
    • Sample CSV import files
  2. Open the file you want to use and delete the sample data, but not the header row.
  3. Paste your information into the sample import file. You can change the order of columns if needed, but do not remove the header row.
  4. Save your file as a CSV (Comma Delimited) document:
    • If on a PC, save as CSV (Comma delimited) (*.csv).
    • If on a Mac, save as Windows Comma Separated (.csv).

Importing your passwords

  1. Open the organization you want to import your passwords to and go to the Passwords
    section from the left sidebar.


    Screen_Shot_2018-06-11_at_3.36.29_PM.pngScreen_Shot_2018-06-11_at_3.36.45_PM.png



  2. Click the Import button.



    Screen_Shot_2018-06-11_at_3.37.08_PM.png

  3. On the next screen, click Choose File to select the CSV file you created above.


    Screen_Shot_2018-06-11_at_3.37.28_PM.png



  4. Set Allow partial imports to "No," which means the whole import will fail if there are any non-UTF-8 characters or missing required fields in the CSV. If that happens, you can rerun the import and allow partial imports to find out which rows have errors.
  5. Click Continue.
  6. Click Run Import.
  7. Once the import is done, you'll get an email from [email protected] that includes a link to view imported rows or details regarding errors in your import.

You can verify your import was successful by waiting for the email confirmation or by navigating to Account > Import Data and then clicking on the link for your import. You can also navigate to the Global > Assets area to view the information that you imported.

If there are any problems performing these instructions on a PC:

  1. Open the CSV file in Notepad. 
  2. Click Save As... and then select UTF-8 under Encoding.
  3. After selecting UTF-8, save the file in a slightly different file name from the original.
  4. Do not reopen the file, which will cause it to be re-encoded by Windows.
  5. Import this new file into IT Glue.

 

Related articles

 

Sample Download Files

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