Visionary 360 Blog

Data Import function now available for On-Premises | ConnectWise Manage

In the past, data import was limited to Cloud partners, so On-Premises users were required to open a support case, send the files to support and wait, wait and wait more to have this imported by support.  Version 2021.1 brings this function to On-Premises users as well.

 

Data Import – Now Available for Premise Instances
Premise partners now have access to the Data Import features in Manage, including the products import, configurations import, and the configuration import wizard!

For the Configurations and Products import options, download and fill out the in-app template to import records into your Manage instance.

The Configuration Import Wizard option does not require an in-app template as it guides you through importing any CSV, XLS, or XLXS file containing a list of configurations from a single vendor. As a bonus, indicate that the imported items are renewable, which displays on the configuration search screen, reports, and triggers the Configuration needs renewal workflow rule event criteria.

NOTE: The Configurations and Products import options were released to cloud partners in v2019.1, and the Configuration Import Wizard was released to cloud partners in v2019.

View release notes from ConnectWise University


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