Importing Resources

Summary

This article provides a sample scenario on importing Resources. When performing the import for your system you will need adjust the process according to your configuration.

Sample Scenario

1. Load the AdminPortal and click on Setup

2. Under the heading Resource Management click Resource Types

3. On the Resource Types page that loads click on the Add button

4. Enter a name for your new Resource Type (i.e. 'MyResource')

5. Click the Save button

6. Click on the name of your newly created resource type and:

   • Define a Resource Provider: myprovider

   • Define a Resource Category: mycategory

   • Click on the name of the newly created category and click Add in the Resource Category Owner Assignments to assign it to your Owner

7. Navigate back to the Setup page and click your new resource type that is displayed in the Resource Management section

8. Under the heading Resource Item Pools Click Add and create a resource item pool (i.e. 'mypool')

9. Update the sample script below with the names you have chosen

10. Import them on the setup page / import link

11. Repeat this for any new resources you need to add (this process this will add only one)

To add multiple resources of the same type, update the quantity to the number of rows you'll have in the import this time, and duplicate the 'ResourceItem' tag, one for each new item (where the number increments each time as the label, i.e. a phone number 5192490508, then 5192490509, then 5192490510 and so on. The example below only has one ResourceItem tag row so this example only imports one item.

Sample Script

For the following script to function you need to:

• Replace the /Owner=LogiSense Corporation with the Owner you want to import the resource into

• Change the /Service=Monthly Service to match the service name you want to add the resource item to

• Change the /User=testaccount to the the proper EngageIP user in your setup