The Hudu admin area is accessible ONLY to admins and super admin users within your organization.
Import information from existing spreadsheets directly into Hudu to get a jump start on your documentation!
As an admin, you can begin importing data by navigating to the Hudu admin area>> Import.
Notice before importing!
Importing into Hudu is simple and quick, but be careful and cautious. Files must:
- End in .csv.
- Be less than 1 GB in total file size.
- Follow template files EXACTLY.
- Do not change or delete the template headings.
- Have dates that are in YYYY-MM-DD.
- You can do this easily in Excel by using the 'Format Cell' tool.
- Make sure to save as CSV UTF-8 (Comma-delineated [.csv]) if opening in Microsoft Excel to prevent accented characters from being imported improperly.
Guides
Hudu comes pre-built with some generic import templates to help get you started on your migration journey; but will also generate import templates based on the custom asset layouts that you create.
Importing Data
Download a template file and adjust your data to fit. Follow it exactly.
Generic templates can be utilized for importing items such as Companies, KB Articles, Passwords, and a Blank Asset Layout is also given; used for creating a new asset layout.
When uploading the completed file for import, make sure to select the corresponding Import Type (i.e. Companies, Knowledge Base Articles, Passwords etc...).
Video Instructions
Would you prefer a video walkthrough? Here are quick videos on Importing Companies and KB's.
Importing Assets
Prefer a video walkthrough of how to import assets? Here is our quick guide video.
To generate your own import templates for your data; you'll need to create asset layouts. Any asset layouts created will generate a new import template; based on the name and fields that you give the asset layout. The fields chosen for your asset layout will then become the column headers of your custom import template.
Company_name and name fields will be present for all created import templates.
Visit our Assets Layouts article for additional information!
Rolling Back an Import
You can roll back imports, but be VERY careful, as this will remove any pre-existing records.
For example, if you roll back a company's import, and there were companies that were previously matched on the name; these companies will be deleted, even if they existed before the import.
There is no way to undo a rollback or any deletions that occur from it. Proceed with caution, and if you have questions, please reach out for help!
FAQ
Answer: Folder_id is the unique identifier provided to each individual password folder. If you'd like imported passwords to be placed into a password folder upon being brought in, you'll need to identify which folder by its' Folder ID. Folder_id will act in place of folder name; do not provide folder name during password import.
Notes: To obtain the folder_id for a particular password folder; navigate to your Hudu admin area >> password folders tab. The left ID column will provide the value for this import field.
Video Instructions: