In many cases you will already have a bunch of more or less structured data in your company. In order to have a quick start using LeanIX this is the process to get your information into your workspace quickly. For basic questions on handling the import / export function have a look at the section Import & Export your Data.

• Collect relevant data in Excel sheets
• Include attributes and possible relations to other objects
• Structure data according to LeanIX fact sheet types
• Remove duplicates

• Export excel sheets for each fact sheet type from your workspace
• Include relevant attributes (Inventory > Table View > Select Columns)
• Copy data from source Excel sheets into import Excel sheets
• Prepare one Excel upload sheet per hierarchy level
• If tag groups are used, create tag groups and values in LeanIX
• If you want to add subscriptions (e.g. Application Owners), create subscription roles first
• Leave out relations in this step, focus on objects and attributes

• In case of hierarchies, start with level 1 and continue in ascending order
• Upload the data using “Test Run” first
• If necessary, analyze mentioned error messages in “Result Excel” and resolve errors
• Conduct productive upload after resolving all errors (deselect "Test Run")
• Check uploads in inventory (completeness, quality of data and attributes)

• Decide from which fact sheet type to build the relation (depends on how your data is structured in the source Excel sheets)
• Extract data from LeanIX
• Include relevant relation fields (columns) via table view
• Concatenate multiple relations via “;” – no “ “ (space) between values and “;”
• Perform data upload in “Test Run”
• If necessary, analyze mentioned error messages in “Result Excel” and resolve errors
• Conduct productive upload after resolving all errors (deselect "Test Run")
• Check correctness of uploads in the inventory (fact sheets) and reports (e.g. Application / IT Component Landscape)