In many cases, you will already have a significant amount of structured data in your company. In order to have a quick start using LeanIX, the following process will allow you to quickly import information into your workspace. For basic questions on handling the import/export function, take a look at the section Import & Export your Data.
Data collection and cleaning:
- Collect relevant data in Excel sheets
- Include attributes and possible relations to other objects
- Structure data according to LeanIX fact sheet types
- Remove duplicates
Data preparation / transformation:
- 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
Data uploads (fact sheets / 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)
Data uploads (relations):
- 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)
Updated 10 months ago