CMDB Asset Importer
Import IT assets from a CMDB or software asset management export into the PlanIT IT asset inventory. ServiceNow can also be pulled live through the Table API.
Who this is for
Operations and architecture teams that already maintain assets in ServiceNow, Flexera, Lansweeper, BMC Helix, or a generic spreadsheet.
How to open it
In the workspace, go to Tools → CMDB Asset Import.
Supported sources
| Source | How you import | Notes |
|---|---|---|
| ServiceNow | CSV/Excel or Table API | Default API table cmdb_ci_computer. Also works with exports from cmdb_ci, alm_asset, and similar. |
| Flexera | CSV or Excel | Flexera / FlexNet Manager inventory or license exports. |
| Lansweeper | CSV or Excel | Asset report exports. |
| BMC Helix | CSV or Excel | BMC Helix / Remedy asset exports. |
| Generic CSV / Excel | CSV or Excel | Any spreadsheet; map headers yourself. |
Click a source card on the left, then complete the form on the right.
File import
- Select the source that matches your export (column aliases differ by vendor).
- Upload a
.csvor.xlsxfile. - Choose Continue.
PlexArch creates an import session and suggests column mappings from known header names (for example ServiceNow serial_number → Serial / Reference ID).
ServiceNow API import
On the ServiceNow card, choose Use ServiceNow API instead of file upload.
Provide:
| Field | Notes |
|---|---|
| Instance URL | For example https://yourcompany.service-now.com |
| Username | ServiceNow user with table read access |
| Password / Token | Used only for this import; not stored |
| Table | Defaults to cmdb_ci_computer if left blank |
Choose Continue. Records are fetched and treated like a file session for mapping and preview.
Map columns
PlanIT fields you can map:
| Field | Required |
|---|---|
| Asset Name | Yes |
| Asset Type | Yes |
| Serial / Reference ID | No |
| Asset Code / Tag | No |
| Vendor / Manufacturer | No |
| Category / Model | No |
| Description | No |
| Lifecycle Status | No |
| Location / Environment | No |
| Criticality | No |
| Cost Center / Department | No |
| Acquisition / Purchase Date | No |
| Cost | No |
| OS / Platform | No |
| Notes | No |
Unmapped optional fields can receive source defaults (for example Asset Type Hardware, Lifecycle Active, Environment Production, Criticality Medium).
Choose Preview Import when mappings look correct.
Preview
The preview shows up to 200 rows with:
- Mapped asset name, type, serial, vendor
- Action: Create (new) or Update (already in inventory)
- Ready vs validation errors
Matching for update uses, in order:
- Serial / Reference ID
- Asset Code / Tag
- Asset Name (case-insensitive)
Invalid rows are skipped at import time. You can go back to adjust mappings if Asset Name was not detected.
Run import
Import writes valid rows into the enterprise IT asset list:
- Created — new assets
- Updated — existing assets (same serial, code, or name)
- Skipped — invalid or empty rows
- Errors (up to 20 shown)
After a successful run, use View IT Assets (Ops → IT Assets) to review the inventory.
Start Over clears the session without rolling back assets already saved.
Tips
- Prefer serial number or asset tag in the source so updates stay stable across re-imports.
- Use the ServiceNow source card even for file exports so header aliases match
sys_class_name,asset_tag, and similar. - For a first-time portfolio load that also includes applications and processes, use Onboarding. Use this tool for ongoing CMDB/SAM refreshes.