User Guide: Import Manager

User Guide: Import Manager 

Release: 1.4.0

 

Overview 

The Import Manager is a centralized hub in the Bearing platform for all data imports. It replaces scattered import methods with a single, guided wizard experience. All imports - whether for training records or security hardware - are now done from one place with step-by-step instructions, downloadable templates, and clear results reporting. 

Navigation: Bearing Workspace → Configuration → Import Manager tab 

 

Supported Import Types 

Import Type	Description
Training Import	Import training records into the Trainings catalog
Security Hardware Import	Import security devices (cameras, access cards, HVACs, NVR/DVRs, etc.) as CI records

 

Part 1: Training Import 

Step 1: Access Training Import 

1. Navigate to Workspace → Configuration → Import Manager 

1. Select Training Import from the available categories 

1. Review the informational message about how training imports work 

 

Step 2: Download the Template 

1. Click Next or Select Training Records 

1. Click Download Template 

1. Save the CSV file to your computer 

The template includes columns for: training name, description, duration, and other required fields, with example data rows to guide you. 

 

Step 3: Fill In Your Data 

1. Open the downloaded CSV file in Excel or a CSV editor 

1. Fill in your training data following the template structure 

1. Remove the example rows 

1. Save the file 

Important: Ensure all owner/assignee accounts exist in the system before importing. Check for duplicate training names to avoid creating duplicate records. 

 

Step 4: Upload and Import 

1. Click Next to proceed to the import step 

1. Click Choose File or drag and drop your prepared CSV file 

1. Click Upload or Import 

1. A progress bar shows upload and processing status in real time 

 

Step 5: Review Import Results 

After the import completes, a summary screen shows: 

Result	Meaning
Total Records Processed	Number of rows in your file
Successfully Imported	Records created successfully
Errors	Records that failed validation
Skipped	Records ignored due to duplicates or validation issues

 

Step 6: Verify Success 

1. Click Go to Target Table to navigate directly to the Trainings table 

1. Verify your new training records appear in the list 

1. Open individual records to confirm data accuracy 

 

Part 2: Security Hardware Import 

Step 1: Access Security Hardware Import 

1. Navigate to Workspace → Configuration → Import Manager 

1. Select Security Hardware Import 

1. Review the informational message about importing to the CI database 

 

Step 2: Select Hardware Type and Download Template 

Available templates include: 

• Security Camera 

• Access Card 

• HVAC 

• NVR/DVR 

• Card Reader 

• Sensors 

• And more 

1. Select your hardware type from the list 

1. Click Download [Hardware Type] Template 

1. Save the CSV file 

 

Step 3: Fill In Hardware Data 

Open the template and fill in: 

• Device name/identifier 

• Location 

• Serial number 

• Manufacturer and model 

• IP address (if applicable) 

• Any hardware-specific fields in the template 

 

Step 4: Upload, Import, and Verify 

1. Click Next and upload your completed file 

1. Monitor the progress bar during processing 

1. Review the results summary (successes, errors, skipped records) 

1. Click Go to Target Table to verify the CI records were created correctly