Import CSV file
Importing Excel or CSV files is the fastest way to enrich or initialise your inventory in Boldo using existing data. Whether you're integrating an application portfolio, data flows, or business processes, this feature allows you to structure assets and their relationships in just a few clicks.
To ensure a successful import and maintain data quality, a few best practices must be followed—such as choosing a unique identifier, mapping properties correctly, and using the right separator for relationships. This guide walks you through each step.
1. Accessing the import feature
Option 1: From any inventory view (applications, processes, actors, etc.), click the “Import CSV file” button for a targeted import.
Option 2: Go to “Manage organisation” > “Imports” via the main menu.
2. Upload the file to import
- Drag and drop your CSV or Excel file into the interface
- Choose the correct delimiter and encoding for proper parsing
3. Choose the import key
- Select the column that contains the unique identifier for each asset (e.g. a unique application name)
- Important rule: This key must be stable and unique. It enables Boldo to match data with existing assets (for updating or creating records)
4. Map the properties
Boldo displays all available properties from your organisation’s metamodel (e.g. name, type, owner, criticality).
You must manually link each property to the corresponding column in your file.
Rules:
If a property isn’t mapped, it will remain unchanged in existing assets
If a property is mapped: an empty cell in Excel will not erase the existing value in Boldo / a non-empty cell will update the corresponding value
5. Map the relationships
During import, you can also define relationships between assets (e.g. an application linked to a process, an owner, or a database).
To do so, map each relation-type property to the matching column in your file.
Important note:
If a cell includes multiple linked assets, use a comma , as the separator. This allows Boldo to interpret multiple relationships correctly.
Example:
A cell containing CRM, ERP will be understood as two separate assets related to the main one
If you forget the comma or use another character (e.g. / or ;), Boldo will interpret it as a single asset named CRM;ERP or CRM/ERP
Relationship rules
If the linked asset’s key already exists in the inventory, Boldo creates a link to that existing asset
If it does not exist, Boldo automatically creates a new asset using that key—you can enrich it later