---
schema_version: "1"
id: 112a2fef90f79d352a6d46f098d9dd717b7bd32aa92398cea441cbe9cb1f5f11
title: Import Configuration Items to CMDB
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/it_srvcs_cmdb_importci.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.it_srvcs_cmdb_importci.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 28607035a228a075f9196041b3eac4a4a2f3f1b9da65a70e510000e330a84c65
description: Import configuration items (CIs) and CI tags in bulk using a predefined CSV template. Download a prestructured template that matches the selected CI type and then upload the completed CSV to import CIs into CMDB. Use this method to maintain consistency and reduce manual effort during CMDB setup.
products:
  - Service Cloud
  - Agentforce IT Service
release: "264"
---
# Import Configuration Items to CMDB

Import configuration items (CIs) and CI tags in bulk using a predefined CSV template. Download a prestructured template that matches the selected CI type and then upload the completed CSV to import CIs into CMDB. Use this method to maintain consistency and reduce manual effort during CMDB setup.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions with Agentforce IT Service that have CMDB and Service Graph enabled.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d105201e74">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d105201e74 ">To import configuration items:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d105201e74 ">IT Service Configuration Item Manager</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d105201e74 ">To view configuration item types:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d105201e74 ">IT Service Configuration Item Reader</td>

          </tr>
        </tbody>
      </table>

During CI import, CMDB imports tags associated with CIs from the import file. For more information, see [Configuration Item Tags](https://help.salesforce.com/s/articleView?id=service.it_srvcs_cmdb_ci_tags.htm&release=264.0.0&type=5 "Use configuration item (CI) tags to group and organize CIs across your CMDB. Tags are flexible labels that help teams filter, identify, and manage related CIs more efficiently. Apply tags manually or populate them through discovery, imports, and APIs. Teams can use tags to represent operational, business, or environment-specific metadata across different CI types.").

1. From the App Launcher, find and select **CMDB and Service Graph**.
2. In the navigation panel, select **Administration**, and then select **CMDB**.
3. Click **CI Imports and Exports**.
4. In the **Import History** tab, click **Download Import Template**, and then click **Next**.
5. For Template Object, select **Configuration Item Type**.
6. For **Configuration Item Type Templates**, search and select the required template based on the CI type.
7. Click **Download** to save the CSV template.
    
    The file includes all standard and required attributes associated with the selected configuration item type.
8. Open the downloaded CSV file in a spreadsheet editor and enter values for each column as per your CI records.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-it_service-264-0-0-production-enus/0a574a10-4c7a-4681-aacf-0767f8beaad4/images/icon_note.png)
    
    Note For date or date/time fields, enter values in one of these supported formats:
    
    - Epoch milliseconds. For example, 17272806450002
    - Date with time in 12-hour format. For example, 9/25/2026 3:30:45 PM
    - Date only. For example, 9/25/2026
9. Click **Import CI** in the **Import History** tab.
10. In the Upload CSV file page, select **Upload Files** to upload the file, and then click **Next**.
11. In the Select Configuration Item Type page, select the required CI type from the **Target Object** field.
    
    The uploaded CSV file is associated with the selected CI type.
12. In the Map Columns page, review and adjust the column mappings.
    
    The import tool automatically maps CSV columns to configuration item fields when possible. Unmapped columns are not imported.
13. If you want to reuse an existing column mapping, select **Use a saved mapping configuration** and upload the saved mapping file.
14. On the Start Import page, review the import settings, and then click **Start Import**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-it_service-264-0-0-production-enus/0a574a10-4c7a-4681-aacf-0767f8beaad4/images/icon_note.png)
    
    Note CMDB applies identification rules during import. Based on these rules, the import updates existing configuration items or creates new ones. For more information, see [Identification Rules in CMDB](https://help.salesforce.com/s/articleView?id=service.it_srvcs_cmdb_iden_rules.htm&release=264.0.0&type=5 "Maintain clean and reliable asset records in Configuration Management Database (CMDB) by using identification rules. Determine how the system identifies configuration items (CIs) when new data is added, either manually or through discovery. By matching key attributes like serial number or MAC address, identification rules prevent duplicates, reduce confusion, and ensure the right CI record gets updated.").

Your import job appears in the **Import History** tab. You can use the Import Status column to check the status of your import. When the import is completed, the imported records appear in **All Configuration Items**. If you're listed as the CI owner, the records also show up in **My Configuration Items**.

When the import is completed, you can also import CI relationships to define dependencies between imported CIs. For more information, see [Import Configuration Item Relationships](https://help.salesforce.com/s/articleView?id=service.it_srvcs_cmdb_import_ci_rltshp.htm&release=264.0.0&type=5 "Import configuration item (CI) relationships in bulk by using predefined CSV templates. Use relationship imports to establish dependencies and service mappings between related CIs more efficiently in CMDB.").