Inventory Preload

You can use the Inventory Preload setting to upload mobile device inventory data before devices are enrolled. The preloaded device data will be applied to mobile devices when inventory is collected based on a matching serial number. User data will be applied immediately when the CSV file is uploaded.

The preloaded data is used on an ongoing basis to update device inventory records in Jamf Pro when inventory is collected. For example, if you upload a CSV file with one set of device details then upload a subsequent CSV file with different device details, the changed device details will be applied in Jamf Pro the next time inventory is collected .

The inventory collection process runs following enrollment or according to the frequency in the Inventory Collection settings. For more information, see Inventory for Mobile Devices.

Important: If you are using Inventory Preload, any manual edits or mass action updates to mobile device inventory details within Jamf Pro will be overwritten by the CSV data when inventory collection runs.

After specifying the serial number in the CSV file, you can provide the following details about a mobile device to be updated in Jamf Pro:

  • Serial number

  • Username

  • Full name

  • Email address

  • Position

  • Department

  • Building

  • Device purchasing information

  • Extension attributes (For more information, see the “Extension Attributes" section below.)

You can download a sample CSV template that contains the complete list of the supported fields.

Requirements

To use Inventory Preload, the user migration process must be completed. For more information, see the Migrating Users Knowledge Base article.

To upload a CSV file, you need:

  • A Jamf Pro user account with read privileges for buildings and departments.

  • A Jamf Pro user account with all privileges for Inventory Preload Records.

For more information, see Jamf Pro User Accounts and Groups.

Example Workflow

The following example describes a basic scenario for how data can be uploaded using Inventory Preload, how it updates Jamf Pro inventory records, and how inventory details can be updated by uploading subsequent CSV files.

  1. A CSV file with the following contents is uploaded using Inventory Preload:

    Serial Number

    Username

    Building

    Department

    C8PLK8CLFM

    wcrandall

    Hopkins Hall

    Psychology

  2. When mobile device serial number "C8PLK8CLFM" is enrolled, the following happens:

    • The mobile device is assigned to user "wcrandall".

    • The Building field for the mobile device is updated to be "Hopkins Hall".

    • The Department field for the mobile device is updated to be "Psychology".

  3. The CSV file is revised to specify mobile device serial number "C8PLK8CLFM" is in "Smith Hall".

  4. The revised CSV file is uploaded to Jamf Pro using Inventory Preload.

  5. The next time mobile device "C8PLK8CLFM" updates its inventory, the Building field will be updated to "Smith Hall".

See "Validation" below for requirements.

Validation

Uploading a CSV file that contains building and department data requires the building and department to exist in Jamf Pro. If the building and department do not exist in Jamf Pro, the upload will fail.

Users

When a CSV file is uploaded, the CSV data is compared to the Jamf Pro inventory database to determine if new users need to be created or if the information for existing users will be updated.

The following fields are required in the CSV file for users to be created or updated in Jamf Pro:

 

New

Update

Username

X

X

Email address

X

 

If the CSV file contains a new username and an email address is provided, the new user is created in Jamf Pro.

If the CSV file contains an existing username, the following user-related fields are updated in Jamf Pro:

  • Full Name

  • Email Address

  • Phone Number

  • Position

When Data is Applied

Data from the uploaded CSV file is applied in Jamf Pro at different times depending on the data type.

User-related data, including the following fields, is applied immediately when the CSV file is uploaded:

  • Username

  • Full Name

  • Email Address

  • Phone Number

  • Position

Mobile device-related data, including the device location, is applied on an ongoing basis each time inventory is collected.

Extension Attributes

Extension attributes are not provided in the CSV template since they vary by each configuration, but you can add them if needed. Extension attributes are dynamically mapped using the "EA " prefix in the column header (note the space after "EA"). For example, if the CSV data contains a column named "EA Memo1", the inventory preload update process will map the value in that column to an existing extension attribute in Jamf Pro named "Memo1".

Further Considerations

Data from the uploaded CSV file takes precedence over existing Jamf Pro data according to the following priorities:

  • The data from the uploaded CSV file will overwrite any existing active data records when duplicate serial numbers are found.

  • The data from the uploaded CSV file takes precedence over LDAP device data if LDAP is configured.

Uploading a CSV File Using Inventory Preload

  1. Log in to Jamf Pro.

  2. In the top-right corner of the page, click Settings images/download/thumbnails/18794840/Icon_Settings_Hover.png .

  3. Click Global Management.

  4. Click Inventory Preload images/download/thumbnails/18794840/InventoryPreload.png .

  5. To download a CSV file template that you can use to prepare your data, click Download CSV template.

  6. Prepare your CSV file.

  7. Click Edit.

  8. Click Upload Resource File.

  9. Follow the onscreen instructions to upload your CSV file to Jamf Pro.

  10. Click Save and wait for the uploading process to complete.

  11. The uploaded file metadata will be displayed in the History table.

Viewing and Downloading Active Data

You can view the active data in Jamf Pro or download it as a CSV file.

  1. Log in to Jamf Pro.

  2. In the top-right corner of the page, click Settings images/download/thumbnails/18794840/Icon_Settings_Hover.png .

  3. Click Global Management.

  4. Click Inventory Preload images/download/thumbnails/18794840/InventoryPreload.png .

  5. To download the active data, including all data types, click Download as CSV. The downloaded file will be named "active-data-(date).csv".

  6. To view the active data in Jamf Pro, click View Active Data.

  7. To download the active data that is currently displayed onscreen, click Download as CSV. The downloaded file will be named "active-data-filtered-(date).csv".

Deleting Active Data

You can delete all data that was previously uploaded to Inventory Preload. Deleting the active data effectively disables the Inventory Preload update process since no preloaded data will exist when mobile device inventory is collected.

All mobile device inventory details in Jamf Pro that were updated using Inventory Preload will remain intact.

  1. Log in to Jamf Pro.

  2. In the top-right corner of the page, click Settings images/download/thumbnails/18794840/Icon_Settings_Hover.png .

  3. Click Global Management.

  4. Click Inventory Preload images/download/thumbnails/18794840/InventoryPreload.png .

  5. Click Edit.

  6. Click Delete Active Data, and then click Delete.
    All data that was previously uploaded is deleted immediately.

  7. Click Save.

Viewing Upload History

You can view the history of all uploaded resource files, including the filename, the name of the user who uploaded the file, and the date the file was uploaded.

  1. Log in to Jamf Pro.

  2. In the top-right corner of the page, click Settings images/download/thumbnails/18794840/Icon_Settings_Hover.png .

  3. Click Global Management.

  4. Click Inventory Preload images/download/thumbnails/18794840/InventoryPreload.png .

  5. Click History.
    A list of all uploaded resource files is displayed.

  6. To add comments for records in the history list, click Add Note, enter a note, and then click Add Note again to save the note.

Related Information

For related information, see the following section in this guide:
Advanced Mobile Device Searches

For information about how to use Inventory Preload via the Jamf Pro API, see the Jamf Developer Portal:
https://developer.jamf.com/apis

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