Inventory Preload

The Inventory Preload setting allows you to upload computer and mobile device inventory data before devices are enrolled. The preloaded data will be applied to computers and 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, device inventory records are updated during the following events:

  • When uploading a CSV file with a unique device and set of device data

  • When inventory is collected and the specified device is updated in Jamf Pro inventory with the Inventory Preload data

  • When uploading a subsequent CSV for the same unique device with a different set of device data

  • When inventory is collected again and the specified device is updated in Jamf Pro inventory with the Inventory Preload data

The inventory collection process runs following enrollment or according to the frequency in the Inventory Collection settings. For more information, see the following sections in this guide:

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

Following are the valid fields for Inventory Preload CSV upload:

Field

Computers

Mobile Devices

Serial Number (required)

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Device Type (required)

Note: Only two values are valid: "Computer" or "Mobile Device"

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Username

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Full Name

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Email Address

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Phone Number

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Position

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Department

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Building

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Room

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PO Number

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PO Date

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Warranty Expiration

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Apple Care ID

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Purchase Price

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Life Expectancy

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Purchasing Account

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Purchasing Contact

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Lease Expiration

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Bar Code 1

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Bar Code 2

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Asset Tag

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Vendor

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

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The CSV template available for download from the Inventory Preload page contains all supported fields.

Requirements

The user migration process must be completed.

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 the following Knowledge Base articles:

Example Workflow

The following example describes how data for a mobile device 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

    Device Type

    Username

    Building

    Department

    C8PLK8CLFM

    Mobile Device

    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 building "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".

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

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Email address

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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

Computer and mobile device 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/62718083/Icon_Settings_Hover.png .

  3. Click Global Management.

  4. Click Inventory Preload images/download/thumbnails/62718083/InventoryPreload.png .

  5. To download a CSV file template and prepare the data, click Download CSV template.

  6. Prepare the CSV file using an editor of your choice.

    Important: If you edit the CSV file using Microsoft Excel on Windows, you must save the file using the file type, "CSV UTF-8 (Comma delimited)(*.csv)". If you saved the CSV file as an XLSX file, you can convert the file to "CSV UTF-8 (Comma delimited)(*.csv)" by using the Save As command and changing the file type. However, data may be lost depending on how your data was formatted.

  7. Click Edit.

  8. Click Upload Resource File.

  9. Follow the onscreen instructions to upload the 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

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/62718083/Icon_Settings_Hover.png .

  3. Click Global Management.

  4. Click Inventory Preload images/download/thumbnails/62718083/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".

Note: Extension attributes are not displayed when you view active data onscreen. To view extension attributes, click Download as CSV. The dowloaded active data file includes extension attributes.

Deleting Active Data

You can delete all active 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 inventory is collected.

All 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/62718083/Icon_Settings_Hover.png .

  3. Click Global Management.

  4. Click Inventory Preload images/download/thumbnails/62718083/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

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/62718083/Icon_Settings_Hover.png .

  3. Click Global Management.

  4. Click Inventory Preload images/download/thumbnails/62718083/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 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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