License import/update

Use the License import/update option to import information on new license purchases or update an existing license. To perform a successful import, the following information must be provided (mandatory fields):

• Application name, Application part number, or SKU (stock keeping unit)

  (selected alternative must be indicated under Identity mapping in the Import settings step of the import wizard)

• Legal organization

• Purchase date

Information indicated as “Required to get complete status” must be provided, otherwise the license purchase will be indicated as incomplete. An incomplete license purchase will not be included in the compliance calculation.

Destination field name in the import view	Data type	Required	Description	Example	Location in the user interface	Field name the user interface
License ID	Number	No	ID of an existing license of which data is to be updated. To check the License ID: List all licenses. Open Column selector and add the License ID column to the list. Find the license to update from and the corresponding License ID. Note: For license updates, the License ID field is required. If the License ID is not provided, the licenses in the import file will be treated as new licenses.	486	List all licenses | License ID column and Search for licenses | License ID column	License ID
Application name	Text	Yes	Name of an existing application.	Adobe Photoshop CS4	Edit license | Purchase tab	Application
SKU (stock keeping unit)	Text	Yes	SKU number of an existing application. Note: For SKU numbers that are not in the database the license purchase will be imported as incomplete (with the setting ALLOW_INCOMPLETE_LICENSES enabled).	SFKJHDF34	Edit license | Purchase tab	Stock-keeping unit (SKU)
Legal organisation	Text	Yes	Legal organization that made the purchase. Delimiter between organization IDs is dependent on setting. Required to get complete status. For Snow License Manager, use the Organization Name in Snow Management and Configuration Center and not the Friendly name. For SAM Core on Snow Atlas: If the import is unable to map to the organization, find the identities for each organization node and add the identities to the import file. To find the Organization ID, also called GUID do the following: In the report Organizational overview, add the column Organization ID. For more information, see Add columns to lists.	ROOT,IT,SUPPORT 5d0ed580-e3e9-4377-a944-9845e8fd6e54	Edit license | Purchase tab	Legal organization
Purchase date	Date	Yes	Date of purchase. Required to get complete status. Supported date formats: dd/MM/yyyy MM/dd/yyyy dd-MM-yyyy yyyy/MM/dd yyyy-MM-dd	2010-10‐28	Edit license | Purchase tab	Date of purchase
Metric	Text	No	The unit of measurement for the license. Required to get complete status. An empty value in this field will mark the license purchase as incomplete. Allowed values are: Installations or Installation Total users or Users Total cores or Number of processor cores Total processors or Number of processors CAL (Client Access license), CAL or Client Access license Total devices or Devices Concurrent Users Concurrent Devices Processor Value Units or PVU Custom Compare Value, Custom or Custom compare values	USERS	Edit license | Purchase tab	Metric
Assignment type	Text	Yes	Provides information on how a certain license assigns licenses to relevant consumers. Available values are: Organisation or Organization Computer/datacenter, Computer or Datacenter User or Users Site	Organization	Edit license | Purchase tab	Assignment type
Is upgrade	Boolean	No	Defines if the license is an upgrade license or not. Allowed values are: YES, 1, or True NO, 0, or False Note: The license purchase must be connected to an already existing base license, or it will be imported as an incomplete license (with the setting ALLOW_INCOMPLETE_LICENSES enabled).	YES	Edit license | Purchase tab	Upgrade license
Upgrade from license ID	Number	No	ID of the license to upgrade from. Required to get complete status if Is upgrade is set to YES. To check the ID: List all licenses. Open Column selector and add the ID column to the list. Find the license to upgrade from and the corresponding ID.	242	License details| Purchase tab and Edit license | Base licenses tab	Upgraded from Application
Base license quantity to upgrade	Number	No	Number of base licenses to upgrade.	50	License details| Purchase tab and Edit license | Base licenses tab	Base licenses to upgrade
Quantity	Number	No	Number of licenses. Required to get complete status. If used for an upgrade license, this number should reflect the quantity that you are entitled to convert. Example: For metrics NUMBER OF PROCESSORS and NUMBER OF PROCESSOR CORES, the Quantity refers to the number of licensed processors/processor cores.	50	Edit license | Purchase tab	Quantity
Subscription valid from	Date	No	Start of the subscription period. Required to get complete status if Is subscription is set to YES. Supported date formats: dd/MM/yyyy MM/dd/yyyy dd-MM-yyyy yyyy/MM/dd yyyy-MM-dd	2010-01-01	Edit license | Purchase tab	From
Subscription valid to	Date	No	End of the subscription period. Required to get complete status if Is subscription is set to YES. Supported date formats: dd/MM/yyyy MM/dd/yyyy dd-MM-yyyy yyyy/MM/dd yyyy-MM-dd	2011-12-31	Edit license | Purchase tab	To
Is subscription	Boolean	No	Defines if it is a subscription license: YES, 1 or true NO, 0 or false If set to YES, Subscription valid from and Subscription valid to must also be defined.		Edit license | Purchase tab	License has a subscription period
Purchase price	Number	No	Value of the license purchase.	100	Edit license | Purchase tab	Purchase price
Purchase currency	Text	No	Currency of the license purchase.	EUR	Edit license | Purchase tab	[no name]
Cross edition rights	Boolean	No	Right to use the same and/or lower editions of the product. Allowed values are: YES, 1 or true NO, 0 or false Note: Should only be enabled if the license is purchased with downgrade rights.	YES	Edit license | Purchase tab	Cross edition rights
Downgrade rights	Boolean	No	Right to use the lower product version of the product. Allowed values are: YES, 1 or true NO, 0 or false	YES	Edit license | Purchase tab	Downgrade rights
Auto allocate (distribute) license	Boolean	No	Activates auto allocation. Allowed values are: YES, 1 or true NO, 0 or false	NO	Edit license | Assignment tab	Auto allocate
Maintenance includes upgrade rights	Boolean	No	The license includes a support or maintenance agreement. The field defines whether or not a maintenance agreement includes upgrade rights. Allowed values are: YES, 1 or true NO, 0 or false Should be set to YES if the license is purchased with upgrade rights. Should be set to NO if the license is purchased without upgrade rights. Note: The Maintenance and Support fields should only be used if: The license has upgrade rights within a time frame, either by an agreement or by user-specified dates. The license includes a support or maintenance agreement. Note: If you update an existing license and include any of the Maintenance and Support fields in the license import, be aware that any previously entered data in the Maintenance and Support fields will be deleted from the database.	YES	License details| Maintenance and support	Upgrade rights
Maintenance according to agreement	Boolean	No	Defines whether or not automatic upgrade will use agreement period. Allowed values are: YES, 1 or true NO, 0 or false If set to NO and Maintenance includes Upgrade Rights is activated, an automatic upgrade period must be provided (in Maintenance and support valid from and Maintenance and support valid to), otherwise the license will be invalid. Note: The Maintenance and Support fields should only be used if: The license has upgrade rights within a time frame, either by an agreement or by user-specified dates. The license includes a support or maintenance agreement. Note: If you update an existing license and include any of the Maintenance and Support fields in the license import, be aware that any previously entered data in the Maintenance and Support fields will be deleted from the database.	NO	Edit license | Maintenance and support	According to agreement
Maintenance and support valid from	Date	No	Defines what date automatic upgrade is valid from. Required for the license to be complete if Automatic upgrade is activated, and Maintenance according to agreement is set to NO. Supported date formats: dd/MM/yyyy MM/dd/yyyy dd-MM-yyyy yyyy/MM/dd yyyy-MM-dd Note: The Maintenance and Support fields should only be used if: The license has upgrade rights within a time frame, either by an agreement or by user-specified dates. The license includes a support or maintenance agreement. Note: If you update an existing license and include any of the Maintenance and Support fields in the license import, be aware that any previously entered data in the Maintenance and Support fields will be deleted from the database.	2010-10‐28	License details | Maintenance and support	Period from
Maintenance and support valid to	Date	No	Defines what date automatic upgrade is valid to. Required for the license to be complete if Automatic upgrade is activated, and Maintenance according to agreement is set to NO. Supported date formats: dd/MM/yyyy MM/dd/yyyy dd-MM-yyyy yyyy/MM/dd yyyy-MM-dd Note: The Maintenance and Support fields should only be used if: The license has upgrade rights within a time frame, either by an agreement or by user-specified dates. The license includes a support or maintenance agreement. Note: If you update an existing license and include any of the Maintenance and Support fields in the license import, be aware that any previously entered data in the Maintenance and Support fields will be deleted from the database.	2013‐08‐31	License details | Maintenance and support	Period to
Agreement number	Text	No	An external agreement number. This field can be left empty if Maintenance according to agreement is set to NO. If used, this agreement must already exist. Note: The agreement needs to exist prior to the license import. Also, the purchase date of the license must be within the agreement period.	HP19289182	Edit license | Purchase tab	Agreement
External ID	Text	No	Used to assign an ID from an external system, such as ERP, CRM or sales/order systems.	ABC123	Edit license | Information tab	External ID
Vendor/reseller	Text	No	Name of vendor/reseller that this license was purchased from.	Amazon	Edit license | Information tab	Vendor
License proof location	Text	No	Location where proof of license purchase is stored.	Safe at the office	Edit license | Information tab	License proof location
Purchase notes	Text	No	Enter license purchase specific information as free text.		Edit license | Information tab	Notes
Serial numbers/ license keys	Text	No	Serial numbers/license keys received for this purchase.		Edit license | Information tab	Serial numbers/ license keys
Installation media location	Text	No	Location where installation media is stored.	File server 1	Edit license | Information tab	Installation media storage
Purchase invoice reference	Text	No	Invoice reference number found on the invoice.	ADB00889912	Edit license | Purchase tab	Invoice reference
Product description	Text	No	Use the Product description to add either an own product description or the manufacturer's.	OfficeStd 2010 SNGL MVL	License details| Information tab	Product description
Maintenance cost	Number	No	Maintenance cost per period.	100	License details | Maintenance and support	Maintenance cost
Support cost	Number	No	Support cost per period.	100	License details | Maintenance and support	Support cost
Maintenance and support notes	Text	No	Notes on the maintenance and support.		License details | Maintenance and support	Notes
Maintenance and support invoice	Text	No	Reference to the maintenance and support invoice.	SHB00375297	License details | Maintenance and support	Invoice reference
[Custom fields]		No	Import data to existing license custom fields. Supported custom field data types are: Text Date Yes|No Digit Currency Decimal		License details| Information tab	[Custom field name]