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Import Chain of Custody device details

Upload a prepared template file to bulk update chain of custody values.

Bulk update Chain of Custody values from a prepared template file.

Use this action when many custody records need the same update flow.

Before you start

Confirm that:

  • the template file contains only the records you want to update

  • the values are reviewed before upload

  • you are ready to verify the merged result after processing

Import and merge device details

1

1. Open the report

Go to Device ManagementReportsChain of Custody.

2

2. Open the import action

Select ActionsImport & Merge File.

3

3. Open the upload screen

The Drag and Drop Template File here screen appears.

4

4. Upload the prepared file

Upload the file by browsing for it or dragging it into the upload area.

What to validate after import

Check these points after the merge completes:

  • the upload finished without unexpected failures

  • the intended custody records were updated

  • the updated values appear correctly in the report

  • any exceptions are reviewed before you continue

Common follow-up checks

Use these checks if the result is not what you expected:

  • the wrong records changed — confirm the template only included the intended rows

  • the values do not match — compare the uploaded values with the visible report output

  • you need a shareable result file — export the updated report view after validation

Verify the result

After the file is processed, confirm that:

  • the upload completed without unexpected failures

  • the intended custody records were updated

  • the updated values appear correctly in the report

Result

The uploaded file is processed and the device details are updated in bulk.

Next steps

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