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

Confirm the template values before upload. A merge updates custody data in bulk.

Export the current report scope before uploading. Keep that file as the pre-change reference.

Stop if the template contains unknown devices, unexpected rows, or unreviewed values.

Import and merge device details

1

1. Open the report

Go to Device Management → Reports → Chain of Custody.

2

2. Open the import action

Select Actions → Import & 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

Reopen representative updated records and compare their serial numbers and custody values with the reviewed template.

Common follow-up checks

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

• the wrong records changed — stop further imports and compare the template against the pre-change export
• 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 reviewed custody updates are merged and validated against the target records.

Next steps

• View device status in Chain of Custody — review the updated custody data
• Export Chain of Custody details — export the updated result if needed