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The Import attempts to match the Service ID. If there is no match, the record from the Import will INSERT. If there is a match, the remaining fields can UPDATE.
Fields
Service ID
Required
Datatype is String.
Service ID will only INSERT if there is not a match in the Import File with an existing Service record based on the Service ID.
Since the Import matches on the Service ID, this field CANNOT UPDATE.
Service Catalog
Datatype is String.
Conditionally Required IF the Import is trying to INSERT a new record.
NOT Required if the Import File is trying to UPDATE an existing record.
Service Catalog can be provided for the whole Import from the Import Record Format definition.
Service Status
Datatype is String.
Conditionally Required IF the Import is trying to INSERT a new record.
NOT Required if the Import File is trying to UPDATE an existing record.
Permitted Values must be one of List Values of type SERVICE_STATUS: Available, Inactive, Active, Reserved, Order Pending, Suspend, or Retired.
Any values added by a User to the SERVICE_STATUS list can also be used.
Service Host
Datatype is String.
Conditionally Required IF all of the following are true.
The Import is trying to INSERT the record and,
The Status is Active and,
The Service Catalog is of the Phone type.
Service Host is NOT required if the Import is trying to UPDATE.
The provided Service Host must be allowed based on the Service Host Permissions on the Service Catalog or the Service Host will not INSERT or UPDATE.
Owner
At least one Owner (either Contact or Dept. Hierarchy) may be conditionally Required IF the following conditions are met:
The Import is attempting to INSERT the Service Record and,
The Service Status is Active.
Otherwise, the Owner field is NOT required.
Contact Owner
Datatype is String.
Import matches on the Customer Number field only.
If the existing Contact is not a Customer type Contact, the record fails to Import.
Dept. Hierarchy Owner
Datatype is String.
Only the Code From the Dept. Hierarchy is expected.
Location
Datatype is String.
Conditionally Required if Status is Active AND if the Service Catalog flag Location Required is set.
The full Location Path is expected.
Location Type
Datatype is String.
Conditionally Required if the provided Location Name exists with multiple Types.
Permitted values are from the LOCATION_TYPE List Values.
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This field is used for the Location lookup if provided.
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Rating Group
Datatype is String.
Conditionally Required if the following two conditions are met:
If the Service is Active AND,
The USE_RATING_GROUP Configuration flag is set to True.
SLA Catalog
Datatype is String.
Reference
Datatype is String.
Billing Group Override
Datatype is String.
This is an override of the Owner Billing Group.
Multiple Locations
Datatype is Boolean.
Defaults to False [0].
Permitted Values are 1, True, or Yes and set the Flag to True [1].
All other values enter as False [0].
Essential
Datatype is Boolean.
Defaults to False [0].
Permitted Values are 1, True, or Yes and set the Flag to True [1].
All other values enter as False [0].
Billable
Datatype is Boolean.
Defaults to False [0].
Permitted Values are 1, True, or Yes set the Flag to True [1].
All other values enter as False [0].
Directory
Datatype is Boolean.
Defaults to True [1].
Permitted Values are 1, True, or Yes set the Flag to True.
All other values enter as False [0].
Report 911
Datatype is Boolean.
Defaults to False [0].
Permitted Values are 1, True, or Yes set the Flag to True [1].
All other values enter as False [0].
Company ID
Datatype is String.
Auth Code Type
Datatype is List.
Default is blank.
Permitted values are from the customer defined AUTH_CODE_TYPE List Values .
Note:
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This is only available for
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Auth Code Service Import.
Class of Service
Datatype is String.
Default is blank.
Permitted values must be existing Class of Service Codes from
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Admin > System Tables > Class of Service.
Note:
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This is only available for Auth Code
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Service Import.
Service RECID
Datatype is Number.
Default is blank.
This is used to specify the Service Record for Services that have a blank Service ID.
If this is provided, the provided value must be a valid existing service RECID.
If it is not, it will cause an error.
The only Service Type permitted to have blank Service IDs is Other Services .
Child Records
Charges Tab
Charges are handled with a separate Import file. See the Service Charges Import for details.
GLA Tab
GLAs added to a Service with the Service Import ONLY adds an association between the existing GLAs and the selected Service in the Import File. The Service Import cannot INSERT or UPDATE GLA records.
GLA
Datatype is String.
GLA must be the full GLA Path with all Components separated by the GLA_CONCATENATOR.
Multiple levels of a hierarchy "path" (like Locations, GLAs, and Catalogs) are connected by the HIERARCHYPATH_SEPARATOR string.
The default value for this string is right angle-brace (>) with a space on either side: " > ".
When importing nested Locations, the separator you use for each level of the hierarchy must match the concatenator string.
For example, Site A > Building B > Room C.
GLA Expense Type
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Conditionally Required if GLA is provided.
Datatype is String.
Must be one of the following: Default, Usage, Equipment, or Labor.
GLA Split Percent
Conditionally Required if a GLA is provided If a split GLA is desired, the Import File must have one line for each different GLA and its relevant split percentage.
Percentages must be whole integers.
If the percents do not add up to 100%, the Service will still INSERT or UPDATE, but the GLA causes an error and no GLA values change.
If the GLA values do add up to 100%, the GLA for that given GLA Expense Type are replaced with the new values.
Pool Tab
Pool Name
Datatype is String.
Remarks Tab
This adds a Remark through the Import into the Service.
Remarks
Datatype is String.
Equipment Tab
Equipment added to a Service with the Service Import ONLY adds an association between the existing Equipment and the selected Service in the Import File. The Service Import cannot INSERT or UPDATE Equipment records.
The Equipment fields try to identify an existing Equipment record to add to the Equipment tab of the Service. They are checked in the order of the list below. If a value is blank, it is ignored by the Import process. If the value is filled in, the Import attempts to do the lookup.
Equipment Asset
Datatype is String.
Equipment ID
Datatype is String.
Equipment Location
Datatype is String.
The full Location Path hierarchy in a single string, with individual parts of the Location Hierarchy separated by the HIERARCHYPATH_CONCATENATOR.
Multiple levels of a hierarchy "path" (like Locations, GLAs, and Catalogs) are connected by the HIERARCHYPATH_SEPARATOR string.
The default value for this string is right angle-brace (>) with a space on either side: " > ".
When importing nested Locations, the separator you use for each level of the hierarchy must match the concatenator string.
For example, Site A > Building B > Room C.
The Equipment Location value is used only with the Equipment ID.
Equipment Serial Number
Datatype is String.
Equipment Mac Address
Datatype is String.
Equipment Record
Datatype is String.
If the lookup fails, the Import stops and output an error message. This error does not affect the Service INSERT or UPDATE, only the Equipment tab association.
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- True: When the flag is True, all of the Equipment is removed and the Import appends the Import Record item.
- False: The default behavior is to simply append Equipment associations.
CLEAR_EQUPMENTEQUIPMENT:
Default Value is False.
- True: If this is set, the Equipment list gets cleared even if no new Equipment is provided.
- False: Equipment is not be cleared.
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- Warning : Invalid SLA Catalog '<SLA_CATALOG>'
- Warning : Invalid Service Host '<SERVICE_HOST>'
- Warning : Invalid Available Service Host '<SERVICE_HOST>'
- Warning : Service Location doesn't match Equipment Location
Notes
As of 2.1.4.4, the The ability to append Pools to a Service was added. The default behavior for adding Pools is to clear the Pool list for the first instance of a Service ID in the import file. Then, append to the Pool list for every instance of the Service ID after the first. This can be changed with the APPEND_POOLS flag as described in the Flags section.
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User Defined Fields on any given Import are all handled the same way with Conditional Logic. For more information about adding a UDF to the Import, see the User Defined Fields section of the Imports main page.