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The Service Import allows the User to INSERT and UPDATE Service Records. Child records of the Service is are association records only. Each Service type requires its own distinct Service Import. For example, Auth Codes are imported using an Auth Code Service import. This accommodates the service-specific fields used by different Service types. For example, Phone Service uses Service Host as a field choice that is not available for other Service types.
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Matches On
The Import attempts to match If a Service RECID is provided, the Import only attempts to find that RECID for the update, and errors if not found. If the Service Recid is not provided, the Service ID is used. If there is no match, the record from the Import will INSERT. If there is a match, the remaining fields can UPDATE. A Service ID can exist in the Database multiple times, with and without different formats. For example, "6165551234" and "616-555-1234" and "(616) 555-1234" can be three different Service records. The Service Catalog can be used to force Service IDs into certain formats.
If you provide an unformatted Service ID to the Service import, it will try to find a matching unformatted Service ID first. If one is not found, it will try to find a similar formatted Service ID. If multiple different formatted records are found, it will cause an error. If exactly one match is found, it will do an update. If none are found, it will do an Add. If you provide a formatted Service ID, it will only try to find that exact formatted Service ID. If it is found, it will do an update. If it is not are found, it will do an Add.
Fields
Service ID
Required, see text.
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.
If the Service ID field is blank (and no Service RECID is provided), then it is assumed you are trying to add a new Service that has a blank Service ID. This is only allowed for Service Catalog types "Other", and non-Phone Custom types.
Service RECID
Datatype is Hierarchical String.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 Types permitted to have blank Service IDs are Other Services and non-Phone Custom Services.
Service Catalog
Conditionally Required IF the Import is trying to INSERT a new record.
Datatype is Hierarchical String.
NOT Required if the Import File is trying to UPDATE an existing record.
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The Service Catalog is of the Phone type.
Service Host is NOT required Required if the Import is trying to UPDATE.
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Conditionally Required if Status is Active AND if the Service Catalog flag Location Required is set.
The full Location Path is expected.
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Reference
Datatype is String.
Billing Group Override
Datatype is String.
This is an override of the Owner Billing Group.
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Permitted Values are 1, True, or Yes, and set the Flag to True [1].
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Permitted Values are 1, True, or Yes, and set the Flag to True [1].
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Permitted Values are 1, True, or Yes, and set the Flag to True [1].
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Permitted values are from the customer-defined AUTH_CODE_TYPE List Values.
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Note: This is only available for Auth Code 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.
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Child Records
Charges Tab
Charges are handled with a separate Import file. See the Service Charges Import for details.
Contacts Tab
Contact First Name
Datatype is String
Default is blank
Contact Last Name
Datatype is String
Default is blank
Contact Customer Number
Datatype is String
Default is blank
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.
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Flags / Conditional Logic
CLEAR_CONTACTS:
Datatype is String
Default: Flag is unset.
By default, the first time a Service ID is encountered in an Import file and a Contact is provided, the Contact list is cleared. Then, the provided value is added. After the first occurrence, the values are appended.
- True: If true, the Contact list will be cleared with or without providing a new value.
- False: If false, you will append without clearing the list
REPLACE_EQUIPMENT:
Default Value is False
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- True: If this is set, the Equipment list gets cleared even if no new Equipment is provided.
- False: Equipment is not to be cleared.
APPEND_POOLS:
Default Value is False.
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