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The Service Import allows the User to INSERT and UPDATE Service Records. Child records of the Service are association records only. Each Service type requires its own distinct Service ImportEach Service import type should only be used to add or update Services of that type. For example, Auth Codes are imported using an the Auth Code Service import should only process Auth Code services. 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.

Insert excerptBulk UpdateBulk UpdateRecently added, there is also a general "Service" import that can be used to process Services of any type. If you are creating a new Service import, you should use the general Service import type. It will support all of the special fields for all of the different Service types.

Matches On

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.

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This field is used for the Location lookup if provided.

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Location 911

Datatype is

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Boolean.

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 Hierarchical 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].

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Defaults to False
 
This is only used if the Service has the Multi-Location flag set. This determines which Location will be reported for the 911 Report.

Location Status

Datatype is Boolean.

Defaults to Active

This is only used if the Service has the Multi-Location flag set. This determines if an individual Service Location is Active.

Note: If you need to specify Multiple Locations for a Service, you will need to use Conditional Logic to set up an array of values. See the Notes section at the bottom of this page.

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 Hierarchical 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].

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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, and set the Flag to True [1].

All other values enter as False [0].

Directory

Datatype is Boolean.

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If a Remarks value is provided, that value is appended as a new record in the Remarks tab of the Service. This happens even if an identical Remark already exists. Care must be taken to avoid unintentional duplicate Remarks if the same file is Imported multiple times.

If you need to specify Multiple Locations for a Service, you will need to use Conditional Logic to set up an array of values. Here is how that is done:

// This is the mappings for the first location, using input fields 5 through 8:
[SERVICES.LOCATION][] = [5];
[SERVICES.LOCATION_TYPE][] = [6];
[SERVICES.LOCATION_911][] = [7];
[SERVICES.LOCATION_STATUS][] = [8];

// This is the mappings for the second location, using input fields 9 through 12:
[SERVICES.LOCATION][] = [9];
[SERVICES.LOCATION_TYPE][] = [10];
[SERVICES.LOCATION_911][] = [11];
[SERVICES.LOCATION_STATUS][] = [12];

Note the extra brackets before the equals sign. That is what is turning these into array references.

Using this method, you can add any number of Locations.

Providing the Type, 911 flag, and Status are optional. But if you provide one of these values for one location, you need to provide the value for all the locations.

UDF Associations

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.

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