Page Comparison

Capability

The Service Import allows the User to INSERT and UPDATE Service Records. Each Service import type should only be used to add or update Services of that type. For example, 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.

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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.

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Service Catalog

Conditionally RequiredIF 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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Datatype is String.

Conditionally RequiredIF the Import is trying to INSERT a new record.

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Datatype is String.

Conditionally RequiredIF all of the following are true.

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At least one Owner (either Contact or Dept. Hierarchy) may be conditionally RequiredIF the following conditions are met:

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Dept. Hierarchy Owner

Datatype is Hierarchical String. or String

This Import expects the Department Hierarchy code, not the Name.

The value for this field can be the full Hierarachial Path, or it can be just the last part of the Path. If you provide only the last part, then there is a chance that there could be duplicate values in the database. If duplicate values are found, then you will get an error.

Location

Datatype is Hierarchical String.

Conditionally Requiredif Status is Active AND if the Service Catalog flag Location Required is set.

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Datatype is String.

Conditionally Requiredif the provided Location Name exists with multiple Types.

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This field is used for the Location lookup if provided.

Location 911

Datatype is Boolean.

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 Requiredif the following two conditions are met:

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The USE_RATING_GROUP Configuration flag is set to True.

SLA Catalog

Datatype is is Hierarchical String.

Reference

Datatype is String.

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Datatype is Boolean.

Defaults to True [1].

Report 911

Datatype is Boolean.

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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.

GLA

Datatype is Hierarchical String.

GLA Expense Type

Conditionally Requiredif GLA is provided.

Datatype is String.

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GLA Split Percent

Conditionally Requiredif 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.

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Equipment Location

Datatype is Hierarchical String.

The Equipment Location value is used only with a non-blank Equipment ID. If a non-blank Equipment ID is not provided, then the Location value is ignored. You cannot lookup an Equipment with just a Location.

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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

• 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_EQUIPMENT:

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 to be cleared.

APPEND_POOLS:

Default Value is False.

• True: Setting the flag to True appends Pools to matching Service ID Pools and does not clear any existing Pools.

• False: Setting the flag to False clears existing Pools on matching Service IDs and updates the Pool on the first instance of that Service. Any additional Service ID Pools are appended after the first instance.

Errors

When an Import Line fails, it is usually because the Line falls into one of the following categories:

1. The value provided from another table was not found or multiple matches found within the Database

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   Error : Found multiple existing Equipment with Serial Number '<serialNumber>' Error : Found multiple existing Equipment with MAC Address '<macAddress>' Error : Found multiple existing Equipment for Equipment ID '<equipmentId>' Error : Invalid Equipment RECID '<recid>' Error : Invalid Equipment MAC Address '<macAddress>' Error : Invalid Equipment Asset Tag '<asset>" Error : Invalid Equipment Location '<location>' Error : Invalid Equipment for Equipment ID '<equipmentId>' Error : Invalid Equipment Serial Number '<serialNumber>' Error : Invalid Service Pools '<service_pool>' Error : Invalid Billing Group '<BILLING_GROUP>' Error : Invalid Class Of Service '<class of service>' Error : Invalid GLA '<gla>' Error : Invalid Service Host '<SERVICE_HOST>' Error : Invalid Location '<LOCATION>' Error : Invalid Service Catalog '<SERV_CATALOG>' Error : Invalid Contact '<OWNER_CONTACT>' Error : Invalid Dept Hierarchy '<OWNER_DEPT_HIERARCHY>'

   
   

2. The value provided from another table is Inactive

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   Error : Inactive Service Catalog '<SERV_CATALOG>'

   
   

3. A blank value was provided, for a field with a required value

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   Error : Missing Auth Code type for new Auth Code '<SERVICE_ID>' Error : Missing GLA Error : Missing GLA Expense Type Error : Missing GLA Percent Error : No Service Catalog Specified Error : No Status provided for new Service '<SERVICE_ID>'

   
   

4. The value provided is not acceptable for the record type being created

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   Error : Service <serviceId>, GLA type <expenseTypeListsRecid>, Percents add up to <sum> (should be 100) Error : This Equipment Catalog type is restricted from being on this Service Catalog type Error : Can't assign Equipment unless Service Status is Active or Suspend Error : Can't assign Equipment unless Equipment Status is Assigned Error : Provided Service Host not permitted for this service catalog Error : Provided Location not permitted for this Service Catalog Error : No Service ID Specified

   
   

5. The System was unable to save the record

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   Error : Failed to save Service record; <errorMessage> Error : Service <serviceId>, GLA type <expenseTypeListsRecid>; <errorMessage> If you experience any of these Errors, without another accompanying Message about what might have caused the Save Failure, please submit a Ticket to PCR.

   
   

Notes

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.