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The Service Import allows the User to INSERT and UPDATE Service Records. Child records of the Service is 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 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.
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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.
This includes the changing of the Equipment Status from Unassigned to Assigned. So if you want the Equipment Status to change, you will need to also run an Equipment import.
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.
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.
An Equipment can only be associated if the Service Status is 'Active' or 'Suspend'. And the existing Equipment Status must be 'Assigned'.
If the Service Location and Equipment Location are different, it will cause an import Warning, but the association will still get created.
By default, Equipment will get appended to any existing Equipment already on the Service. See the Flags below to change this behavior.
Equipment Asset
Datatype is String.
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This is the RECID field from the Equipment record. This is usually not visible, but it can be obtained from an export. This method will always provide a unique number. It is useful for Equipment with blank values for all of the other key fields.
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.
An Equipment can only be associated if the Service Status is 'Active' or 'Suspend'. And the existing Equipment Status must be 'Assigned'.
If the Service Location and Equipment Location are different, it will cause an import Warning, but the association will still get created.
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Flags / Conditional Logic
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