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The Contact Import allows Users to Import records into the Workers / Contacts Grid. When an existing Contact record is included in the Import File, and no changes are present, that line of the file will be skipped.
Matches On
The Contact first attempts to match the Customer Number then the Email Address. 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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Datatype is String.
Directory
Datatype is Boolean.
Defaults to False [0].
Permitted Values are 1, Yes, True, and Active
Permitted Values sets the Directory to True [1] (Yes).
All other values enter as False [0].
Contact Type
Datatype is String.
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Allow Coordinator Bill Email
Datatype is Boolean.
Default value is False.
If the Contact Type is Customer, the following fields are available.
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Dept. Hierarchy
Datatype is Hierarchical String or String.Permitted values must be the full Dept. Hierarchy Path and Code values not the Department Hierarchy Name field.
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.
Default GLA
Datatype is Hierarchical String.
Default SLA
Datatype is Hierarchical String.
Default Incident SLA
Datatype is Hierarchical String.
If the Contact Type is User, the following fields are available.
Approval GLA
Datatype is String.
For the first occurrence of a Contact in the import file, if a GLA Approval value is provided, this will replace the entire list of existing GLA Approvals for this Contact. Successive lines in the import file will append GLA Approvals. There is no way to just append individual values. The entire list will get replaced by the import.
Each GLA value must be on a separate line of Import File.
"NONE" removes all GLA entries from the Approval GLAs.
Permitted values are NONE or any valid GLA.
Minimum Amount
Datatype is String.
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Flags / Conditional Logic
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PERMITTED_GLA_APPEND:
Datatype is String.
Allowed Values are "APPEND" and "CLEAR".
This flag controls how GLAs are added to the GLA Permissions tab.
- If you set APPEND, the import will append values.
- If you set CLEAR, the import will clear all existing values before adding any. You can send the CLEAR value to just clear the list without providing a new value.
- If you don't provide this flag, then the default behavior is to clear the list before adding the first value in the input file, then append any additional values that are in the same input file.
APPEND_APPROVAL_GLA:
Datatype is String.
Allowed Values are "APPEND" and "CLEAR".
This flag controls how GLAs are added to the GLA Approval tab.
- If you set APPEND, the import will append values.
- If you set CLEAR, the import will clear all existing values before adding any. You can send the CLEAR value to just clear the list without providing a new value.
- If you don't provide this flag, then the default behavior is to clear the list before adding the first value in the input file, then append any additional values that are in the same input file.
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