Capability

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 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.

When updating the Catalog, the process will maintain the Service Type and the Service ID Format.
The Catalog may only be updated for a Service if it's status is Available.

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.

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 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.

Service Catalog can be provided for the whole Import from the Import Record Format definition.

Service Status

Datatype is String.

Conditionally Required IF the Import is trying to INSERT a new record.

NOT Required if the Import File is trying to UPDATE an existing record.

Permitted Values must be one of List Values of type SERVICE_STATUS: Available, Inactive, Active, Reserved, Order Pending, Suspend, or Retired.

Any values added by a User to the SERVICE_STATUS list can also be used.

Service Host

Datatype is String.

Conditionally Required IF all of the following are true.

The Import is trying to INSERT the record and,

The Status is Active and,

The Service Catalog is of the Phone type.

Service Host is NOT Required if the Import is trying to UPDATE.

The provided Service Host must be allowed based on the Service Host Permissions on the Service Catalog or the Service Host will not INSERT or UPDATE.

Owner

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

The Import is attempting to INSERT the Service Record and,

The Service Status is Active.

Otherwise, the Owner field is NOT required.

Contact Owner

Datatype is String.

Import matches on the Customer Number field only.

If the existing Contact is not a Customer type Contact, the record fails to Import.

Dept. Hierarchy Owner

Datatype is Hierarchical String.

This Import expects the Dept. Hierarchy code, not the Description.

Location

Datatype is Hierarchical String.

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

The full Location Path is expected.

Location Type

Datatype is String.

Conditionally Required if the provided Location Name exists with multiple Types.

Permitted values are from the LOCATION_TYPE List Values.

This field is used for the Location lookup if provided.

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.