<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p data-pasted="true"><strong>In this guide we will cover:</strong></p><p><strong>- How to Import Clients & Sites using CSV/XLS/Spreadsheet Method</strong></p><p data-pasted="true"><strong>- How to Import Users using CSV/XLS/Spreadsheet Method</strong></p><p data-pasted="true"><strong>- Finding additional fields to Import </strong></p><p><strong>- Limiting Rows</strong></p><p><br></p><p data-pasted="true"><strong>Configuration Settings Guides:</strong></p><ul><li style="font-weight: bold;"><a href="https://usehalo.com/haloitsm/guides/1415" target="_blank" rel="noopener noreferrer" style="font-weight: bold;"><strong>Users General Settings</strong></a></li></ul><p><br></p><p data-pasted="true"><strong><span style="font-size: 14pt;">How to Import Clients & Sites using CSV/XLS/Spreadsheet Method</span></strong></p><p data-pasted="true" style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;">This guide covers how to import Clients and Sites using an XLS Template. This spreadsheet is used for creating new, or updating existing Client and Site Records.</p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><br></p><p>Navigate to Configuration > Users > General Setting. Head to the Imports section and set the "Unique identifier for Clients" and "Unique Identifier for Sites". The fields specified here will be used to match imported records to existing records, allowing existing Clients and Sites to be updated rather than duplicated. Sites will always take into account the Client, meaning even when matching on name you can create multiple Sites with the same name, providing they belong to different Clients. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjAyN2VjMDVkLTBkMzMtNGI4OS1hNjI0LWE5YjViMjQ1MmE2OCJ9.-9zInDst_vYyUqJIgekb3DMUzDuh8-ODydVYrWkVpIc" class="fr-fic fr-fil fr-dib" width="880" style="width: 882px; height: 540.385px;" height="540"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 1. Unique identifiers</strong></span></p><p><br></p><p data-pasted="true">Next you will need to configure your XLS file ready to be imported. Click the hyperlink shown in Figure 1, or open the import screen and click "Download Samples" to download the XLS templates. This will download a folder called "importspreadsheetsweb".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjE5YzQ5ZGUxLTQ5MWYtNDA1My04NGFmLTdlYTJmNGZhNzRlNCJ9.icEDKxrP8JO_hB6LR-hEMsDSvu5JDfaWb5bvtBK49Vc" class="fr-fic fr-fil fr-dib" width="1066" style="width: 1068px; height: 274.82px;" height="275"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 2. Import Spreadsheets folder</strong></span></p><p><br></p><p data-pasted="true">Opening this folder will show the sub-folder "ExampleSpreadsheets" which when opened will show all available XLS templates. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjViZWZlNThkLTA3ZGEtNDlhYS05NjYxLTI5MmYyNTQ2MTRlYyJ9.robvRCXEDC6Ak-Q__71IoYkMx1WzFqlUdk0vsWMyIZM" class="fr-fic fr-fil fr-dib" width="1064" style="width: 1066px; height: 238.671px;" height="239"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 3. Example Spreadsheets</strong></span></p><p><br></p><p data-pasted="true">Within this folder locate and open the XLS file titled "Clients and Sites".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImE3NjZlZGJhLTY0M2EtNDAzMy1hNTZhLTlmOTczYjUxM2EyOCJ9.hZQEeIh3hCyhqTO9LlYB4LxG0EmNaFkSKkLki4wP69Y" class="fr-fic fr-fil fr-dib" width="1071" style="width: 1073px; height: 402.25px;" height="402"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 4. Clients and Sites XLS template</strong></span></p><p><br></p><p data-pasted="true">Click into the "IMPORT DATA" sheet and, without changing the blue column headings, remove the example data.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjZmYzNhYTMyLWI0ZjgtNGI5Yy04NDBhLWY0MTM2NGNiMDc5NyJ9.FN_f5Pi4OugFBFqkQvM40cypaJfosqriQBqBGV82tUs" class="fr-fic fr-fil fr-dib" width="1072" style="width: 1074px; height: 181.302px;" height="181"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 5. Import Data sheet</strong></span></p><p><br></p><p>You can now enter your Client and Site data in the relevant column. If you are creating multiple sites under one Client, add each Site as a new row, ensuring the field set as the "Unique identifier for Clients match on each, while the "Unique identifier for Sites" differs.</p><p><br></p><p><span style="color: rgb(226, 80, 65);"><strong>Important! You must ensure the Unique identifier for your Clients and Sites are included in this file in order for existing records to be matched. If the unique identifier is not present a new record will be created for every Client and Site.</strong></span></p><p><br></p><p>Once you have entered all Client and Site data, save your spreadsheet with an identifiable name.</p><p><br></p><p>In Halo, return to Configuration > Users > General Settings, and click "Import Customers & Sites".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImI1MzRiNTU1LTA5MzktNGFhNS04MmMwLTQ2MjE3YzFlY2FmYiJ9.xctFFS3Gl5yXTpBcg6oZ9aNV_7aMRdaXUaEpX67uH4Q" class="fr-fic fr-fil fr-dib" width="1002" style="width: 1004px; height: 614.616px;" height="615"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 6. Import Clients and Sites button</strong></span></p><p><br></p><p data-pasted="true">If your File Explorer does not open automatically, click "Choose File".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjhkYjUzNTZlLWM1NDktNGIxMS1iZmM4LTI2YmE0OWUzOWI5ZCJ9.jU6sH_tkqiy5kPKxuF_L7spfNLZM6PSq7JKHL_5LSV0" class="fr-fic fr-fil fr-dib" width="1196" style="width: 1198px; height: 348.348px;" height="348"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 7. Choosing a file</strong></span></p><p><br></p><p data-pasted="true">Once you select your file, the data will show on the import screen. Check you are happy with the data, then select the rows you would like to import using the checkboxes, or select them all using the checkbox on the top left. Then click "Start" to run the import.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImUwNjEwNDBkLTFhMjEtNDU3Yy1iNThmLTM4MTI5NzQ4ZmNhZSJ9.jSfKtj2NeADVmKVLg04F6OZolk8sJhGpZALOaucfVSw" class="fr-fic fr-fil fr-dib" width="1196" style="width: 1198px; height: 266.53px;" height="267"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 8. Importing values </strong></span></p><p><br></p><p data-pasted="true">You will now see any new records in your Client/Site Area.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijg5ZWQ5ZTFjLWMyNzAtNDg2Ni05MDc3LTFiNmQwMDBiZDY2MiJ9.nZl3zeF0iKBY_jyguoV7S-6cPqUZz5JcxCv9z-TnF8U" class="fr-fic fr-fil fr-dib" width="1201" style="width: 1203px; height: 292.396px;" height="292"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 9. Imported Clients </strong></span></p><p><br></p><p><strong><em>Note: To import Clients as Accounts, simply select the "Import Accounts" option in Configuration > Users > General Settings instead. The same XLS template can be selected here, the import will automatically apply the criteria to create the Client as an Account. This button will only show if Accounts and Prospects have been enabled.</em></strong></p><p><br></p><p data-pasted="true"><span style="font-size: 14pt;"><strong>How to Import Users using CSV/XLS/Spreadsheet Method</strong></span></p><p data-pasted="true">This guide covers how to import Users using an XLS Template. This spreadsheet is used for creating new, or updating existing User Records.</p><p><br></p><p>Navigate to Configuration > Users > General Setting. Head to the Imports section and set the "Unique identifier for Users". The fields specified here will be used to match imported records to existing records, allowing existing Users to be updated rather than duplicated.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRmZDY4Zjg5LWYzOGQtNGJhNi05OTlkLWQwYWYzODI4NWI2NCJ9.NJSsCdyA8NAMTyDlRsdkP4wsNxpBtid27Nrp2GJXzg4" class="fr-fic fr-fil fr-dib" width="1014" style="width: 1016px; height: 622.058px;" height="622"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 10. Unique identifiers</strong></span></p><p><br></p><p data-pasted="true">Next you will need to configure your XLS file ready to be imported. Click the hyperlink at the top of Figure 10, or open the import screen and click "Download Samples" to download the XLS templates. This will download a folder called "importspreadsheetsweb".</p><p><br></p><p><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjE5YzQ5ZGUxLTQ5MWYtNDA1My04NGFmLTdlYTJmNGZhNzRlNCJ9.icEDKxrP8JO_hB6LR-hEMsDSvu5JDfaWb5bvtBK49Vc" width="1066" height="275" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; text-align: left; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; width: 1068px; height: 274.82px; max-width: none !important;" data-pasted="true" class="fr-fil fr-dib"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 11. </strong></span><span data-pasted="true" style="box-sizing: inherit; font-size: 10pt;"><strong style="box-sizing: inherit; font-weight: bolder;">Import Spreadsheets folder</strong></span></p><p><br></p><p data-pasted="true">Opening this folder will show the sub-folder "ExampleSpreadsheets" which when opened will show all available XLS templates.</p><p><br></p><p><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjViZWZlNThkLTA3ZGEtNDlhYS05NjYxLTI5MmYyNTQ2MTRlYyJ9.robvRCXEDC6Ak-Q__71IoYkMx1WzFqlUdk0vsWMyIZM" width="1064" height="239" style="box-sizing: inherit; border-style: none; cursor: pointer; padding: 0px 1px; user-select: none; text-align: left; color: rgb(0, 0, 0); font-family: sans-serif; font-size: 14px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; background-color: rgb(255, 255, 255); text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial; width: 1066px; height: 238.671px; max-width: none !important;" data-pasted="true" class="fr-fil fr-dib"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 12. Example Spreadsheets</strong></span></p><p><br></p><p data-pasted="true">Within this folder locate and open the XLS file titled "Users".</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImM2NmU2MDFkLWFkZTMtNDhkZi1iMGVlLTc3MjcwMjZhMGY1OSJ9._MRG9zdeoWZRMW6uthL_lA2uCJ0AfhYaunu16DKCHZc" class="fr-fic fr-fil fr-dib" width="1214" style="width: 1216px; height: 596.741px;" height="597"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 13. Users </strong></span><span data-pasted="true" style="box-sizing: inherit; font-size: 10pt;"><strong style="box-sizing: inherit; font-weight: bolder;">XLS template</strong></span></p><p><br></p><p data-pasted="true">Click into the "IMPORT DATA" sheet and, without changing the blue column headings, remove the example data.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjEzNmRkZjg3LTJmNDctNGZjZi04MDM4LWE2ODU1OTcwOTY4OCJ9.nFba9anNOdD0hqjNdD2sLUg3eh_WZrHhmt6AhKdAkdw" class="fr-fic fr-fil fr-dib" width="1216" style="width: 1218px; height: 271.585px;" height="272"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 14. Import Data sheet</strong></span></p><p><span style="font-size: 10pt;"><strong> </strong></span></p><p data-pasted="true">You can now enter your User data in the relevant column. </p><p><br></p><p><span style="color: rgb(226, 80, 65);"><strong>Important! You must ensure the Unique identifier for your Users is included in this file in order for existing records to be matched. If the unique identifier is not present a new record will be created for every User. </strong></span></p><p><br></p><p>Once you have entered all User data, save your spreadsheet with an identifiable name.</p><p><br></p><p>In Halo, return to Configuration > Users > General Settings, and click "Import Users". </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijc0Yjk5ZjMxLWI4ZTktNDMzMi1iZTdmLTU3ZTJiNzg5MGZiOCJ9.Wju3aXLg5RzFlhhEukNaU0oKzxOXPRYt1_JKDLS1UAM" class="fr-fic fr-fil fr-dib" width="1047" style="width: 1049px; height: 642.404px;" height="642"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 15. </strong></span><span data-pasted="true" style="box-sizing: inherit; font-size: 10pt;"><strong style="box-sizing: inherit; font-weight: bolder;">Import Users button </strong></span></p><p><br></p><p>If your File Explorer does not open automatically, click "Choose File".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImEwODRmMjIwLTgxMzktNGUwNy1hOWU1LTY1MWRhZDRkZjBlMSJ9.JtWPr4pWxNYAvCAHwdZJ0QHpXgfIX97r-HfrEt0jfnE" class="fr-fic fr-fil fr-dib" width="1216" style="width: 1218px; height: 354.414px;" height="354"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 16. </strong></span><span style="font-size: 10pt;"><strong>Choosing a file</strong></span></p><p><br></p><p data-pasted="true">Once you select your file, the data will show on the import screen. Check you are happy with the data, then select the rows you would like to import using the checkboxes, or select them all using the checkbox on the top left. Then click "Start" to run the import.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQ0MzA2ZDc5LTE5NDItNGExYS1hZWI3LTg3YTNhNzU1YmY4YyJ9.NLlrk9eHzCvpm17-iDT4AT9J9FpiL_AiQgVCBpYBvgU" class="fr-fic fr-fil fr-dib" width="1213" style="width: 1215px; height: 629.604px;" height="630"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 17.</strong><strong> </strong></span><span style="font-size: 10pt;"><strong>Importing values </strong></span></p><p><br></p><p data-pasted="true">You will now see any new records in your Users Area, and in the Sites & Users tab of the relevant Client.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjM3ZDAyNjI0LWVlYTAtNDNiYi04NThmLTYyOTJiNzMwODdlOSJ9.fiAvh9dS1QNYwqZWjDJOVMMtUmlnPTy53n8I_jITUGg" class="fr-fic fr-fil fr-dib" width="1213" style="width: 1215px; height: 448.739px;" height="449"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 18. </strong></span><span data-pasted="true" style="box-sizing: inherit; font-size: 10pt;"><strong style="box-sizing: inherit; font-weight: bolder;">Imported Users </strong></span></p><p><br></p><p data-pasted="true"><strong><em>Note: To import Users as Prospects, simply select the "Import Prospects" option in Configuration > Users > General Settings instead. The same XLS template can be selected here, the import will automatically apply the criteria to create the User as a Prospect.<strong data-pasted="true"><em><strong data-pasted="true"><em> This button will only show if Accounts and Prospects have been enabled.</em></strong></em></strong></em></strong></p><p><br></p><p data-pasted="true"><strong><span style="font-size: 14pt;">Finding additional fields to Import </span></strong></p><p><span style="font-size: 12pt;"><strong>Site Fields</strong></span></p><p data-pasted="true">To import specific Site Fields to your spreadsheet, you will need to add columns with the Site Field name to import, prefixed with "SF" as the Column Header. For example, "SFSite Access Code".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjMyMzBjMTIxLWYyZDYtNGQ0MC1hNjgxLTBkNWMyYTkyODM1ZSJ9.GYRiKWIGF7ccOlu77KEVzYWvCEtGITLLa0EDsUPfSA4" class="fr-fic fr-fil fr-dib" width="1271" style="width: 1273px; height: 80.4687px;" height="80"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 19. </strong></span><span data-pasted="true" style="box-sizing: inherit; font-size: 10pt;"><strong style="box-sizing: inherit; font-weight: bolder;">Importing Site Fields</strong></span></p><p><br></p><p data-pasted="true"><span style="font-size: 12pt;"><strong>Custom Fields</strong></span></p><p><a href="https://usehalo.com/haloitsm/guides/1938/" target="_blank" rel="noopener noreferrer">Custom Fields</a> can be imported via the Spreadsheet. To do this add the Custom Field name to import, prefixed with "CF" as the Column Header. For example, "CFImportantUser" (As custom fields do not contain spaces). </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjFiYjNkMDMwLTI2MDAtNGM0Yy05MjU0LWM0NzhkZjE1ZjcxZCJ9.dCKiFFcEsXfPy3QPIvSODgIvvUeLuS0cRCOyoaCszCQ" class="fr-fic fr-fil fr-dib" width="1268" style="width: 1270px; height: 134.482px;" height="134"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 20. </strong></span><span data-pasted="true" style="box-sizing: inherit; font-size: 10pt;"><strong style="box-sizing: inherit; font-weight: bolder;">Importing Custom Fields</strong></span></p><p><br></p><p data-pasted="true"><span style="font-size: 12pt;"><strong>System Fields</strong></span></p><p data-pasted="true">If there is a particular field you would like to populate upon import you can add this to the spreadsheet. To find the correct header name for this field you will need the JSON name of the field. To find this, simply append "&showfieldnames=true" on your URL. This will display your instance with the JSON field names in braces (curly brackets) above the field. </p><p><br></p><p><strong><em>Note: This method may not work for all fields. If you are unable to import to a certain field in Halo please contact Support for assistance. </em></strong></p><p><br></p><p><em><strong>Note: Appending this on your URL may redirect you to the main Client/Site/User Area. Simply click into a record to view the field names.</strong></em></p><p><br></p><p>In the below example I am looking to set the "Account Manager" for my Client.</p><p style='margin: 0px; color: rgb(0, 0, 0); font-family: "Segoe UI", "Segoe UI Web (West European)", "Segoe UI", -apple-system, BlinkMacSystemFont, Roboto, "Helvetica Neue", sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><br></p><p style='margin: 0px; color: rgb(0, 0, 0); font-family: "Segoe UI", "Segoe UI Web (West European)", "Segoe UI", -apple-system, BlinkMacSystemFont, Roboto, "Helvetica Neue", sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjFmZGE1NGEwLWNmMTQtNDlhOC05MGY4LTBhMWI4M2EyM2Q1NyJ9.5-qAmAWsWi2a_3LfBbDy_6_eztWakPzVTfd7TDMfchw" class="fr-fic fr-fil fr-dib" width="1078" style="width: 1080px; height: 386.005px;" height="386"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 21. JSON field name </strong></span></p><p><br></p><p data-pasted="true">Copy the value between the brackets and paste this as a column header. </p><p><br></p><p style='margin: 0px; color: rgb(0, 0, 0); font-family: "Segoe UI", "Segoe UI Web (West European)", "Segoe UI", -apple-system, BlinkMacSystemFont, Roboto, "Helvetica Neue", sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjJlZDYzYTZiLWMxY2UtNGRiMS1iNzhmLWFiNDBmYmRhYzY5MSJ9.OMaNYbHRRqAYpvhjirVNHbn02x68zDnu_1ZpYcU94TU" width="838" height="145" style="max-width: 100%; height: 144.972px; text-align: left; width: 840px;" class="fr-fil fr-dib"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 22. <span style="font-size: 10pt;" data-pasted="true"><strong>Adding the Account Manager field to the import spreadsheet </strong></span></strong></span></p><p><br></p><p>Run the import as normal, and the field will update to the specified value.</p><p style='margin: 0px; color: rgb(0, 0, 0); font-family: "Segoe UI", "Segoe UI Web (West European)", "Segoe UI", -apple-system, BlinkMacSystemFont, Roboto, "Helvetica Neue", sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><br></p><p style='margin: 0px; color: rgb(0, 0, 0); font-family: "Segoe UI", "Segoe UI Web (West European)", "Segoe UI", -apple-system, BlinkMacSystemFont, Roboto, "Helvetica Neue", sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><img data-fr-image-pasted="true" src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjViMTE4MGYwLTJlZGYtNDUxZC1iODhkLTJlMzU1YjgwMjAxZCJ9.j5s2V83mh75KXpvHiB_RnnU7EoIPUfbvbSCIhP41i48" width="931" height="430" style="max-width: 100%; height: 429.51px; text-align: left; width: 933px;" class="fr-fil fr-dib"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 23. Imported Account manager field </strong></span></p><p style='margin: 0px; color: rgb(0, 0, 0); font-family: "Segoe UI", "Segoe UI Web (West European)", "Segoe UI", -apple-system, BlinkMacSystemFont, Roboto, "Helvetica Neue", sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><br></p><p><span style="font-size: 12pt;"><strong>Alternative method for finding Fields and Field Values<br></strong></span></p><p data-pasted="true">If using the JSON name does not successfully import the values to the field, or if you need to know the format for the value you are importing into a field, you can use the Developer Console to find the correct header name. First locate the field in Halo, before editing the field you will need to open the Developer Console which can be accessed by clicking function (fn) and f12. Now edit the field setting the value to the value you would like to import, and view the changes in the Network tab of the Developer Console. </p><p><br></p><p>In the below example I am looking to set the "Product tax code" for my Clients.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjU4YTEzYmIzLWZhOTMtNGViMS04YzBiLTE2YjQxODUzMTI3YyJ9.vV8greFk2XAl8SuhiR-DIsdFpeB7lbp9waRrFVCVPXE" class="fr-fic fr-fil fr-dib" width="1181" style="width: 1183px; height: 508.391px;" height="508"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 24. Network tab</strong></span></p><p><br></p><p>When I click "Save" additional entries will show. Select the entry with the entity name, in this case "Client", as this is the entity being updated. Click the "Payload" tab and expand the section.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjdhMTI2ZDVhLWM3MGYtNGEwZi1hNTdmLTkxNjNmNDVlNWRkMiJ9.SvKjAR8CV7xLQx0RJ7jQfO1uSANf15Y71N1va-sC1e0" class="fr-fic fr-fil fr-dib" width="1158" style="width: 1160px; height: 425.863px;" height="426"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 25. Payload from editing the Product tax code field</strong></span></p><p><br></p><p>Extract the name of the field that has changed. This will be the column header in your spreadsheet.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImVjNWRlYTNjLTcxYWEtNDU3Ni04MDgwLThmNjljYmExOTk3ZSJ9.hMnGCPvPo8vWp0saQL8Z-gP3w0IDmsgAusIQCJPixpc" class="fr-fic fr-fil fr-dib" width="472" height="163"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 26. Product tax Code in the Dev Tools </strong></span></p><p><br></p><p>To work out the value you need to enter under this column, look for the value shown in the payload after the field name.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjcwYzg5MzA3LTRiMGQtNDcxNC05NmU3LTRiOTcxODdhYzY4ZiJ9.vK4YJZuOd_CYKyoNB5hVF-blJe0ke1wDVhCAHBXYDlM" class="fr-fic fr-fil fr-dib" width="472" height="163"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 27. </strong></span><span style="font-size: 10pt;" data-pasted="true"><strong>Product tax Code set to "Sales Tax 20%" in the Dev Tools </strong></span></p><p><br></p><p>Add the field name as a new column header on your spreadsheet, and fill in the values accordingly.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImRlOGJkOGFlLTY3MjEtNGYyZC05MGI0LTRkNDQxY2U4N2MzMyJ9.xuiuXADspQxub22eqy73HH7EisUwVylQjAgEjFoQ8jQ" class="fr-fic fr-fil fr-dib" width="1149" style="width: 1151px; height: 86.4724px;" height="86"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 28. Adding the </strong></span><span style="font-size: 10pt;" data-pasted="true"><strong>Product tax Code field to the spreadsheet</strong></span></p><p><br></p><p>Run the import as normal, and the field will update to the specified value.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQ3NzdmY2FjLTZkNWItNDc0MS04NTVmLTQyMjcyOTAyZDE4MSJ9.L4ws4CR1M37RH7mcd-Mk4eVnJOCwNj1-dHFfcTn72OU" class="fr-fic fr-fil fr-dib" width="1007" style="width: 1009px; height: 408.907px;" height="409"></p><p data-pasted="true"><span style="font-size: 10pt;" data-pasted="true"><strong>Fig 29. Imported P</strong></span><span style="font-size: 10pt;" data-pasted="true"><strong>roduct tax Code</strong></span></p><p style='margin: 0px; color: rgb(0, 0, 0); font-family: "Segoe UI", "Segoe UI Web (West European)", "Segoe UI", -apple-system, BlinkMacSystemFont, Roboto, "Helvetica Neue", sans-serif; font-size: 13px; font-style: normal; font-variant-ligatures: normal; font-variant-caps: normal; font-weight: 400; letter-spacing: normal; orphans: 2; text-align: start; text-indent: 0px; text-transform: none; widows: 2; word-spacing: 0px; -webkit-text-stroke-width: 0px; white-space: normal; text-decoration-thickness: initial; text-decoration-style: initial; text-decoration-color: initial;'><br></p><p data-pasted="true"><span style="font-size: 14pt;"><strong>Limiting Rows</strong></span></p><p data-pasted="true">The "Maximum number of XLS rows" number of rows to import can be determined in Configuration > Advanced Settings. This will be set to "0" by default, which sets no limit.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjY4YjY2NzZiLTIzODItNDA2ZC1iYjYzLWNhNDlkN2ZhYzMyNiJ9.QppG8-tWN3AlesgufjsXn8AztAot5SrsN6EmPfNdABo" width="498" height="217" class="fr-fic fr-dii"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 30. Limiting row numbers</strong></span></p><p><br></p><p data-pasted="true">The value set here will be the total number of rows available to import at one time. For example, setting this to 1 will only import 1 row. When trying to import more than that, only the allowed amount will be imported as below.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjY4ODY4ZDZlLTMxYzgtNDUwMC04NmRmLWExMGM2MWJlMGVjZSJ9.9UnMm97hox1BGYTmNxjKS6MNd7KiOLGsTk075k2L2DU" width="1123" style="width: 1125px; height: 167.81px;" height="168" class="fr-fic fr-dii"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 31. Importing only one row out of two</strong></span></p>
