<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 Suppliers using CSV/XLS/Spreadsheet Method</strong></p><p><strong>- Finding additional fields to Import </strong></p><p><strong>- Limiting Rows</strong></p><p><strong><br></strong></p><p><strong>Configuration Settings Guides:</strong></p><ul><li style="font-weight: bold;"><a href="https://usehalo.com/haloitsm/guides/1861" target="_blank" rel="noopener noreferrer"><strong>Suppliers</strong></a></li></ul><p><br></p><p><span style="font-size: 14pt;" data-pasted="true"><strong>How to Import Suppliers using CSV/XLS/Spreadsheet Method</strong></span></p><p data-pasted="true">This guide covers how to import Suppliers using an XLS Template. This spreadsheet is used for creating new, or updating existing Supplier Records .</p><p><br></p><p>Navigate to Configuration > Suppliers. Head to the Imports section and set the "Unique identifier for Suppliers". The fields specified here will be used to match imported records to existing records, allowing existing Suppliers to be updated rather than duplicated.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImVkYzAyMmQ2LWNlZWItNDJkZC1iZDc0LTk3NjFhMzBjMzI5MiJ9._ggCaKa1htFiloWnsc_KvY13t799LSjCB_IhYNhkWfY" class="fr-fic fr-fil fr-dib" width="744" style="width: 746px; height: 294.994px;" height="295"></p><p><span style="font-size: 10pt;"><strong>Fig 1. Unique Identifier for Suppliers</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 "Import Suppliers" button shown in Figure 1 to open the import screen. If open, close the File Explorer, and click "Download Samples" to download the XLS templates.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImQ3OTExOGQzLTZiMzEtNDc4My05NTdmLTVjZWI2NThkNDc1ZSJ9.cxtQ6SWWTCpiPg19NpPpr1PSK-MFsdOxbLiAuJHgL-Y" class="fr-fic fr-fil fr-dib" width="1129" style="width: 1131px; height: 315.474px;" height="315"></p><p><span style="font-size: 10pt;"><strong>Fig 2. Download Samples option</strong></span></p><p><br></p><p data-pasted="true">This will download a folder called "importspreadsheetsweb".</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImVjYjk2ODkzLTBlMDEtNDY3ZS05NmNhLTM1MzQ4YmUyNjgyNSJ9.JaUnG3-KgMQWo7MCdd8gka--7alGMDoTleJBoLkyJaU" class="fr-fic fr-fil fr-dib" width="938" style="width: 940px; height: 241.839px;" height="242"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 3. 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><strong><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQ0MmYyMzgwLTIwMWYtNDFhOC04ZDM3LTExNjNiOGI1MjYyMCJ9.0h2Pm-wvqtR0h92GN1p318O5h8GTjw7diUrUxfH-u3U" class="fr-fic fr-fil fr-dib" width="929" style="width: 931px; height: 208.505px;" height="209"></strong><span style="font-size: 10pt;"><strong>Fig 4. Example Spreadsheets</strong></span></p><p><br></p><p data-pasted="true">Within this folder locate and open the XLS file titled "Suppliers".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjlhZGYzYzkzLWIwMzItNDcyYS1iNGNjLWViNGUzZGU3YWU3NyJ9.TZusWSPQ6C-U48vNoFtQx6GWYe6p84RBYtFyFW0-3CA" class="fr-fic fr-fil fr-dib" width="929" style="width: 931px; height: 452.88px;" height="453"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 5. Supplier 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.eyJpZCI6IjUzYmY2ZGMxLTY5ZGUtNGFjNC04OTk2LTY5OTM4NTI0MTIxNiJ9.vKIBhZC8BXn__wfAt3OrbdFNdnpnDN3muD2fACYeokc" class="fr-fic fr-fil fr-dib" width="929" style="width: 931px; height: 149.504px;" height="150"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 6. Import Data sheet</strong></span></p><p><br></p><p data-pasted="true">You can now enter your Supplier 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 Supplier 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 Supplier. </strong></span></p><p><br></p><p>Once you have entered all the Supplier data, save your spreadsheet with an identifiable name.</p><p><br></p><p>In Halo, return to Configuration > Suppliers, and click "Import Suppliers".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjU2ODZlNTg1LTQzMjktNGM5Mi1hNzY1LTYxN2Y0N2E0NGYzMiJ9.1_POTea3wsC33sMNS3C7V9la9pG-WLE1tkXRpSo1azM" class="fr-fic fr-fil fr-dib" width="733" style="width: 735px; height: 291.04px;" height="291"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 7. Import Suppliers 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.eyJpZCI6IjAxYjU3MGE4LThmNWMtNDU4MS1hYjVmLTgwOTQyODU3NmRjZSJ9.a8yNWHYkiQkfDw1M2gZ2EgxcZgrAzK7LrWVv3k_ZNK8" class="fr-fic fr-fil fr-dib" width="992" style="width: 994px; height: 289.471px;" height="289"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 8. 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.eyJpZCI6Ijc0MzgzNWVjLWRmNTMtNDJhMS04MGY2LWM2NmUyOGIzMTMyMiJ9.tIiTPUwvZXTgpB-aRHweG9vPaIQON8IioCjO8bMhvIU" class="fr-fic fr-fil fr-dib" width="997" style="width: 999px; height: 145.542px;" height="146"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 9. Importing values</strong></span></p><p><br></p><p data-pasted="true">You will now see any new records in the Suppliers Area.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjQ1OWEwZDhmLTE3NjQtNGNiNy05NWU4LTI5OGYyYzQ0OTdmZCJ9.oh255oHyytFpjff1N9UzolRW_wYLCXiKDXZQx-fYlXw" class="fr-fic fr-fil fr-dib" width="1002" style="width: 1004px; height: 471.055px;" height="471"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 10. Imported Suppliers </strong></span></p><p><br></p><p data-pasted="true"><span style="font-size: 14pt;"><strong>Finding additional fields to Import</strong></span></p><p data-pasted="true"><span style="font-size: 12pt;"><strong>Custom Fields</strong></span></p><p>Custom Fields 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, "CFProductType" (As custom fields do not contain spaces):</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjU3ZjJmOGQ0LWY0ZGMtNDA1Ny05MGRmLWYxYzIzMzJhYWJkNiJ9.f_33SJGlEY5AQk-_4pOEPWnWX1xL1ggf4QVJY7sQ_lQ" class="fr-fic fr-fil fr-dib" width="1036" style="width: 1038px; height: 81.6787px;" height="82"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 11. Custom Field on spreadsheet</strong></span></p><p><br></p><p data-pasted="true"><span style="font-size: 12pt;"><strong>System Fields</strong></span></p><p>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 data-pasted="true"><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><strong><em>Note: Appending this on your URL may redirect you to the main Suppliers Area. Simply click into a Supplier record to view the field names.</em></strong></p><p><br></p><p data-pasted="true">In the below example I am looking to set the "Reference" for my Supplier.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjhhYWIxNzIxLTc4ZDctNDk0Yi1iNjU4LTdhNzVhNzBlMjgyNyJ9.LQCk6th9d4XZT0h-3hb3QayzuQUhpRMM6dVJ30w4stA" class="fr-fic fr-fil fr-dib" width="1085" style="width: 1087px; height: 569.242px;" height="569"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 12. JSON field name </strong></span></p><p><br></p><p>Copy the value between the brackets and paste this as a column header. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImU3YzFmMjUzLWIwYjUtNGNkOC04NTNjLTMyNzVjZjhjNzk3OCJ9.bXKdlZhUCF5yG2K63be-rXKm4AJBFzaomVKK12yJImQ" class="fr-fic fr-fil fr-dib" width="983" style="width: 985px; height: 77.1279px;" height="77"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 13. Adding the Reference field to the import spreadsheet</strong></span></p><p><br></p><p data-pasted="true">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.eyJpZCI6IjVhMDQ3MjlmLTMxNTEtNDdkYi05ZTM3LTdkZjcwZTE1YzhmMSJ9.XxHTKd8B4qLnd59WqVa-QZKsJZrXa73cJLabdlc5PAI" class="fr-fic fr-fil fr-dib" width="431" style="width: 433px; height: 588.104px;" height="588"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 14. Imported Reference field </strong></span></p><p><br></p><p data-pasted="true"><span style="font-size: 12pt;"><strong>Alternative method for finding Fields and Field Values</strong></span></p><p>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 Supplier to not be a Manufacturer. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjIwZDZjMTI4LTAwOTgtNDNiOS1iMGU0LTIxMmUwY2E1ODliMCJ9.lWoIHwUHKeHsLxWINoQJEP_aECfY38VjFbxK0uvDsqo" class="fr-fic fr-fil fr-dib" width="1286" style="width: 1288px; height: 525.933px;" height="526"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 15. Network tab </strong></span></p><p><br></p><p data-pasted="true">When I click "Save" additional entries will show. Select the entry with the entity name, in this case "Supplier", 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.eyJpZCI6ImM3MTU1NWQwLTVkNTMtNDM5My05MTEwLThmOGFhMjQ0YzdjNyJ9.-vsR1C21nu7mEWCNJMLWomFruRKzjKqHnppTc9PxRGo" class="fr-fic fr-fil fr-dib" width="1276" style="width: 1278px; height: 413.178px;" height="413"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 16. Payload from editing the "<span style="font-size: 10pt;" data-pasted="true"><strong>Is a Manufacturer</strong></span>" field</strong></span></p><p><br></p><p data-pasted="true">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.eyJpZCI6ImViNzgzYjk5LWM1YmMtNDA0My1iYmExLWIwYjUxYjZlZjE2ZCJ9.V1nxESv-JO9iS0zkahwJOk9aHcQ35iMggt9wu5QGi_k" class="fr-fic fr-fil fr-dib" width="469" height="157"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 17. </strong><strong>"Is a Manufacturer" field in the Dev Tools </strong></span></p><p><br></p><p data-pasted="true">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.eyJpZCI6ImFmYzU1M2VkLTMwNjktNGE1Zi04Y2IyLTdjYjQzZWQ3NDgxMyJ9.NCuNiWXABFYKv3NPgRVsOkbV8WxsKEk3PneVeWYCSXM" class="fr-fic fr-fil fr-dib" width="468" height="157"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 18.</strong><strong>"<span style="font-size: 10pt;" data-pasted="true"><strong><span style="font-size: 10pt;" data-pasted="true"><strong>Is a <span style="font-size: 10pt;" data-pasted="true"><strong>Manufacturer</strong></span></strong></span></strong></span>" set to "false" in the Dev Tools </strong></span></p><p><br></p><p data-pasted="true">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.eyJpZCI6IjQyNjUxMTE5LWU1M2MtNDM0Ny1iYjZhLTgxOTM0YmZiMDIyMyJ9.dRxDVxjN7fP7a3u5X1rOVet9O7uqSBcwoiy0JmFBmzM" class="fr-fic fr-fil fr-dib" width="1078" style="width: 1080px; height: 74.4828px;" height="74"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 19. Adding the </strong><strong>"Is a Manufacturer" </strong><strong>field to the spreadsheet</strong></span></p><p><br></p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;" data-pasted="true">Run the import as normal, and the field will update to the specified value.</p><p style="box-sizing: inherit; margin: 0px; line-height: 1.4285em;"><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjRhMWRlM2VhLTc3NWItNDJhMi1iODViLTMwNTVmZTAxOWY3MiJ9.T8AJgeTvLH9rm6OPyv3j_NU5aXS1wnlGu0JRmCFWltM" class="fr-fic fr-fil fr-dib" width="622" height="606"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 20. Imported "Is a Manufacturer"</strong></span></p><p><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" class="fr-fic fr-fil fr-dib" width="498" height="217"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 21. 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" class="fr-fic fr-fil fr-dib" width="1123" style="width: 1125px; height: 167.81px;" height="168"></p><p data-pasted="true"><span style="font-size: 10pt;"><strong>Fig 22. Importing only one row out of two</strong></span></p><p><br></p><p><br></p>
