<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><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><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><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><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><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;
}
</style><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;
}
</style><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;
}
</style><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;
}
</style><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;
}
</style><p><span class="fr-video fr-fvc fr-dvb fr-draggable fr-active haloitsmvideo" contenteditable="false" draggable="true" style="display:none;"><iframe width="640" height="360" src="https://www.youtube.com/embed/qj9TIR0Wa60?wmode=opaque" frameborder="0" allowfullscreen="" class="fr-draggable"><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span></iframe> </span></p><p><span class="fr-video fr-fvc fr-dvb fr-draggable haloservicedeskvideo" contenteditable="false" draggable="true" style="display:none;"><iframe width="640" height="360" src="https://www.youtube.com/embed/Y3sAmQEu3QM?wmode=opaque" frameborder="0" allowfullscreen="" class="fr-draggable"><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span></iframe> </span></p><p><span class="fr-video fr-fvc fr-dvb fr-draggable halopsavideo" contenteditable="false" draggable="true" style="display:none;"><iframe width="640" height="360" src="https://www.youtube.com/embed/Wmov5AaJu2Q?wmode=opaque" frameborder="0" allowfullscreen="" class="fr-draggable"><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span><span class="fr-mk" style="display: none;"> </span></iframe> </span></p><p><strong>In this guide we will cover:</strong></p><p id="isPasted"><strong>- Spreadsheet templates for imports</strong></p><p><strong>- How to complete an import</strong></p><p><strong>- Importing Data to Specific Fields</strong></p><p><strong>- Finding Errors When Importing</strong></p><p><br></p><p><br></p><p><strong><span style="font-size: 14pt;">Spreadsheet templates for imports</span></strong></p><p>How to import data into the relevant areas of your system.</p><p><br></p><p>Importing data via a spreadsheet allows you to create entities in your Halo instance by entering the details of each entity on a spreadsheet, then importing this spreadsheet into your instance. Imports can also be used to update the data against existing entities. </p><p><br></p><p><strong><em>Note: To update existing tickets, you will need to include the ticket ID in the spreadsheet, this will be used to match data to existing tickets. The column will need to be called 'ID'. </em></strong></p><p><br></p><p>The best place to start before completing any imports, is with a template spreadsheet to gauge the information needed dependent on what you're importing.</p><p><br></p><p>You can download our example import spreadsheets from <a href="https://s3.haloservicedesk.com/importspreadsheetsweb.zip" rel="noopener noreferrer" target="_blank">https://haloservicedesk.com/importspreadsheets</a></p><p><br></p><p>Each spreadsheet will have its own instructions for importing to the chosen area of halo, on a separate tab of the spreadsheet, for example:</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjMyY2E2NWJiLTY0NzYtNDYxZi1hMTgzLWE3MmJkNjYxZWYzZCJ9.zvh-h-ds99pRhpku8C82nPp1bTYkLTffI9bVjcPrLds" class="fr-fic fr-dii" width="963" height="102"></p><p><strong><span style="font-size: 10pt;">Fig 1. Instructions for importing on spreadsheet</span></strong></p><p><br></p><p>Generally, always leave the headings in blue as they are. If you don't have this information, just leave the column name the same and the rows blank, rather than removing the column.</p><p><br></p><p>You can also add custom fields by field name at the end of the spreadsheet and these will be imported too - it's important that the custom field has been created beforehand. The column name will be: cfname, where name would replace the actual name of your custom field i.e. cfamountdue</p><p><br></p><p>An example entry from a ticket import spreadsheet is shown below, where you can see some of the default columns filled in appropriately:</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijg1ZDI0ZjUxLWNjZTEtNDMzNS1iMTM4LTE3YzdhYTNiMzBlYSJ9.CjEmrG3cAEIIKSbDXx_oXa0AdQOXO6hQPxjBV_SGJGw" class="fr-fic fr-dii" width="1714" height="84"></p><p><strong><span style="font-size: 10pt;">Fig 2. Example entry for ticket import spreadsheet</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">How to complete an import- example using ticket imports</span></strong></p><p>To get started with a ticket import for example, first navigate to Configuration > Tickets > General Settings and scroll to near the bottom of the page - you'll see the following:</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjYyMmZhYzkyLTM2YWYtNDgzNS04NmQ2LTA3MjIwMmQxZDlmMSJ9.KMCD-2qtljyBAUpIDxAHU4Lv5G4rV7b6NCTniXxcOq0" class="fr-fic fr-fil fr-dib" width="742" style="width: 742px; height: 143.193px;" height="143.193"></p><p><strong><span style="font-size: 10pt;">Fig 3. Ticket import section</span></strong></p><p><br></p><p>If this is your first time importing into halo, after clicking on "Import Tickets" you can click out of the document file selection screen and download sample spreadsheets from the halo import screen:</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImM0OGYwMDVmLWUyOGEtNDg3OS1hOWIyLTJjNmY0YzdlOWU1NiJ9.BF_Ox0L6rLAgpzmhmK_KI-EKxRJakp_ykFyM4PlDmPo" class="fr-fic fr-fil fr-dib" width="428" style="width: 428px; height: 168.789px;" height="168.789"></p><p><strong><span style="font-size: 10pt;">Fig 4. Download samples button</span></strong></p><p><br></p><p>To import from an existing spreadsheet, click 'Import Tickets' and it will bring up your documents file. Select the ticket spreadsheet that you have configured:</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijg1ZjA1Mjg3LTk0N2UtNGIyZi05YWZlLWQ1YzQ5NjI4YjE5MyJ9.82VXGVVQJhBzTVq5z6bJejzQ-nXoBIaUWQXJaGwoADY" class="fr-fic fr-dii" width="471" height="317"></p><p><strong><span style="font-size: 10pt;">Fig 5. select spreadsheet to import from</span></strong></p><p><br></p><p>Once selected, this will show the rows that will be imported into Halo from the spreadsheet, as shown below:</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImUxNWU3NzYzLTJhOTQtNDJjMS05NjJjLTg4NTA3MzM5YjQ0NyJ9.BEvi7EcggVHppmj3Y9_FFRYy5Uk5YE91rez3PSJaqHo" class="fr-fic fr-fil fr-dib" width="692" style="width: 692px; height: 190.815px;" height="190.815"></p><p><strong><span style="font-size: 10pt;">Fig 6. Import preview</span></strong></p><p><br></p><p>You have the option to select/deselect which tickets you'd like to import. Once happy, you can click 'Start' in the top-right corner. Clicking on the first checkbox beside the "Result" column, will select all of the rows to be imported, and unselecting it will unselect all rows that are to be imported. </p><p><br></p><p>The 'Result' column will then update with whether the import of each item has been successful or has failed. If you encounter any failures and are unsure why, hit "Fn + F12" on your keyboard to see the message in the 'Console' tab of the development tools on your browser, if you have further troubles, please contact Halo support.</p><p><br></p><p><strong><span style="font-size: 12pt;">Completing imports for other entities</span></strong></p><p>This process is similar for each type of import - please see below for where to navigate to so that you can complete different imports:</p><p><br></p><p><strong>Actions: </strong>Configuration > Tickets > General Settings > *scroll to nearly the bottom* > Import Actions</p><p><br></p><p><strong>Assets:</strong> Configuration > Asset Management > General Settings > *scroll to the bottom* > Import Assets</p><p><br></p><p><strong>Asset Types: </strong>Configuration > Asset Management > General Settings > *scroll to the bottom* > Import Asset Types</p><p><br></p><p><strong>Clients and Sites: </strong>Configuration > Users > General Settings > *scroll to the bottom* > Import Clients & Sites</p><p><br></p><p><strong>Client Contracts: </strong>Configuration > Contracts > *scroll to the bottom* > Import Client Contracts</p><p><br></p><p><strong>Items: </strong>Configuration > Items and Stock Control > Import Items</p><ul><li>The default for billing period for recurring items can be imported using the column header "item_default_billing_period_string".</li></ul><p><strong>Stock: </strong>Configuration > Items and Stock Control > Import Stock</p><p><br></p><p><strong>Knowledge Base Articles: </strong>Configuration > Knowledge Base > *scroll to the bottom* > Import Articles</p><p><br></p><p><strong>Appointments: </strong>Configuration > Calendars and Appointments > General Settings > *Scroll to the bottom*</p><p><br></p><p><strong>Supplier Contracts: </strong>Configuration > Contracts > *scroll to the bottom* > Import Supplier Contracts</p><p><br></p><p><strong>Suppliers:</strong> Configuration > Suppliers > Import Suppliers</p><p><strong><br></strong></p><p><strong>Tickets: </strong>Configuration > Tickets > General Settings > *scroll to nearly the bottom* > Import Tickets</p><p><br></p><p><strong>Services: </strong>Configuration > Services > *scroll to the bottom* > Import Services</p><p><br></p><p><strong>Holidays: </strong>Configuration > Service Level Agreements > Workdays > "Holiday Tab" > Import Holidays <strong>Or </strong>Configuration > Teams & Agents > Workdays "Holiday Tab" > Import Holidays</p><p><strong><br>Users: </strong>Configuration > Users > General Settings > *scroll to the bottom* > Import Users</p><p><br></p><p><strong>Addresses</strong><strong>:</strong> Configuration > Users > General Settings > *scroll to the bottom* > Import Addresses</p><p><br></p><p>All imports other than Tickets, Actions, Client & Supplier Contracts and Knowledge Base Articles can also be used to update existing information - you just need to set a unique identifier in the Import set-up to ensure the existing records are matched. Please see the example below for a Clients Import:</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijg0ZjU2NjI5LTg1OTktNGZjYS1iYmFjLWQ5ZGEzNzA1MTUxYiJ9.Hvv0ckWsk5Vw79cRutK_-YKEO1UlsB1Wil0t5kqT-M0" class="fr-fic fr-fil fr-dib" width="1324" height="326"></p><p><strong><span style="font-size: 10pt;">Fig 7. set unique identifier for import</span></strong></p><p><br></p><p>The unique identifier here is 'Name', so if the name matches correctly between the spreadsheet and Halo, then that record will be updated, rather than a new record created.</p><p><br></p><p><strong><span style="font-size: 14pt;">Importing Data to Specific Fields</span></strong></p><p><span style="font-size: 11pt;">Halo has the ability to show the field names given to all areas of the application(Navigation Areas and Configuration Modules). To acheive this you can append any URL in Halo with "?showfieldnames=true", or if you already have a deep link you want to append, you can use "&showfieldnames=true". Some of the fields may not work for pulling through data, you can check the console for errors if the data is not importing, the error logs in the API are explained near the end of this guide.</span></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjE3M2FiNDQyLWY5YzQtNDhjNS1iYzJjLWUzOTVmMTU3NTYzYyJ9.b-mDgx-CP3npgaUg2lpkakEkUBYcUxoVd8H7_6vRaUo" class="fr-fic fr-fil fr-dib" width="1796" style="width: 1798px; height: 939.254px;" height="939"></p><p><strong><span style="font-size: 10pt;">Fig 8. Append URL with showfieldnames=true</span></strong></p><p><br></p><p>To import data to custom fields on Halo, the column name will be that of the custom field, meaning that if you have a custom field for example of the location of an office, and it appears as CFLocation on the custom field list, you would also give the column on the import the same name. You may notice that the custom fields will be displaying differently when using the showfieldnames URI parameter, this is because the unique id is stored and not the custom field name, when importing custom fields, use the name i.e. CFagentonsite</p><p><br></p><p><strong><span style="font-size: 14pt;">Importing Sites which belong to Multiple Customers/Organisations</span></strong></p><p>If you have set your "Customer-Site-User Relationship" in Halo, such that a site can belong to multiple customers (option shown in Figure 9). Site imports vi<span style="color: rgb(0, 0, 0);">a csv support creating and updating a site </span>with multiple organisations. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijk2YzEzZmMzLTU3MzQtNDhmYS1iM2NhLThiMzgxMmM2NTc1NCJ9.qiOSiiEru5RAiLSplY-O5Ge_NdLY1L_RkmqUdwue76M" class="fr-fic fr-fil fr-dib" width="1281" style="width: 1283px; height: 298.45px;" height="298"></p><p><strong><span style="font-size: 10pt;">Fig 9. Customer-Site-User-Relationship</span></strong></p><p><br></p><p>To do this you will need to structure your import template such that there is a row for each of your sites. For each site there must be a column containing the<span style="color: rgb(0, 0, 0);"> site name, </span>a column containing the default organisation (customer) for the site as well as another column containing all the organisations (customers) the site comes under. </p><p><br></p><p>These columns must be called "SiteName" (or Siteid), "CustomerName" and "siteclient" (respectively). </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjZhZjE5OTBkLTczYWYtNGNlYS1hZmI5LWI2MGI4NWU3MTdmMiJ9.eLRJKE8uNpMnGXPVxQ_K8rtIQAoz1h7blYzE-ZEtzpI" class="fr-fic fr-fil fr-dib" width="1170" style="width: 1172px; height: 188.041px;" height="188"></p><p><strong><span style="font-size: 10pt;">Fig 10. Example csv to import a site belonging to multiple clients</span></strong></p><p><br></p><p><strong>SiteName -</strong> Enter the name you would like the site to have. </p><p><strong>CustomerName -</strong> Enter the name of the default customer you would like this site to belong to. If this customer does not already exist in your instance, a customer with this name will be created. If the customer already exists <span style="color: rgb(0, 0, 0);">e</span>nter the name of the customer here. The client added here will be added to the site by default, they do not need to be added in the "Siteclient" column too. </p><p><strong>siteclient -</strong> Here you will need to add some nested JSON to determine the clients (customers) the site will be added to.</p><p><br></p><p><strong>JSON for siteclient</strong></p><p>The JSON entered in the column here must follow the following format:</p><p style="margin-left: 20px;"><em>[{"id":13, "name":"Tony's Tyre Emporium"}, {"id":17,"name":"Acorn Construction"}]</em></p><p><br></p><p>In which "id" is the ID of the client you would like to add this site to and "name" is the name of this client. </p><p><br></p><p>When the import is run the site will be created with the specified clients. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjMxMWUwM2I2LTcwMzAtNDIwMy04MjgyLWY1YTlkMjY0MWUzNCJ9.BhSbsjZbsrVqWd5NwILRiQrHu_ktIGeXDAw9YqE2FxQ" class="fr-fic fr-fil fr-dib" width="1383" style="width: 1385px; height: 533.848px;" height="534"></p><p><strong><span style="font-size: 10pt;">Fig 11. Newly Created site with specified clients</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Finding Errors When Importing</span></strong></p><p>As Halo is an API driven software, all of the fields accessible on Halo are logged on the developer console, changes made to a page will be found in the payload tab of network. To get specific field names you can use the developer console of your web browser. If for example I wanted to know the field name in the API of a certain variable of the assets section of Halo, I can find this by pressing "Fn+F12" which will open the developer console, use the network module of the console:</p><p> <img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjZlNTRlNzU3LWI1NjktNDFlNS1iZDQxLWY3NDIxMGYyM2IyNyJ9.eg3YXqV2J7hcxVF8d3jJQli3LjgCz41u7mgg8kRsCmg" width="813" height="559" class="fr-fic fr-dii"></p><p><strong><span style="font-size: 10pt;">Fig 12. developer console</span></strong></p><p><br></p><p>When a change to the assets configuration is made, you can see the fields that have changed. After I make a change on the details tab of an asset i.e. change the status to "Not Ready" I can see this change in the Payload tab(make sure to save the page so that the changes made will populate on the developer tools tab:</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjFjYjhkZmZmLTgyNjUtNDgzMC05Y2EyLTQ2ZWQ0NjZiMzZkNCJ9.FvqwWcli7PLhYpzjABwYIvn01SDIqJox_bhWmAJOkbs" class="fr-fic fr-fil fr-dib" width="1089" height="685"></p><p><strong><span style="font-size: 10pt;">Fig 13. change in payload tab</span></strong></p><p><br></p><p>As shown in the above screenshot, I have opened the dev tools menu navigated to Network > Fetch/XHR, made the status change on Halo and then clicked into the API call on the dev tools associated to the change. From here I can then go to the payload tab of the call and see all the changes made on the page. In this case it is the status_id field that has changed. So now I know to put the status_id field on the import sheet.</p><p><br></p><p>For a more detailed guide on how to import assets and asset data using a spreadsheet import, see our article <a data-fr-linked="true" href="https://usehalo.com/haloitsm/guides/1281/" id="isPasted" target="_blank" rel="noopener noreferrer"><strong>here</strong></a>.</p><p><br></p><p>For a guide on how to import recurring invoices see our article <a data-fr-linked="true" href="https://usehalo.com/halopsa/guides/1976/" id="isPasted" target="_blank" rel="noopener noreferrer"><strong>here</strong></a>.</p>
