SupportDesk has the ability to load external Contact data files directly into the databases. You can therefore download data from any existing databases and populate the SupportDesk databases.
In addition, SupportDesk also has the ability to export your Contact data from the SupportDesk database to a CSV file, which you can learn more about on the Exporting Contacts Guide.
The files to be imported must be flat files of comma-separated values. Each line in the text file represents a SupportDesk record of a particular type. The first characters in each line indicate the type of record to be loaded. You should also note that special rules apply to some fields, please take advice from Support before loading new data type. You can use Import to execute a SQL string, but again please take advice from Support before doing this.
How to Import Files
In the WebServer, go to Import CSV from Settings.Select the file to import records and click Import. If there are errors they will be listed. You need to review the errors. The error log is listed to the file suppdesk.err. If there are no errors you can navigate away.
In the Windows interface the Import CSV option is on the Database ribbon tab/menu. You need to navigate to where the import file is located.
Excel column headings are supplied below to assist. You do not need to supply data for every field, just enter those you need. (Though there are some validation rules, these are not documented here.)
Dates should be entered as DD/MM/YYYY for UK format and MM/DD/YYYY if US format is in use.
Contact Record – Type CC
|B||Reference||Up to 40 characters, mandatory
(The Customer must exist).
If omitted, today’s date is used.
|D||Name||Up to 40 characters|
|E||Department||Up to 120 characters|
|F||Location||Up to 40 characters|
|G||Address Line 1||Up to 40 characters|
|H||Address Line 2||Up to 40 characters|
|I||Address Line 3||Up to 40 characters|
|J||Address Line 4||Up to 40 characters|
|K||Address Line 5||Up to 40 characters|
|L||Post Code||Up to 16 characters|
|M||Phone No 1||Up to 40 characters|
|N||Phone No 2||Up to 40 characters|
|O||Up to 120 characters|
|P||Fax No||Up to 40 characters|
|Q||Narrative||Up to 2000 characters|
|R||Title||Up to 60 characters|
|S-W||Extra Fields (pre 2002)||5 fields of up to 25 characters each|
|X||System Id||Numeric – leave blank for new records|
|Y||Salutation||Up to 25 characters|
|Z||Service Level||Up to 32 characters.|
|AA||Mobile||Up to 40 characters|
|AB||Classifications||Up to 10,000 characters|
|AC||Response||Up to 25 characters|
|AD||Assistant||Up to 40 characters|
|AE||Time Zone||Up to 16 characters|
|AH||Job Role||Up to 40 characters|
|AJ||IP Phone||Up to 40 characters|
|AK||Archive||0 for live, 1 for archive|
|AL||Primary Contact||0 for no, 1 for yes|
|AM||Expiry Date||10 characters (date)|
|AQ||News||Up to 400 characters|