Importing Tasks

SupportDesk has the ability to load external 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 Task data from the SupportDesk database to a CSV file, which you can learn more about on the Exporting Tasks 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 the File

In the WebServer, go to Import CSV from Settings.import csv file pageSelect the file to import records and click Import. If there are errors they will be listed. The error log is listed to the file suppdesk.err. You need to review the errors. 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.

Import Format

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.

Task Record – Type AC

A Code “AC”
B Identifier Numeric. Mandatory and sequential
C Type Numeric
D Customer Up to 40 characters
E Contact Up to 40 characters
F Reference Up to 40 characters
G Product Up to 40 characters
H Version Up to 16 characters
I Detail Up to 128 characters
J Conclusion Up to 128 characters
K Creation date 10 characters (date)
L Creation time 5 characters HH:MM, 24-hour clock.
If omitted, current time is used.
M-R Date reminder & time reminder, scheduled date & time, complete date & time
S Budget Numeric
T Percentage Numeric
U Actual Numeric
V Archived Numeric
W Flags Numeric
X Author Up to 40 characters
Y Assignee Up to 40 characters
Z Reminder Numeric
AA Completed Numeric
AB Expected elapse time 5 characters HH:MM, 24-hour clock.
If omitted, current time is used.
AC Actual elapse time 5 characters HH:MM, 24-hour clock.
If omitted, current time is used.
AD Source Up to 16 characters
AE Duration No & Duration type
AG Hours Numeric
AH-AK Rater per hour, total hours, rate per day, total days
AL Supplier Up to 40 characters
AM Inventory Numeric
AN SLA Numeric
AO Comms Up to 120 characters
AP Source ID Numeric
AQ Completed by Up to 40 characters
AR Org Numeric

 

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