Bulk Importing One-Time Services

Derek Torres
Derek Torres
  • Updated

This is a reference to bulk importing One-Time Services into ServiceTrade.

Before you get started on completing your One-Time Services Template import template, you should:

Note: It is important to test your bulk Imports. All of our customers should have a Demo ServiceTrade Account. Use your Demo Account to test the import first, to avoid duplication or creating errors in your Production Account. It is not possible to delete in bulk in ServiceTrade.
If you do not know what your Demo Account credentials are, please reach out to Customer Support.


How to Download the One-Time Services Import Template

  1. On the Nav Bar, click Customers.
  2. Then click Bulk Import.
  3. Then click the One-time Services tab.
  4. Click the one-time services import template link. This will download a csv. file to your computer.

One-time Services Import Template Field Definitions

Below is a list of the Field Names and Definitions used in the One-time Services Import Template.

Field Name Field Definitions

A comma-separated list of abbreviations for service lines that you wish to have enabled at this Location.

A good place to see all of the available Service Line abbreviations is on the bottom right of the My Account page in ServiceTrade.

Format Example: Entering the abbreviations


would enable the Equipment Maintenance, Planning, Programming, and Shop Service Lines for this Location



The description of the work to be done.

Note: Service Descriptions are visible to Technicians, office staff, and customers.


The date that the first instance of this Service will be due.

Format: YYYY-MM-DD
*required if 'service_window_end' has a date entered


The last acceptable date that this service may be scheduled to be performed.

Format: YYYY-MM-DD
*required if 'service_window_start' has a date entered


Is the time that either the customer or your office prefers that Appointments for this Service be Scheduled.
Leaving the field blank is treated as having no preferred start time.

Format: Must be in military time format (e.g. "13:00" for 1:00 pm) Only 15-minute increments of time are supported
(13:15, 13:30, 13:45)


Is a Tech or Techs that will automatically be assigned to the Appointments for this Service.

Format: Must be a comma-separated list of active usernames.
Usernames, if not known, are best retrieved from My Account > Users.


The estimated price in USD that the Customer will pay for this Service.
Estimated Price is primarily a visual, scheduling, and forecasting aid, and does not translate directly to the invoice.

Format: Must be formatted 0.00 with no commas.
(e.g. "24003.72" for $24,003.72 USD)


The estimated time that the Service will take to complete.

Format: Must be formatted 0.00 in quarter-hour increments.
(e.g. "12.25" for 12 hours 15 minutes.)


The exact name of the Location to which this Service will be assigned.


The asset ID that you wish to associate this Service with.
Asset IDs are best found via exporting "Locations with Assets" or exporting Assets.


The contract ID of the contract you want to be associated with this service.


The name of an existing Service Template you wish to use for this service.

Note: If you use this field to apply a Service Template, then only the location_id, asset_id, and template_name fields should be filled out, along with any external IDs if applicable.
If you have a template_name + the other fields not listed above, the row will fail to import and we will append an error explanation to the downloadable import failures file.

Service Templates are not the same thing as One-time Services Import Template CSV files.

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