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

The image below will show you how to download the One-Time Import Template.

Bulk_1-Time_Import_Templates.gif

 

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
service_line

The abbreviation of the Service Line for this Service.

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

The description of the work to be done.

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

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

Format: YYYY-MM-DD
*required
service_window_end

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

Format: YYYY-MM-DD
preferred_start_time

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)
preferred_techs

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.
estimated_price

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)
estimated_duration

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.)
location_name

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

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

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

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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