Getting Started with Bulk Imports

Derek Torres
Derek Torres
  • Updated

This article will walk you through the basics of bulk importing and testing import failures. ServiceTrade offers the capability to bulk import:

 If you want to learn more about each specific type of import type, click the links above.

 

The Basic of Bulk Importing

To bulk import data into ServiceTrade, you will first need to download an import template. You will then fill out the import template with the relevant information in the correct column fields. Once done you will import the file into ServiceTrade. If there are failures, it will produce a list you can correct and re-import. 

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.

 

Step 1: Downloading an Import Template

  1. Click Customers.
  2. Then click Bulk Import.
  3. Then click the desired Import Type tab.
  4. There will be a link to download the CSV Import Template.

Example: This image below shows you how to download the Locations Import Template.
Locations_Template.gif

 

Step 2: Filling out the Import Template

You can use any spreadsheet software you like to open and edit your import template. However, we recommend you use Google Sheets.

Important Note: ServiceTrade uses 16-digit integers for entity IDs. Microsoft Excel automatically converts large integers to scientific notation (example: 1.2345E+19). We do not recommend you use Microsoft Excel.

Manually fill out the Import Template cell by cell using the specific Import Type Article linked above.

If you have exported information from another system that information should be copied and pasted into your import template to the correct columns.

Once complete save your spreadsheet as CSV File.

Note: Read the articles in this section to fully understand which fields are required, and what each field means in our import templates.

 

Step 3: Importing your File

  1. Click Customers.
  2. Then click Bulk Import.
  3. Then click the desired Import Type tab.
  4. Click Choose File.
  5. Find and select your Import File.
  6. Click Open to begin the Import.

Importing.gif

You will be directed to an Imports List. Once the import is complete you will be emailed, and ServiceTrade will show you how many rows of data Succeeded / Failed to import.

If all of your data was imported successfully great job! If you had rows fail you would need to download a failures CSV file and correct the failures. See the section below.

 

Fixing Import Failures

  1. Click the Download Failures link under the Actions column.
  2. Open the failures file in Excel (or similar spreadsheet software.)
    • The failures file is in the same format as your import template, except that we only show failed rows. We add a column on the far right explaining the failure reason.
  3. Resolve each row's reason for failure.
  4. Import the now corrected failures file.  
    • You may leave the failure reason column in place. It won't hurt anything and will be ignored by the importer.
  5. Repeat Steps 1-4 above until you have no more failures.

FAQs

I did an export from another system, and it is not importing into ServiceTrade.

Your export is almost certainly not in a usable format. You will need to move your data into one of our import templates by following the steps in Filling out the Import Template section.

 

What Activities (also known as permissions) do I need to bulk import?

See this article for all available Role Activities and Descriptions.

The Activities depends on the type of import being performed:

  • Locations:  Edit Location Info for Other Companies
  • Assets: Edit Assets One-time
  • Services and Recurring Services: Manage Jobs
  • Items and Prices: Admin Item List
  • Invoice Updates: Manage Invoices
  • Tax Group Postal Codes: Admin Account

 

Can I use the bulk import tools to update data?

The bulk import Item and Prices, Invoice Updates, Invoice Payments, and Tax Groups tool allows for bulk updates.

All other tools only create new data.  They do not update. If interested in bulk updating data, please open a ticket by emailing Support.

 

Why would I want to update Invoices?

If you manually export ServiceTrade Invoices and then recreate them in an external accounting system, you may wish to later bulk update them as "processed" or another status to indicate that action was taken.

 

How do I check the progress of a bulk import?

Click on Customers -> Bulk Imports.  This will take you to the import history. In-progress imports will show on this page, with a progress bar.

 

My bulk import seems to be stuck.

You may check the status of any bulk import on the bulk import tool index page.

If you were to see no progress for more than a few minutes, corrupt data may be the cause.

For any bulk import that seems to be stalled, there are no end-user troubleshooting steps. Open a support ticket and we will work to resolve it for you.

 

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