If you require existing data to be imported in your TeamSupport account, please populate the attached spreadsheet and submit a ticket to our team with the file attached.

The following describes the worksheets within the import spreadsheet.  Please note, Any reference to Products & Assets applies to the Enterprise edition only.  

Worksheet: Settings

This worksheet defines settings for importing.

Key: TicketTypes (We auto create Support, Defects, Features, Tasks as ticket types - but these are completly customizable.  See here.)

Value:  Set the value to a comma separated list of ticket types you would like to import.  These values must have a worksheet with the same name within the document.

Users

This worksheet defines your users.

UserID: This must be a unique value to identify a user.

Email: User’s email address.  This is used for the person to login.

FirstName, LastName, MiddleName: Users name.

Title: User’s title.

Password:  Sets the user up with a predetermined password.

IsSystemAdmin: Sets the user up as a system admin. (TRUE or FALSE)

IsFinanceAdmin: Not used.

IsActive:  Sets the user as an active user within the TeamSupport application.  (TRUE or FALSE)

Groups

This worksheet defines your groups.

GroupID: A unique value to identify the group.

Name: The name of the group.

Description: A description of the group.

UserGroups

This worksheet will associated Users to Groups.

UserID: A valid UserID located in the Users worksheet.

GroupID: A valid GroupID located in the Groups worksheet.

Customers

This worksheet defines all of your customers.

CustomerID: This must be a unique value to identify a customer.

Name: This is the name of the company.

Domains: This identifies a domain associated with a customer for incoming emails.

Website: The customer’s website.

Contacts

This worksheet defines your contacts.

ContactID: This must be a unique value to identify a contact.

CustomerID: A valid ContactID located in the Customers worksheet.

Email: Contact’s email address.  This is used for the person to login.

FirstName, LastName, MiddleName: Contact’s name.

Title: Contact’s title.

PrimaryContacts

This worksheet will associated contact as a primary contact for a customer.

ContactID: A valid ContactID located in the Contacts worksheet.

CustomerID: A valid CustomerID located in the Customers worksheet.

Products 

This worksheet will define your products.

ProductID: This must be a unique value to identify a product.

Name: This is the name of your product.

Description: This is the description of the product.

Versions

This worksheet defines your versions for your products defined in the products worksheet.

VersionID:  This must be a unique value to identify a version.

ProductID: This is a valid ProductID from the Products worksheet.

VersionNumber: This is a string to represent your version.

Description: Describes the verison.

ReleaseDate: The date the version was released.  (DATE)

IsReleased: Indicates the version was released. (TRUE or FALSE)

Tickets

These worksheets are defined in the settings worksheet.  The default is Support, Defects, Features, Tasks.

TicketID: This must be a unique value within all the ticket worksheets to identify a ticket.

TicketNumber: This must be a unique value within all the ticket worksheets and it must be a number.

UserID: This is can be a valid UserID from the Users worksheet to identify who the ticket is assigned to, or it can be left blank.

GroupID: This can be a valid GroupID from the Groups worksheet to identify which group owns the ticket, or it can be left blank.

ProductID:  This can be a valid ProductID from the Products worksheet.

ReportedVersionID: This can be a VersionID from the Versions worksheet.  

ResolvedVersionID: This can be a VersionID from the Versions worksheet.

TicketStatus: This is a text value to indicate the status of the ticket.

TicketSeverity: This is a text value to indicate the severity of the ticket.

Name: This is the name of the ticket.

CreatorID: This can be a valid UserID from the Users worksheet.

DateCreated: This can be the date when the ticket was created.

ModifierID: This can be a valid UserID from the Users worksheet.

DateModified: This can be the date when the ticket was last modified.

CloserID: This can be a valid UserID from the Users worksheet.

DateClosed: This can be the date when the ticket was closed.

Actions

This worksheet defines actions associated with a ticket.

ActionID: This must be a unique value to identify an action.

TicketID: This must be a valid TicketID from one of the ticket worksheets.

Name: This is the name of the action.

DateCreated:  This is the date when the action was created.

CreatorID: This can be a valid UserID from the Users worksheet.

ActionType: This can be Description, Resolution, or Email as one of our system types, or you can put any value in here to define your own.

DateStarted: This indicates the date the action was started.

TimeSpent: This indicates the minutes spent working on this action.

VisibleOnPortal:  This indicates whether or not the action will be visible on the portal (TRUE or FALSE)

Description: This is the description of the action.

Addresses

This worksheet defines addresses for Customers, Contacts, and Users

ReferenceObject: This tells the importer what type of ID to attach the address to.  The values can be “Customer”, “Contact”, or “User”.

ObjectID: The unique ID from the referenced worksheet from the ReferenceObject

Description: The description of the address.

AddressLine1, AddressLine2, AddressLine3, City, State, Zip, Country: These are the address details.

PhoneNumbers

This worksheet defines phone numbers for Customers, Contacts, and Users

ReferenceObject: This tells the importer what type of ID to attach the phone number to.  The values can be “Customer”, “Contact”, or “User”.

ObjectID: The unique ID from the referenced worksheet from the ReferenceObject

PhoneType: This can be any value you wish.  Examples: Office, Cell, Home.

PhoneNumber: The phone number.

Extension: The extension.

CustomerNotes

This worksheet attaches notes to a customer.

CustomerID: This must be a valid CustomerID from the Customers worksheet.

Title: The title of the note.

CreatorID: This must be a valid UserID from the users worksheet.  This can be blank.

DateCreated: The date the note was created. This can be blank.

Description: The note itself.

CustomerProducts

This worksheet defines a product for a customer.  It can also include a specific version.

UniqueID: A unique ID for each record.

CustomerID: This must be a valid CustomerID from the Customers worksheet.

ProductID: This must be a valid ProductID from the Products worksheet.

VersionID: This must be a VersionID from the Versions worksheet.  (Optional)

CustomerTickets

This relates customers to tickets.

CustomerID: This must be a valid CustomerID from the Customers worksheet.

TicketID: This must be a valid TicketID from a ticket worksheet.

ContactTickets

This relates contacts to tickets.

ContactID: This must be a valid ContactID from the Contacts worksheet.

TicketID: This must be a valid TicketID from a ticket worksheet.

Attachments

This will attach files to your actions

ReferenceObject: This tells the importer what type of object to attach to.  Currently “Actions” is the only valid object for importing.

ObjectID: The unique ID from the referenced worksheet from the ReferenceObject

Folder: A relative subfolder from your root attachments directory.

FileName: The name of the file to attach.

Wiki

This defines the wiki articles you wish to import.

WikiID: A unique ID for each wiki.

ParentID: A WikiID.  This is can be blank.

ArticleName: The title of the article.

Body: The body of the article.

Version: The version of the article.

PublicView: Can the public view this article? (TRUE or FALSE)

PublicEdit: Can the public edit this article? (TRUE or FALSE)

PortalView: Can a portal user view this article? (TRUE or FALSE)

PortalEdit: Can a portal user edit this article? (TRUE or FALSE)

Private: Only you can see the article? (TRUE or FALSE)

IsDeleted: Mark the article as deleted? (TRUE or FALSE)

CreatedBy: A valid UserID from the Users worksheet.

CreatedDate: The date the article was created.

ModifiedBy: A valid UserID from the Users worksheet.

ModifiedDate: The date the article was last modified.

Assets

This worksheet defines your assets to be imported.

AssetID: This is a unique ID to identify each asset.

SerialNumber: The serial number of the asset.

Name: The name of the assed.

Location: The location of the asset.

Notes: Notes for the asset.

ProductID: A valid ProductID from the Products worksheet.

WarrantyExpiration: A date indicating when the product expires.

AssignedTo: A valid UserID from the Users worksheet.

DateCreated: The date the asset was created.

CreatorID: A valid UserID from the Users worksheet.

SubPartOf: A parent AssetID.  This is optional.

Status: The status of the asset.