Import Services

Pre-Conditions:

Make sure to:

• Use the Services Import Template provided.
• Include the Service Name (this is required).
• Remove duplicate records. If duplicates are present, they will still be imported separately.
• Check for bad data (missing fields, typos, invalid values).
• Delete the column headers (the first row of the file) before importing. If not removed, the import may fail.

Note: Columns marked with an asterisk (*) are required.

SERVICES IMPORT TEMPLATE

How to Import Services

1. Go to
   Settings > Integrations > Import List

2. Click ACTIONS and select Import Services from the dropdown.

3. In the Import Services window:

• Choose your Timezone
• Click Upload and select the correct Excel file
• Match the columns from your file to the system fields
• Click Save

4. Wait for the import to finish:

• The status will show as COMPLETE once done
• For large files, this may take a few minutes

5. Verify the import:

• Click the 3 dots beside the status and select Details

6. Check if the import was successful:

• The Total Rows should match the Successful Rows

7. If everything looks good, go to:
Settings > Inventory > Inventory List
to spot-check and confirm that the data is correct

If there were errors:

• The failed rows will not be imported.
• Check the line number, row content, and error message under the Error tab.
• You can export the error report to Excel.

Fix and re-import:

• Open your original file
• Correct or remove the rows with issues
• Repeat the import steps using the updated file