Importing Master Template

You can create or update multiple items by importing Master Template for the selected page.

To create/ update multiple items using the Master Template:

1. Click Admin > Basic > Infrastructure > Master Import. The EXCEL MASTERS IMPORT page is displayed. 
   
   
   Figure: UPLOAD EXCEL tab

   Alternatively, click IMPORT on the ACTIONS panel of a page. You are redirected to the EXCEL MASTERS IMPORT page. For more information,

    click here.

   You can import data from Master Template on the following:

   INCIDENT MANAGEMENT

   • Incident Masters - Category
   • Incident Masters - Checklist
   • Incident Masters - Classification
   • Incident Masters - Closure Code
   • Incident Masters - Incident Handling Evaluation
   • Incident Masters - Location-wise Workgroup Routing
   • Incident Masters - Pending Reason
   • Incident Masters - Resolution Code
   • Other - Cost Configuration
   • Other - E-Mail Notification
   • Other - Feedback Question
   • Other - Major Incident
   • Other - SMS Notification
   • Other - User Type
   • Other - User Type Resource Mapping
   • Other - Work Order Configuration
   • SLA Configuration - Impact
   • SLA Configuration - Priority
   • SLA Configuration - Priority Matrix
   • SLA Configuration - SLA Matrix
   • SLA Configuration - SLA Matrix By CI
   • SLA Configuration - SLA Service Windows
   • SLA Configuration - Urgency
   • SLA Configuration - Workgroup SLA Window

   SERVICE REQUEST MANAGEMENT

   • Service Request Masters - Checklist
   • Service Request Masters - Classification
   • Service Request Masters - Closure Code
   • Service Request Masters - Feedback Question
   • Service Request Masters - Pending Reason
   • Service Request Masters - Resolution Code
   • Service Request Masters - Work Order Catalog Mapping
   • SLA Configuration - Impact
   • SLA Configuration - Priority
   • SLA Configuration - Priority Matrix
   • SLA Configuration - SLA Matrix
   • SLA Configuration - SLA Service Windows
   • SLA Configuration - Urgency
   • SLA Configuration - Workgroup SLA Window
   • User Type
   • User Type Resource Mapping

   PLATFORM

   • Analyst
   • WorkGroup
   • WorkGroup Location
2. Select Module Name in the Modules drop-down list.

3. Select the Tenant in the Tenant drop-down list.

4. Select the Master Type in the Master Type drop-down list. The Master Type specifies the item to be updated.

5. Click DOWNLOAD MASTER IMPORT TEMPLATE. A Microsoft Excel sheet is downloaded to your system. The Excel sheet has specific name and columns. The name and configuration of the Excel sheet depends on the option selected on the Master Type field. Update the required data in the Excel sheet and save it.

6. Click  in the Source field to upload the saved Excel sheet, and then click SUBMIT.

7. Click the link on the Select column. You are redirected to the MAP COLUMNS tab where you can map the Source and Destination fields. 

   
   Figure: MAP COLUMNS tab

   
   

8. Click NEXT. You are redirected to the UPLOAD MASTER tab where you can preview the data in the Excel sheet. If there are multiple entries in the Excel sheet, you can check the Discard check box to exclude the selected entries from being updated in the selected Item. 

   
   Figure: UPLOAD Master tab
   

   
   

9. Click BULK UPLOAD to update the data for the selected Items.

   Note:

   According to Module, add/update the value in Excel to add/modify Tenant and Master Type fields in the application.