Importing PSA Tickets

CloudRadial provides the ability to bulk import tickets from an Excel spreadsheet for a particular company.

• Importing Tickets from Excel
• Mapping to Custom Fields

Importing Tickets from Excel

To import:

1. Create a spreadsheet with the details to be included with each ticket
   • The column headers are used as the question labels
   • The cell values are the question answers 
   • Columns without a column header are ignored (See attached sample)
2. Navigate to Partner > Clients 
3. Select (do not edit) a given company
4. Under the Overview section, select the button text to Import Tickets
   
   
   
5. Enter a Default Subject and Default Description for the new tickets
6. Set a Default Contact via the drop-down to assign the tickets to
7. Upload the file created above in step one
8. Press Submit to import the file and create new tickets. 

You will find a ticket created for each row in the spreadsheet.

Mapping to Custom Fields

Column headers that start with an asterisk (*) indicate that a specific the column will map to a custom field in the PSA.

For example, the column header *Hardware Tag would map to the Hardware Tag custom field. Spelling, case, and spacing must match exactly with your custom field.