Groups Property Import Fields
Part of successfully importing items/objects into PSA is the PSA Microsoft Excel Import template (in .xlsx), which contains the necessary predefined tabs which allow you to specify the item/object properties to import.
Click here to view the article detailing how to import items/objects using Excel.
PSA Microsoft Excel Import Template: Groups sheet
This article is designed to facilitate the smooth import of Groups into PSA using the Excel Import Template (.xlsx). It outlines the available fields, offering administrators concise descriptions to populate their Excel templates effectively. This resource aims to simplify the process, ensuring seamless Group imports.
Let us delve into the key fields and empower you to efficiently transfer your Groups data into PSA.
Caution: Please be advised that it is recommended to fill all fields, even if no changes are intended. Leaving fields blank may result in some values reverting to their default settings.
| Groups Property Import Fields | Definitions |
|---|---|
| Tenrox_Excel_Process_Status | Import status (populated by the system after the Group import is processed) |
| UniqueId | - Upon Creation: The Unique ID of a new Group is automatically populated by the system once the creation process is completed. - Upon Update: The Unique ID of Groups being updated must be entered by you, ensuring it matches the one initially generated by the system during the initial import. For further details on how to extract this Unique ID refer to Create a Report to View Unique Ids. Note: Do not edit this column if you are creating a new Task using Excel Import. |
| Name * | Defines the Name of the Group (required field) |
| Group_Parent_Name | Defines the Name of the Group under which a new Group is created/Group being modified or moved |
| Id | Defines the Group's ID |
| Manager_Logon_Name | Defines the Logon name of the Manager associated to the Group |
| Manager_Last_Name | Defines the Last name of the Manager associated to the Group |
| Manager_First_Name | Defines the First name of the Manager associated to the Group |
| Alternate_Manager_Logon_Name | Defines the Logon name of the Alternate Manager associated to the Group |
| Alternate_Manager_Last_Name | Defines the Last name of the Alternate Manager associated to the Group |
| Alternate_Manager_First_Name | Defines the First name of the Alternate Manager associated to the Group |
| Default_Task_Name | Defines the Name of the Default Task. |
| Is_Placeholder | Defines whether or not the Group is a placeholder Note: Enter 1/0 for Yes/No. |
| Is_Suspended | Defines whether or not the Group is suspended Note: Enter 1/0 for Yes/No. |
| Description | Description of the Group |