Teams 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: Teams sheet
This article is designed to facilitate the smooth import of Teams 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 Teams imports.
Let us delve into the key fields and empower you to efficiently transfer your Teams 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.
| Teams Property Import Fields | Definitions |
|---|---|
| Tenrox_Excel_Process_Status | Import status (populated by the system after the Team import is processed) |
| UniqueId | - Upon Creation: The Unique ID of a new Team is automatically populated by the system once the creation process is completed. - Upon Update: The Unique ID of Teams 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 Team (required field) |
| Team _Parent_Name | Defines the Name of the Team under which a new Team is created/Team being modified or moved |
| Id | Defines the Team 's ID |
| Leader_Logon_Name | Defines the Logon name of the Leader associated to the Team |
| Leader_Last_Name | Defines the Last name of the Leader associated to the Team |
| Leader_First_Name | Defines the First name of the Leader associated to the Team |
| Is_Placeholder | Defines whether or not the Team is a placeholder Note: Enter 1/0 for Yes/No. |
| Is_Suspended | Defines whether or not the Team is suspended Note: Enter 1/0 for Yes/No. |
| Description | Description of the Team |