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