Skills 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: Skills sheet

This article is designed to facilitate the smooth import of Skills 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 Skills imports.

Let us delve into the key fields and empower you to efficiently transfer your Skills 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.

Skills Property Import Fields Definitions
Tenrox_Excel_Process_Status Import status (populated by the system after the Skill import is processed)
UniqueId - Upon Creation: The Unique ID of a new Skill is automatically populated by the system once the creation process is completed.
- Upon Update: The Unique ID of Skills 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 Skill using Excel Import.
Name * Defines the Name of the Skill (required field)
Skill _Parent_Name Defines the Name of the Skill under which a new Skill is created/Skill being modified or moved
Id Defines the Skill's ID
Is_Placeholder Defines whether or not the Skill is a placeholder
Note: Enter 1/0 for Yes/No.
Is_Suspended Defines whether or not the Skill is suspended
Note: Enter 1/0 for Yes/No.
Description Description of the Skill