Skill Associations 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: Skill Associations sheet
This article is designed to facilitate the smooth import of Skill Associations 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 Skill Associations imports.
Let us delve into the key fields and empower you to efficiently transfer your Skill Associations 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.
| Skill Associations Property Import Fields | Definitions |
|---|---|
| Tenrox_Excel_Process_Status | Import status (populated by the system after the Skill Association import is processed) |
| UniqueId | - Upon Creation: The Unique ID of a new Skill Association is automatically populated by the system once the creation process is completed. - Upon Update: The Unique ID of Skill Associations 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 Association using Excel Import. |
| Logon_Name * | Defines the Logon Name of the User to whom the Skill will be associated (required field) |
| Skill * | Defines the name of the Skill to be associated with the User (required field) |
| Proficiency * | Indicates the User's level of expertise for the Skill (required field) Possible Values: 0 - Not applicable 1 - Beginner 2 - Basic 3 - Intermediate 4 - Informed 5 - Expert |
| Interest | Defines the Interest level of the associated Skill. Possible Values:
0 - Not specified 1 - Not interested 2 - Ready to perform 3 - Somewhat interested 4 - Interested 5 - Very interested 6 - Career Goal |
| Expiry_Date | Defines the Expiry Date of the associated Skill. Note: Set column format to Date ( MM/DD/YYYY). For Open Ended enter 11/27/2737 |