Role Types 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: Role Types sheet
This article is designed to facilitate the smooth import of Role Types 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 Role Types imports.
Let us delve into the key fields and empower you to efficiently transfer your Role Types 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.
| Role Types Property Import Fields | Definitions |
|---|---|
| Tenrox_Excel_Process_Status | Import status (populated by the system after the project import is processed) |
| UniqueId | - Upon Creation: The Unique ID of a new Role Type is automatically populated by the system once the creation process is completed. - Upon Update: The Unique ID of Milestones 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. |
| Key* | This is the Key of the new Role Type
(required field). Note: You can view existing Keys by going to Setup > Organization > System > System Tables > Role Types. Viewing the Key helps ensure you do not create a duplicate. Always check existing Keys before entering a new one. |
| Description_English | This is the English description of the new role type. |
| Description_French | This is the French description of the new role type. |
| Sort | This will allow entering the sort order of the new role type. |