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Import Data

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Updated
ByLakshmi Kammara

The Import Data allows users to efficiently upload large amounts of information into the system using predefined Excel templates. Instead of entering records manually, users can import data such as Users and Tickets in bulk, saving time and ensuring consistency.

The Import Data includes two types of data import:

  • Bulk User Import – Import multiple user accounts at once.
  • Bulk Ticket Import – Import multiple tickets using a single Excel file.

Bulk User Import

This option allows you to import multiple users in bulk from an Excel sheet. The Excel file must follow the predefined format provided by the system to ensure proper data mapping. Each row should contain valid user details as required.

While importing, make sure that the password for each user meets the security criteria: it must be more than 6 characters long and must include a capital letter, a small letter, a special character, and a number.

You can also choose to set a common password for all users if desired. Use the “Excel Assign” option to upload your file, and then click “Import Users” to proceed. Additionally, you have options to register login IDs and create user accounts in bulk using the provided tools. This feature simplifies the user onboarding process, especially when managing a large number of users at once.

You can download excel file template from the page and fill the data. The template should not be changed. Here is code list for user types: User Types list last column of excel sheet.

Code – Account Type

CM_AG – AGENT, CM_CU – CUSTOMER, CM_DE – DEALER, CM_DT – DISTRIBUTOR, CM_EC – E-COMM, CM_EM – EMPLOYEE , CM_MY – MY COMPANY, CM_RF – REFERER, CM_SU – SUPPLIER.

Bulk Ticket import

The Bulk Ticket Import feature allows users to create multiple tickets at once using an Excel file. This is particularly useful when you have several similar issues to log – such as customer complaints for a specific product group or business process.

Before importing tickets, you must select the appropriate configuration for the tickets being raised:

  • Business Process: Choose from available options (e.g., Customer Complaint)
  • Product Group: Choose the relevant product group, such as Commercial Solar.
  • You can define a single subject line for all tickets in the import. For example: Subject: Customer Complaint – Commercial Solar

This ensures that all tickets being imported are categorized and processed correctly within the system.

The next step involves preparing the Excel file using the specified format provided by the system. After the Excel file is ready, the user can click on “Excel Assign” to upload it, and then proceed to click on “Import Tickets” to complete the import process. All tickets created through this method will share the selected Business Process, Product Group, and Subject. It is important to ensure that the Excel file is properly formatted to avoid errors during the import.

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