...
Importing User Accounts
| Code Block | ||
|---|---|---|
| ||
<User Name="test_customer" Password="test" Owner="admin" Role="Admin" Culture="English" Currency="USA" Language="English" CreatedDate="1/15/2007 12:00:00 AM" StatusType="MyCustomAccountStatusType" TaxCode="Residential" BillGroup="Default" CreditRating="Default" BillDay="1" DisableReason="Cancelled"/> |
...
Importing Account Contacts
| Code Block | ||
|---|---|---|
| ||
<Contact User="billingtest" ContactName="test test" ContactFirstName="test" ContactLastName="test" ContactTitle="Billing Contact" ContactType="Billing Contact" ContactCompany="CompanyName" /> |
...
Importing Account Contact's Email Address
| Code Block | ||
|---|---|---|
| ||
<ContactEmail User="billingtest3" ContactName="test test" Email="testcontact@logisense.com" ContactType="Billing" /> |
'Email Address' contact point type must exist, no other names will buseree be found by the system.
Contact Name = Firstname + Lastname on the contact
User | Account identifier | 'jsmith' or '5192490508' or 'Company X' |
ContactName | Customer name or contact name. This name needs to exist already on original Contact.xml file | Preexisting value here based on contact.xml. 'John Smith' |
Email address of contact | 'username@domain.com' | |
ContactType | Contact type as defined in interface | Predefined contact type on setup tab, usually 'Billing Contact' or 'Technical Contact' or 'Administrative Contact' but not limited to those. |
Importing Account Contact's Phone Number
| Code Block | ||
|---|---|---|
| ||
<ContactPhone User="bsmith" ContactName="Billy Smith" Phone="15196526432" ContactType="Billing" ContactPointType="Phone" /> |
User | Account identifier | 'jsmith' or '5192490508' or 'Company X' |
ContactName | Customer name or contact name | 'John Smith' |
Phone | Phone number for billing contact in this case | 5192490508 or '011 345 4565 6765' |
ContactType | Contact type as defined in interface | Predefined contact type on setup tab, usually 'Billing Contact' or 'Technical Contact' or 'Administrative Contact' but not limited to those. |
ContactPointType | Name of contact point type | This should exist already in the system 'Work Phone' |
Importing Account Contact's Fax Number
| Code Block | ||
|---|---|---|
| ||
<ContactFax User="aen20@raif.com" ContactName="Alex Motte" Phone="8197673316" ContactType="Billing Contact" /> |
...
If you need to make more contact points besides the ones already available, of if you want to rename them, you can use this below xml to import differently named or extra contact points.
| Code Block | ||
|---|---|---|
| ||
<ContactPoint ContactPointType="/Owner=Logisense Corporation/ContactType=Billing Contact/ContactPointType=extra" Value="123-345-3333" ContactID="29" /> |
Logisense Corporation = Your owner
ContactPointType = the name of your contactpoint you want to add, ie, Phone Number, Email Address, Extra Info
...
ContactID = the id of the contact on the customer account you need this added to, ie i.e. hover over the billing contact link on the contact tab page to find its ID.
Importing Company Details on Contacts
| Code Block | ||
|---|---|---|
| ||
<Company User="logisense" Company="LogiSense Corporation" /> |
...
Importing Child Accounts
Sets up sub up child account relationships between accounts. This can be at any level.
| Warning |
|---|
Alert: this approach is only to be used for initial import. If this import is used after a parent account has transactions / invoices, the invoices will not transfer and display correctly on the new parent. This should never be used on accounts where transactions / invoices exist. If it has been used in this fashion, you can 'reset' the invoices by using the tools tab page on the account to move it back up to a parent and back down as the child, this executes the logic to move the invoices as expected to the new parent account. |
| Code Block | ||
|---|---|---|
| ||
<Child Name="userchild" Parent="userparent"/> |
...
For taxes to import, ensure you have a taxcode that exists and that the taxcode also has tax rates associated, up to four rates if you want the rates to associate here. Without this config, the tax value will be ignored.
| Code Block | ||
|---|---|---|
| ||
<Invoice User="ejones" Date="1/31/2007 12:00:00 AM" Debit="0" Tax1="0" Tax2="0" Tax3="0" Tax4="0" TaxCode="Residential" Description="Opening Balance" Package="Opening Balance" PeriodStart="mm/dd/yyyy" PeriodEnd="mm/dd/yyyy" /> |
...
| Info |
|---|
Note: to add a credit a negative debit value is used (as shown below). |
| Code Block | ||
|---|---|---|
| ||
<Invoice User="ejones" Date="1/31/2007 12:00:00 AM" Debit="-10" Tax1="0" Tax2="0" Tax3="0" Tax4="0" TaxCode="Residential" Description="Opening Balance" Package="Opening Balance" PeriodStart="mm/dd/yyyy" PeriodEnd="mm/dd/yyyy" /> |
As of EngageIP 9.3.3, you can specify an invoice to disburse to during import similar to payments import:
| Code Block | ||
|---|---|---|
| ||
<Invoice User="testuser" Description="description" Date="1/15/2020 2:30:39 PM" Debit="-20" PeriodStart="2020-1-2" PeriodEnd = "2020-2-2" TaxCode="" Tax1="" Tax2="" Tax3="" Tax4="" Invoice="123456" AutoDisbursePayment="false"/> |
...
For example, the below will create two invoices. One for January (then you can see the close tag) and another for February (with another close tag after it). So you can group these 'transactions' into their individual invoices as needed.
| Code Block | ||
|---|---|---|
| ||
<Invoice User="ejones" Date="1/28/2007 12:00:00 AM" Debit="0" Tax1="0" Tax2="0" Tax3="0" Tax4="0" TaxCode="Residential" Description="Opening Balance" Package="Opening Balance" PeriodStart="mm/dd/yyyy" PeriodEnd="mm/dd/yyyy" /> <Invoice User="ejones" Date="1/31/2007 12:00:00 AM" Debit="0" Tax1="0" Tax2="0" Tax3="0" Tax4="0" TaxCode="Residential" Description="Opening Balance" Package="Opening Balance" PeriodStart="mm/dd/yyyy" PeriodEnd="mm/dd/yyyy" /> <CloseInvoice CloseInvoice="" /> <Invoice User="ejones" Date="2/4/2007 12:00:00 AM" Debit="0" Tax1="0" Tax2="0" Tax3="0" Tax4="0" TaxCode="Residential" Description="Opening Balance" Package="Opening Balance" PeriodStart="mm/dd/yyyy" PeriodEnd="mm/dd/yyyy" /> <CloseInvoice CloseInvoice="" /> |
For Payments
| Code Block | ||
|---|---|---|
| ||
<Payments> <Payment User="apple1" Date="8/15/2009 2:30:39 PM" Credit="5.00" Description="Credit Card Payment" Invoice="PREFIX0000000394" /> <Payment User="apple1" Date="8/15/2009 2:30:39 PM" Credit="2.02" Description="Credit Card Payment" Invoice="PREFIX0000000394" /> </Payments> |
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| Info |
|---|
Note: you need to update the owner name in the tags to use this. |
| Code Block | ||
|---|---|---|
| ||
<Payment User="/User=admin" Date="2017-1-1" Amount="88.84" Detail="Lock Box" CheckNumber="19243" PaymentType="/Owner=Logisense Corporation/PaymentType=Check" PaidBy_User="/User=admin" Disbursed="False" AutomaticDisburse="True" Deposit="False" AddedBy_User="/User=admin" PostingDate="2017-1-1" BatchNumber="0"/> |
...
Automatic disbursement is NOT checked when you enter an Invoice. There is no way to tell this method to mark a payment as autodisburse when an invoice value is present. When the payment is imported, it IS disbursed to the invoice specified as much as it can be, if it is more than the invoice, the left over amount sits undisbursed and the payment is not set as auto disburse and will need to be manually fully disbursed.
If you leave invoice blank, the payment WILL be set to automatic disburse, BUT it will not disburse until something triggers it on the account, a new debit is created, or billing closes aninvoice perhaps.
If the invoice is specified, it will tag itself to the invoice selected for display purposes in addition to disbursement purposes. If you do NOT want the payment to show potentially on an old invoice, rather you would like it to be available to display on the next open invoice, leave this blank.
Where invoice = name of the invoice (not necessarily the ID)
| Code Block | ||
|---|---|---|
| ||
<CloseInvoice CloseInvoice="" /> <Invoice User="bsmithy" Date="6/30/2006 12:00:00 AM" Debit="26.7" Tax1="0" Tax2="0" Tax3="0" Tax4="0" Description="Opening Balance" PeriodStart="mm/dd/yyyy" PeriodEnd="mm/dd/yyyy" /> |
...
Importing Account Payments
| Code Block | ||
|---|---|---|
| ||
<Payment User="admin" Date="10/21/2004 2:21:35 PM" Credit="425.0000" PaymentType="Cash" Description="Batch Payment" /> |
...
The account's package. An account can have multiple packages which will bill according to their Bill Cycle. Any package added which does not match the billing cycle will be prorated to the account's bill cycle. .
| Code Block | ||
|---|---|---|
| ||
<UserPackage User="bsmithy" Name="Monthly DialUp" NextBillDate="2/18/2007"/> |
For below, click 'Use Generic':
| Code Block | ||
|---|---|---|
| ||
<import> <UserPackage Package="/Owner=Logisense Corporation/Package=testonce" User="/User=admin" CreatedDate="02/02/2018" NextBillDate="02/02/2018" Name="testonce" StatusType="Active" Pending="0" LastStatusChangedDate="02/02/2018" EffectiveDate="02/02/2018" LastUpdatedDate="02/02/2018" BulkQuantity="1" UserPackageStatusType="/Owner=Logisense Corporation/UserPackageStatusType=Enable" CreatedBy_User="admin" ReferenceName="test"/> </import> |
...
This is a generic method for importing user-services (non-optional)
| Code Block | ||
|---|---|---|
| ||
<UserService Service="/Owner=Logisense Corporation/Service=Global Bucketting" User="MyTestUser" CreatedDate="2017-07-07 16:43:21" UserPackageID="67350" Name="PackageName" Amount="0.00" Optional="False" OneTimeAmount="0.00" LastUpdateDate="2017-07-07 16:43:21" CreatedBy_User="admin" /> |
...
| Info |
|---|
Note: 'UserService ServiceID' is the ID of the Service in the Product Catalog. |
| Code Block | ||
|---|---|---|
| ||
<UserService ServiceID="1" UserID="4" OptionalServiceStartDate="2019-12-20 00:00:00" UserPackageID="1" Optional="True"/> |
...
User Package Discounts - allows the import of discounts that are attached specifically to the customer (if not a system wide package discount).
| Code Block | ||
|---|---|---|
| ||
<UserPackageAttributeDiscount DiscountType = "Price" Amount="30.00" User="bsmithy" UserPackage="Monthly DialUp" UserService="Dialup"/> |
...
Attach services to packages in EngageIP
Code Block language xml <?xml version="1.0"?> <PackageServices> <PackageService Package="Annual DSL" Service="Setup" Owner="Quality_Assurance"/> <PackageService Package="Annual DSL" Service="DSL" Owner="Quality_Assurance"/> <PackageService Package="Monthly DialUp" Service="DialUp" Owner="Quality_Assurance"/> <PackageService Package="PackageAttribute" Service="DialUp" Owner="Quality_Assurance"/> <PackageService Package="VOIP" Service="VOIP" Owner="Quality_Assurance" /> </PackageServices>
...
| Info |
|---|
Note: this is the generic method. The status type of 'Disabled' must exist, the date format in this case is mm/dd/yyyy. |
For correct prorating, ensure that the time is completed as well, in this case, the end of day on the 31st is when the account should be canceled and if prorating applies, that will be considered
| Code Block | ||
|---|---|---|
| ||
<UserAttributeChangeUserStatusTypes> <UserAttributeChangeUserStatusType User="/User=postpaid" Date="5/31/2012 11:59:59 PM" UserStatusType="/Owner=Logisense Corporation/UserStatusType=Disabled" /> </UserAttributeChangeUserStatusTypes> |
UserAttrbiutePrintGroup
| Code Block | ||
|---|---|---|
| ||
<UserAttributePrintGroup> <UserAttributePrintGroup PrintGroup="/Owner=Logisense Corporation/PrintGroup=test" User="admin" /> </UserAttributePrintGroup> |
The telecom attribute attached to services at the account level
| Code Block | ||
|---|---|---|
| ||
<UserServiceAttributeTelecom User="bsmith" UserService="Dialup Service" TelecomRatePlan="Main" LocalMinutes="0" RegionalMinutes="0" National Minutes="0" /> |
...
The telecom bucket assigned to the account's service
| Code Block | ||
|---|---|---|
| ||
<UserServiceAttributeTelecomBucket User="bsmith" UserService="Dialup Service" TelecomBucket="Test" Amount="0" Pool="false" Priority="0" /> |
...
The name needs to be exactly as shown on the setup tab page for the service or the profile question under the Role. This IS for Role profile questions and Service profile questions
| Code Block | ||
|---|---|---|
| ||
<?xml version="1.0"?> <UserAttributeProfileAnswers> <UserAttributeProfileAnswer User="bsmith" DisplayName="UserName" ProfileValue="helloworld" /> </UserAttributeProfileAnswers> |
...
| Info |
|---|
Note: this uses the 'generic' format, as different from most of the other import items. |
| Code Block | ||
|---|---|---|
| ||
<UserAttributeTaxClass TaxClass="/Owner=Logisense Corporation/TaxClass=Hardware" User="/User=bsmith" /> <UserAttributeTaxClass TaxClass="/Owner=Logisense Corporation/TaxClass=Hardware" User="/User=mike" /> |
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Applies Taxcode to user - as seen on Overview of account
| Code Block | ||
|---|---|---|
| ||
<UserAttributeTaxCode User="apollo" TaxCode="Ontario" /> <UserAttributeTaxCode User="jmain" TaxCode="Ontario" /> |
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UserAttributeTaxExempt Component
| Code Block | ||
|---|---|---|
| ||
<UserAttributeTaxExempts> <UserAttributeTaxExempt User="dw124226"/> <UserAttributeTaxExempt User="dw12423445"/> </UserAttributeTaxExempts> |
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UserAttributeTaxExemptLevels
| Code Block | ||
|---|---|---|
| ||
<?xml version="1.0"?> <UserAttributeTaxExemptLevels> <UserAttributeTaxExemptLevel User="admin" TaxExemptLevel="State" TaxExemptType="Sales" /> </UserAttributeTaxExemptLevels> |
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Misc Notes from users, Type must define the 'Note Type' as specified on the setup tab. There may be one or more note types as of version 8.3.x. If nothing exists, add 'Default' as the note type and it can be used to import notes to that type. When using branded owners, the generic method needs to be used:
| Code Block | ||
|---|---|---|
| ||
<UserAttributeNote Name="admin" Type="Default" Text="just testing the import..." /> |
Generic method:
| Code Block | ||
|---|---|---|
| ||
<UserAttributeNote User="3001093094-00" Text="Reminder Notice Sent" NoteType="/Owner=MyOwner/NoteType=Retail Reminder Notice\Email Sent" CreatedDate="5/15/2013" CreatedBy_User="/User=admin" ShowOnOverviewComponents="true" /> |
When using branded owners, the generic method needs to be used:
| Code Block | ||
|---|---|---|
| ||
<?xml version="1.0"?> <UserAttributeNotes> <UserAttributeNote User="brandedOwner" Text="just testing the import..." NoteType="/Owner=brandedOwner/NoteType=Default" CreatedDate="2011-09-01 00:00:00" LastModifiedDate="2011-09-01 00:00:00" CreatedBy_User="/User=brandedOwner" UpdatedBy_User="/User=brandedOwner" ShowOnOverviewComponents="false" /> </UserAttributeNotes> |
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Importing UserExtendedAttributes
| Code Block | ||
|---|---|---|
| ||
<?xml version="1.0" standalone="yes"?> <ExtAttributes> <UserPackage User="admin" Package="DSL" Amount="10" CreatedDate="2005-01-05 01:23:11.000" NextBillDate="2005-10-24 00:00:00.000" Name="DSL" StatusType="/Owner=Logisense Corporation/StatusType=Active" Current_StatusType="/Owner=Logisense Corporation/StatusType=Active" ReferenceName="UserPackage1"/> <ProfileQuestion Name="UserExtAttribute" Question="UserExtAttribute" DataType="/DataType=Text" Required="False" DefaultAnswer="" Options="" Table="" UniqueAnswer="False" ShowOnOverview="True" MultipleAnswers="False" DisplayName="" ParentQuestion="False" ProfileQuestionListProviderMultiSelect="False" HelpText="" ShowOnUserPackage="False" IncludeInInvoiceXML="True" ShowOnCustomerPortalSignup="False" ShowOnCustomerPortal="False" ShowOnViewFilter="True" ReferenceName="UserExtAttribute"/> <UserExtendedAttribute ProfileQuestion="@UserExtAttribute" Owner="Logisense Corporation" IsInactive="False"/> <ProfileQuestion Name="UserPackageExtAttribute" Question="UserPackageExtAttribute" DataType="/DataType=Text" Required="False" DefaultAnswer="" Options="" Table="" UniqueAnswer="False" ShowOnOverview="True" MultipleAnswers="False" DisplayName="" ParentQuestion="False" ProfileQuestionListProviderMultiSelect="False" HelpText="" ShowOnUserPackage="False" IncludeInInvoiceXML="True" ShowOnCustomerPortalSignup="False" ShowOnCustomerPortal="False" ShowOnViewFilter="True" ReferenceName="UserPackageExtAttribute"/> <UserPackageExtendedAttribute ProfileQuestion="@UserPackageExtAttribute" Owner="Logisense Corporation" IsInactive="False"/> <UserExt User="admin" UserExtAttribute="testValue1" /> <UserExt User="apollo" UserExtAttribute="testValue2" /> <UserPackageExt UserPackage="@UserPackage1" UserPackageExtAttribute="UserPackageExtAttributeValue" /> </ExtAttributes> |
...
The below will import a userpackage, along with the associated UserPackageExtendedAttribute
| Code Block | ||
|---|---|---|
| ||
<?xml version="1.0" standalone="yes"?> <ExtAttributes> <UserPackage User="admin" Package="/Owner=Logisense Corporation/Package=Monthly Package" Amount="10" CreatedDate="2005-01-05 01:23:11.000" NextBillDate="2005-10-24 00:00:00.000" Name="Monthly Package" StatusType="/Owner=Logisense Corporation/StatusType=Active" Current_StatusType="/Owner=Logisense Corporation/StatusType=Active" ReferenceName="UserPackage1"/> <ProfileQuestion Name="UserPackageExtAttribute" Question="UserPackageExtAttribute" DataType="/DataType=Text" Required="False" DefaultAnswer="" Options="" Table="" UniqueAnswer="False" ShowOnOverview="True" MultipleAnswers="False" DisplayName="" ParentQuestion="False" ProfileQuestionListProviderMultiSelect="False" HelpText="" ShowOnUserPackage="False" IncludeInInvoiceXML="True" ShowOnCustomerPortalSignup="False" ShowOnCustomerPortal="False" ShowOnViewFilter="True" ReferenceName="UserPackageExtAttribute"/> <UserPackageExtendedAttribute ProfileQuestion="@UserPackageExtAttribute" Owner="Logisense Corporation" IsInactive="False"/> <UserPackageExt UserPackage="@UserPackage1" UserPackageExtAttribute="UserPackageExtAttributeValue" /> </ExtAttributes> |
...
Importing UserExt Profile Answers
| Code Block | ||
|---|---|---|
| ||
<UserExt User="/User=admin" market="a" /> |
...
Importing UserPackageAttributes
| Code Block | ||
|---|---|---|
| ||
<UserPackageAttributeDiscount DiscountType = "Price" Amount="30.00" User="bsmithy" UserPackage="Monthly DialUp" UserService="Dialup"/> |
...
Import UserAttributeChangeUserPackageStatusType
| Code Block | ||
|---|---|---|
| ||
<UserAttributeChangeUserPackageStatusType Date="" User="" StatusType="" UserPackage="" TransactionDate="" ResourceReleaseDate="" UserPackageStatusType="" /> |
...
Importing UserServiceAttributeContact
| Code Block | ||
|---|---|---|
| ||
<UserServiceAttributeContact User="bsmith" UserPackage="DialUp" UserService="Dialup" Contact="Fred Lee" ContactType="Billing Contact"/> |
...
UserServiceAttributeTelecom
| Code Block | ||
|---|---|---|
| ||
<UserServiceAttributeTelecom User="admin" UserService="Extreme DSL" TelecomRatePlan="Main" InboundTelecomRatePlan ="NO InBound rate plan" LocalMinutes="500" RegionalMinutes="500" NationalMinutes="500" /> |
...
Importing UserServiceAttributeTelecomBucket
| Code Block | ||
|---|---|---|
| ||
<UserServiceAttributeTelecomBucket User="bsmith" UserService="Dialup" TelecomBucket="Test" Amount ="0" Pool="false" Priority="0"/> |
...
Importing UserServiceTechData
| Code Block | ||
|---|---|---|
| ||
<UserServiceTechData User="billingtest" Service="Monthly DSL"ModemSerial=""ServicePhone=""StaticIPAddress=""SPID1=""SPID2=""VLAN=""DomainName=""FTPUserName=""FTPPassword="" TerminalID=""CIRAUserNamePassword=""Funds="" /> <UserServiceTechData User="teststatus" Service="This is my service name that is really long " ModemSerial=""ServicePhone="234234" StaticIPAddress="" SPID1="" SPID2="" VLAN=""DomainName="" FTPUserName=""FTPPassword="" TerminalID=""CIRAUserNamePassword="" Funds="" /> |
...
Import answers for user services if there is a profile question on the service
| Code Block | ||
|---|---|---|
| ||
<UserServiceAttributeProfileAnswers> <UserServiceAttributeProfileAnswer User="admin" Service="Optional 3" Name="WTN1" ProfileValue="HH887HH" /> </UserServiceAttributeProfileAnswers> |
...
the xml below allows you to import resources to a user service and to specify which user service to attach it to based on the userserviceID. The IDs would need to be found in the database (select id from userservice where...)
| Code Block | ||
|---|---|---|
| ||
<UserServiceAttributeResources> <UserServiceAttributeResource UserServiceID="2307" ResourceItem="/Owner=Logisense Corporation/ResourceType=Service Number/ResourceItem=300234010083630" /> <UserServiceAttributeResource UserServiceID="2308" ResourceItem="/Owner=Logisense Corporation/ResourceType=Service Number/ResourceItem=300234010780550" /> </UserServiceAttributeResources> |
Importing Account Tickets
| Code Block | ||
|---|---|---|
| ||
<Ticket User="tasklist" Reference="2 test" Subject="test" Description="" Resolution="" Assignedto="bsmithy" Loggedby="bsmithy" Date="1/15/2007 12:51:52 PM" Timespent="0" Status="Open" Priority="Normal" Closedby="User" Dateclosed="mm/dd/yyyy" Category="Support" Contactmethod="Email" Fromaddress="bsmithy@logisense.com" Totaltimespent="0" Currenttimespent="0" Lastmodifiedby="bsmithy" Lastmodifieddate="1/15/2007 12:51:52 PM" Hiddenresolution="" Showtouser="False" Duedate="1/15/2007 12:00:00 AM" TicketID="2" /> |
User | Account identifier | 'jsmith' or '5192490508' or 'Company X' |
Reference |
|
|
Subject | Subject of ticket | 'customer DSL is slow' |
Description | Description of ticket | this is the main body of the ticket |
Resolution | Resolution section of ticket | this is the resolution field, or the answer to the question |
AssignedTo | Username of admin this is assigned to | 'bsmith' |
Loggedby | Username of account that logged the ticket | 'ljones' |
Date | Date the ticket was added | '1/15/2007 12:51:52 PM' |
TimeSpent | Value in minutes of the time spent | 0 |
Status | Current status of the ticket | 'Open', 'Closed' |
Priority | Priority of the ticket | Low, Normal, High (these will be configured in Adminportalalready, match the names of preexisting priorities) |
ClosedBy | Username of admin that closed the ticket if status is closed | 'nburns' |
Dateclosed | Date the ticket was closed | '2/18/2007 12:51:52 PM' |
Category | Category of ticket | predefined on setup tab |
Contactmethod | The method used to contact customer support |
|
Fromaddress | bsmithy@logisense.com |
|
Totaltimespent | Total time in minutes spend on ticket so far | 0 |
Currenttimespent | Value in minutes of current time spend | 0 |
Lastmodifiedby | Username of admin that modified the ticket | bsmithy |
Hiddenresolution | Text from ticket that was hidden from end user (background discussion) | text that was on ticket but hidden from customer |
Showtouser | Flag defining whether end user (customer) can see this ticket if logged into customerportalinto the customerportal | True or False |
Duedate | Date on which the ticket should be completed | 1/15/2007 12:00:00 AM |
TicketID | ID reference for ticket | 32194 |
...
An example of the ticket tracking XML is shown below:
| Code Block | ||
|---|---|---|
| ||
<TicketTracking Reference="1 test" Date="1/11/2007 3:02:49 PM" Loggedby="bsmithy" Description="adsfds" Status="Closed" Category="Support" Priority="Normal" Assignedto="bsmithy" Hiddenresolution="" SolutionCode="Ticket Resolved" TicketID="2" /> <TicketTracking Reference="1 test" Date="1/11/2007 1:27:45 PM" Loggedby="bsmithy" Description="test" Status="Open" Category="Support" Priority="Normal" Assignedto="bsmithy" Hiddenresolution="" SolutionCode="Ticket Resolved" TicketID="1" /> |
...
With Ticket Attachment, you can import attachments to tickets. Any file can be attached. If there are errors, check the size of the attachment as files over 2 MBs may produce errors. If this is a concern, attempt to import a large file by itself to confirm that it will import without issue.
| Code Block | ||
|---|---|---|
| ||
<TicketDetailAttachment TicketID="4" FileName="List.txt" LocalFile="C:\List.txt" Hidden="false"/> <TicketDetailAttachment TicketID="4" FileName="nuclear-test.jpg" URL="d:\folder\image.jpg" Hidden="false"/> |
...
Importing UserPaymentMethodCash
| Code Block | ||
|---|---|---|
| ||
<?xml version="1.0"?> <UserPaymentMethodCashs> <UserPaymentMethodCash User="david" Owner="Logisense Corporation" PaymentTypeName="TelephoneMonthly" /> <UserPaymentMethodCash User="mike" Owner="Logisense Corporation" PaymentTypeName="TelephoneMonthly" /> </UserPaymentMethodCashs> |
Importing UserPaymentMethodCreditCard
| Code Block | ||
|---|---|---|
| ||
<?xml version="1.0"?> <CreditCards> <CreditCard Name="bsmithy" Owner="Quality_Assurance" Card="4111111111123333" ExpireMonth="01" ExpireYear="2011" AccountHolder="firstname lastname" CardType="MasterCard" /> </CreditCards> |
...
Importing UserPaymentMethodCheck
| Code Block | ||
|---|---|---|
| ||
<?xml version="1.0"?> <UserPaymentMethodChecks> <UserPaymentMethodCheck User="bsmith" Owner="admin" /> <UserPaymentMethodCheck User="apollo" Owner="admin" /> </UserPaymentMethodChecks> |
...
The first line below adds the UserPaymentMethod object and creates a reference to it to be used in the UserPaymentMethodACH object.
| Code Block | ||
|---|---|---|
| ||
<test> <UserPaymentMethod User="RC300093-Test" Value="Check" PaymentType="/Owner=test/PaymentType=Check" ReferenceName='pm1'/> <UserPaymentMethodACH Bank="test" Route="123" Account="556677" AccountHolder="test test" UserPaymentMethod="@pm1" BankAccountType="Checking" DriverLicenseNumber="m0123456789" DriverLicenseState="ON" DriverLicenseDateOfBirth="10/8/2013 00:00:00" Phone="555-555-5555" Country="Canada" State="ON" City="Guelph" Address="123 test street" ZipCode="N0G1N0" Email="test@test.com" /> </test> |