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Martyn Houghton

Bulk Organisation, Contact and Portal Account setup

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We are looking to bring further Service Desks into our existing instance and therefore will need the ability to under bulk imports of the following entities

* Organisations

* Customers (Contacts)

* Portal Account ID's and Passwords for subset of above Customers

When we went live originally this was undertaken by Hornbill as part of the Switch On Service, but as we add more desks to the system, this will be a regular requirement.

Are there any plans to provide this facility either in the Admin Tool or as a separate tool similar to the Request Loader?

Cheers

Martyn

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@Martyn Houghton

Its been planned for a while but its not something we have had time to implement. If this changes and progress starts being made on this front i will update this thread.

Kind Regards

Trevor Killick

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+1

I have 400+ suppliers to add manually so this would have been a great feature.

  • Thanks 1

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@TrevorKillick, @Steven Boardman

Sorry to be a pain, but is there any update on the ability to import organisations?

We have managed to get a 'workable' situation with the Contact Importer, but you still have to crate the Organisation and Container records manually.

Cheers

Martyn

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In addition to organisations, we also need the ability to bulk load "Service" Subscriptions as well, i.e. passing in the external organisation/container ID or User ID so that these can also be loaded without having to resort to manual data entry.

Cheers

Martyn

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@TrevorKillick, @James Ainsworth, @Steven Boardman

Is there any new on providing a Bulk Organisation Import tool?

This is becoming a significant hurdle when we are looking to migration new organisations and service desk on to our instance.

In the absence of the facility can we request the bulk creation of organisation record via our Premier Success maintenance service?

Cheers

Martyn

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@Steve G, @Victor

You mentioned at Insight's that a Organisation Import tool had been produced internally, but not yet completed testing/QA.

Is there any update on a timescale for this as we have two additional service desks I am working on bring on board in the next month so would rather not have to manually create all the organisations.

Cheers

Martyn

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@Martyn Houghton the responsible person for the tool is me ... I’ll look into completing it this week. Sorry for not having it ready sooner there were other aspects mainly in support that required my attention :(

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@Victor

Thanks for the update and timescale, therefore I can plan on using it rather than allowing the time in the project to re key the information.

Cheers

Martyn

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23 minutes ago, Martyn Houghton said:

therefore I can plan on using it rather than allowing the time in the project to re key the information.

Indeed. And is a good thing, this would put additional pressure on me so I can finally get my bearings together and finish the tool :) 

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Any news on this @Victor?

No pressure. None at all.  ;)

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@Martyn Houghton @HHH @mojahidm @Katef @Steven Cotterell @David Longley

Just to confirm one thing first. I am talking about a tool to import organisations (this is the organisation for contacts, the external users of the system) not to import companies (this is the organisation structure configured in admin tool for users, the internal users of the system)

The tool is ready is just went under review with Steve as he is the guru of all import tools, there are a few bits that need to be adjusted so I would say it is a matter of days now...

 

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@Victor

That's the tool I'm looking for. Thanks.

3 minutes ago, Victor said:

@Martyn Houghton @HHH @mojahidm @Katef @Steven Cotterell @David Longley

Just to confirm one thing first. I am talking about a tool to import organisations (this is the organisation for contacts, the external users of the system) not to import companies (this is the organisation structure configured in admin tool for users, the internal users of the system)

The tool is ready is just went under review with Steve as he is the guru of all import tools, there are a few bits that need to be adjusted so I would say it is a matter of days now...

 

 

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