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Create requests from spreadsheet


chrisnutt
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Hi All,

Hope you're all well and safe in these unusual times.

I'm looking at improving our leaver process in Hornbill right now. We get a daily report from HR detailing leavers. Currently, this gets logged as a ticket and then a very manual process of logging each leaver begins. I was wondering if there is a way to import the details from the spreadsheet to create a request for each row, mapping certain columns to Service Manager fields. I had a look at the Wiki but couldn't find anything. If not, are there any suggestions on how to handle this?

Thanks

Chris

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Hi @chrisnutt,

 

You could always use the Service Manager Request Import Utility to do this :) It's a tool that we wrote that allows you to log requests in Service Manager from an external data source - which could be a CSV or Excel Spreadsheet via an ODBC connection. There are example configuration files in the release archives, and on the Github repository.

Cheers,

Steve

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Could there not be an IT Service that provides a Request Catalog Item for leavers that the HR staff have access to where they can raise a request via portal for each leaver? With a progressive capture script asking the questions you need answered to proceed, you should be able to automate a lot of the process once the ticket is raised.

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12 hours ago, James Ainsworth said:

Could there not be an IT Service that provides a Request Catalog Item for leavers that the HR staff have access to where they can raise a request via portal for each leaver? With a progressive capture script asking the questions you need answered to proceed, you should be able to automate a lot of the process once the ticket is raised.

Hi James,

We've been down that road and the answer is, apparently not.

Chris

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On 3/27/2020 at 3:49 PM, Steve G said:

Hi @chrisnutt,

 

You could always use the Service Manager Request Import Utility to do this :) It's a tool that we wrote that allows you to log requests in Service Manager from an external data source - which could be a CSV or Excel Spreadsheet via an ODBC connection. There are example configuration files in the release archives, and on the Github repository.

Cheers,

Steve

Thanks, I'l look into this!

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