Before You Import

Since the help desk request data is dependent upon queues and categories, you must import the queues and categories before importing your help desk requests. Before you import help desk requests, queues, or categories, you must first import the following dependent objects:

  • Contacts: The list of contacts for each account that can be associated with the help desk request. For information about importing contacts, see "Import Your Contact Data" in the guide specified in Related Topics.

  • Resources: The list of resources to which you can assign work objects in the help desk request. For information about importing resources, see "Import Resource Data" in the guide specified in Related Topics.

  • Product Groups: A product group is a group of related products. For information about importing product groups, see "Import Your Product Group Data" in the guide specified in Related Topics.

  • Products: List of products against which you can raise an help desk request. For information about importing products, see "Import Your Product Data" in the guide specified in in Related Topics.

  • Asset: List of assets associated with the account. For information about importing assets, see "Import Your Asset Data" in the guide specified in Related Topics.

  • Categories: The categories associated with the help desk request. For information about importing categories, see "Import Your Service Request Data" in the guide specified in Related Topics.

  • Queues: The queues to which your help desk requests are assigned. For information about importing queues, see "Import Your Queue Data" in the guide specified in Related Topics.

  • Channels: Import the channels that are already associated with your help desk requests. For information about importing channels, see "Import Your Service Request Data" in the guide specified in Related Topics.

  • Tags: The administrator-defined tags to be associated with help desk requests. For information about importing tags, see "Import Your Service Request Data" in the guide specified in Related Topics.