Populating the Services import template

BEFORE YOU BEGIN  Please review the general instructions for importing and updating data in Autotask in this topic: Importing or updating data.

Use this template to import or update your list of services. The following table provides details on how to populate the import file.

NOTE  If you see a check mark in the Must be looked up in Autotask instance? column, it means that, in the Autotask user interface, a value is selected from a list. You may use selections that are currently inactive, but they must exist. Navigate to the page shown in the Description column and look up the valid options.

*= required field

Field	Must be looked up in Autotask instance?	Description
Service ID [updates only]		A unique system ID that is assigned to each service set up in Autotask. When determining matches during imports, the Service ID field will trump all other matches. If a match is found on the Service ID, that row is automatically considered a match for that record even if other fields do not match. If any value is supplied for this column, the row is considered an attempted update row and will never create a new record. Whether or not the update is performed will still be determined by the setting you choose from the If a match is found radio buttons when you configure the import.
Name*		The service name must be unique. Limit: 150 characters.
Description		Limit: 400 characters
Invoice Description		This version of the description, if populated, is used on invoices. If it is blank, the description can be used. Limit: 1000 characters.
Period Type*		Must be one of the following: Monthly (default), Quarterly, Semi-Annual, Yearly. Once the service has been saved, the period type cannot be changed.
Unit Cost		The amount you pay to the vendor. Must be a number between 0 and 99,999,999,999.9900.
Markup Percent		Must be a number between -99,999,999.9900 and 99,999,999.9900. The maximum value must be such that Unit Cost and Unit Price do not exceed their maximum value. Note that Unit Cost, Markup Percent and Unit Price are interdependent in Autotask. If there is a discrepancy, the Markup Percent field is recalculated.
Unit Price		The amount you charge the customer. Must be a number between 0 and 99,999,999,999.9900.
Service Code*	Yes	Must match an existing, active Service Code on the > Admin > Features & Settings > Finance, Accounting & Invoicing > Billing Codes > Service tab.
Vendor	Yes	Must match an existing, active account of type Vendor or, if updating, the current selection.
Service Level Agreement		Defaults to blank. Must match an existing, active SLA or, if updating, the current selection.
Active		Enter Yes to import the service as active and No to import the service as inactive.
Manufacturer Service Provider		Manufacturer Name can be typed in; it does not have to be entered into Autotask.
Manufacturer Service Provider Product Number		Use this field to reference a manufacturer product number.
Catalog Number Part Number		Use this field to reference a catalog or part number.
Service SKU		Enter an SKU code, if available.
Internal Service ID		An internal ID code, if used.
External Service ID		Use to cross-reference an external list.
Service Link		Enter a URL, for example to a manufacturer's product web site.
Service User-Defined Fields		User-defined fields for all entities that support them can be imported and exported, with one exception: UDFs of type List (Multi Select) cannot be exported or imported. Inactive list options can be imported and exported as well. Required UDFs cannot be left blank, or the import will fail. UDFs are identified as such and appear after all system field columns.To learn more about how to set up and use UDFs, refer to Managing user-defined fields

To find out how to reverse an import, refer to Rolling back an import.