Service Automation provides templates that allow you to upload and download You can use templates to update information about Locations, Location Notesnotes, Landlord Responsibility Override, Location telephone phone numbers, and Provider Assignments Provider assignments, and Location business hours and holidays. This is useful for when you have a large number of Locations information to manage and need a quick way to upload or manage that informationlocations and want to add or update information in batch.
Instructions
Instructions on using these templates are listed in detail in Service Automation, on at the bottom of the Locations page.
Learn more about using the provider assignment template.
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For any reports and templates downloaded for viewing and/or adding information for uploading into Service Automation, items such as decimal separators, date & time formats, currency codes and address forms displays based on your computer settings if the format is Excel (.xls) and if it is a CSV file (.csv), then ServiceChannel settings takes precedence. If the Currency Code Support feature is enabled, a currency field is added to reports and templates. If the Localization Address Format feature is enabled, headers and values are updated with the specific country’s address format for Excel (.xls) and CSV(.csv) only headers are affected while headers and values are affected for a PDF (.pdf). |
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