Using MLI Templates

Owned by Chellie Esters
Last updated: Feb 05, 2020 by Joseph Yarborough (Unlicensed)

Service Automation provides templates that allow you to upload and download your MLI Levels and Rules. This is useful for when you have a large number of users to add to levels or have extensive rules, and need to quickly upload or manage that information.

Instructions

Instructions on using these templates are listed in detail in Service Automation.

MLI Levels instructions are located under Upload and Download MLI Levels.


MLI Rules instructions are located under Upload and Download MLI Rules.

Formatting Alert: UTF-8 Format Required
When uploading information in the form of Spreadsheets, Templates, Text Documents and or copied and pasted to Service Automation or Provider Automation, the Content must be UTF-8 formatted. Content that is not UTF-8 formatted may be misread by our system and cause errors in how your data is interpreted.


 Windows Specific

Windows Specific

Open file in Notepad

Choose Save As

There are three items to update in the Save dialog that comes up.

Save as type: change this to All FilesFile

Name: name your file and add the .csv extension to it - e.g.: myupdates.csv

Encoding: click on the dropdown and choose UTF-8

Save!

 MAC Specific


Mac Specific

  1. Open file in Number
  2. Hover over Export

  3. In the submenu that appears, choose CSV
  4. Click on Advanced Options to show the Text Encoding dropdown
  5. Select Unicode (UTF-8) from the dropdown menu

  6. Click Next Export!




 Google Sheets Specific

Google Sheets

  1. Click File
  2. Click on or hover over Download As

  3. Choose the option Comma-separated values (.csv, current sheet)

  4. After clicking on that option, your file will be automatically downloaded to your computer



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