This function allows you to efficiently import customer requests into Nexus Service Manager by uploading a CSV (comma-separated values) file. You can find this function within the Customer Requests Report.
File Requirements:
- Format: Comma-separated values (CSV) file
- Header Row: Skipped (first row is ignored)
- Required Fields (in order):
- request_type: ID number corresponding to the Job Type (found in Admin > Job Types)
- customer_id: Existing customer ID number
- property_id: Existing property ID number
- date_submitted: Date formatted as DD/MM/YYYY HH:MM (e.g., 17/06/2024 12:01)
- date_responded: Date formatted as DD/MM/YYYY HH:MM (use 01/01/2000 01:00 if no response date)
- request_status: ID number corresponding to the request status:
- 1: Submitted
- 2: Responded
- 3: Completed
- 4: Approved
- 5: Rejected
- 6: Quoted
- quote_number: Free text, maximum 50 characters
- purchase_order_number: Free text, maximum 50 characters
- details: Free text, maximum 1 GB
Example CSV File:
An example CSV file demonstrating the correct format can be downloaded here: https://help.nexusservicemanager.com.au/examples/csv-requests.csv
Additional Notes:
- Ensure all ID numbers (request_type, customer_id, property_id, request_status) correspond to existing entries within Nexus Service Manager.
- Double-check dates for accuracy and consistency with the specified format (DD/MM/YYYY HH:MM).
Next Steps:
- Prepare your CSV file following the outlined requirements and format.
- Access the Customer Requests Report within Nexus Service Manager.
- Locate the "Import Customer Requests" function and upload your prepared CSV file.
- Review the imported data for any errors or inconsistencies.
By following these steps, you can efficiently import customer requests into Nexus Service Manager.
Updated: 17 December 2024