Import Services (Add Services in Bulk)

Import Services (Add Services in Bulk)

• Go to Services and click on Imort Button.

• Click on the 'sample excel file' link, highlighted in blue.

• Download the Excel file.

• Open the downloaded file.

• Column A: Enter the service name.

• Column B: Select 'Yes' or 'No' to enable the service.

• Column C: For recurring services, select 'Yes'; for non-recurring services, select 'No'.

• Column D: If Checklist Completion is Required, select 'Yes'.

• Column E: Select Auto Task Creation Frequency: for recurring services, choose monthly, quarterly, or yearly; for non-recurring services, leave blank.

• Column F: For monthly recurring services, select the creation date; for non-monthly recurring services, leave blank.

• Column G: For monthly recurring services, select the due date; for non-monthly recurring services, leave blank.

• Column H: For quarterly recurring services, select the creation date; for non-quarterly recurring services, leave blank.

• Column I: For quarterly recurring services, select the creation month; for non-quarterly recurring services, leave blank.

• Column J: For quarterly recurring services, select the due date; for non-quarterly recurring services, leave blank.

• Column K: For quarterly recurring services, select due month; for non-quarterly recurring services, leave blank.

• Column L: For yearly recurring services, enter the creation date in DD-Mmm format (e.g., 24-Apr); for non-yearly recurring services, leave blank.

• Column M: For yearly recurring services, enter the due date in DD-Mmm format (e.g., 18-Oct); for non-yearly recurring services, leave blank.

• Column N: Select Task Creation Period: 'Current' means create tasks for the currently running period; 'Last' means create tasks for the recently completed period.

• Column O: Enter the SAC code, if needed.

• Column P: Enter the Default Billing Rate (Excl. of Tax).

• Column Q: Select the GST% (If you don't charge GST, please select 18%).

• Column R: If you want to assign auto tasks to users of respective clients, select 'Yes'; otherwise, select 'No'.

• Column S: Enter the username(s) to assign auto tasks (Enter username, not name. Use commas to separate the usernames).

• Column T: If you want to create a checklist, enter the checklist names (Use commas to separate the checklist names).

• Column U: To Create a Document Collection Request, select 'Yes'; otherwise, select 'No'.

• Column V: Enter your Document Collection Request Default Message (Required if the Document Collection Request option is 'Yes').

○ Start entries from row 4.

○ All mandatory columns are highlighted with an asterisk (*).



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