How to: Import Tickets

Enterprise Feature

Note: this article covers features only available in RepairQ 1.8 or greater

You can add new repair tickets in RepairQ with an import file. Import file formats accepted are .xlsx (Excel), .csv (comma separated values) and .txt (tab separated values). For the best experience we recommend using .xlsx files.

To get started, navigate to your ticket queue from the Tickets section of the top navbar.

Screen_Shot_2018-04-25_at_3.58.12_PM.png

Next, scroll to the bottom of the page and click on the "Import" button.

Then click the "Ticket Import Template" button to download an Excel file.

The template file will include all of the columns available for import. The list of importable fields will change over time as RepairQ evolves. The list is currently as follows:

  • Status (ticket status)
  • Location (short name)
  • Customer (ID or Loyalty Card ID)
  • Billing Agent (email)
  • Device SKU
  • Device Serial
  • Device Description
  • Device Password
  • Device Diagnostics
  • Ticket Item SKU (only non-inventoried items supported at this time)
  • Warranty Provider
  • Warranty Claim
  • Warranty Device Serial
  • Repair Cost Estimate
  • Repair Device Location (if different from above location)
  • Notes (Ticket Notes)

Import Rules

Columns are matched on the header name, so you must have the correct header names (as provided in the template) to successfully import the column values. The order of the columns does not matter. Any unrecognized column headers will be ignored. Only the values you wish to add or update need to be present in the import file.

Required Columns

To import a ticket, the following columns are required:

  • Location (short name)
    • The location short name can be found in Company Settings-->Locations.
      Screen_Shot_2018-04-25_at_4.35.19_PM.png

  • Customer ID
    • The Customer ID will be found in the URL bar once you are in the customer's profile. Navigate to the specific customer you wish to attach that ticket to and locate the number at the end of the URL in the URL bar
      Screen_Shot_2018-04-25_at_4.36.57_PM.png
  • Device SKU
  • Device Diagnostics

Import Feedback

RepairQ will import a separate ticket for each line in your file. When you are ready to upload your import, select your file in the import input and click the "Import" button. RepairQ will process your import file and when finished you will be redirected to an import feedback page. This page will inform you of the success or failure of each row in your import file.

Note: Some imports may take time to process. Please be patient and do not navigate away from the page.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk