- Within Admin > Issue Types, select the Actions tab to the right of the page to Import an Issue Type
- Upload your data and finish by clicking the blue Import Issue Types button
Guidelines for Bulk Import
The asterisk (*) indicates required fields
|
Field Name |
Explanation |
What’s Allowed |
Example |
|---|---|---|---|
| *Issue Category | The category the issue type is part of |
Must match an existing category
|
After Hours |
| *Issue Name | The name of the issue type you'd like to add | Recycling | |
| Property | The property the issue type should be associated to | You must specify an existing property name as it appears in Prism. | 123 Prism St |
| External Key | |||
| Priority | The priority of the Issue Type |
You can choose from
|
Low |
| Assignee | The assignee of the Issue Type | You must specify an existing user's name as it appears on Prism | John Doe |
| Organization Assignee | |||
| Team Assignee | The team assigned to the Issue Type | You must specify an existing team's name as it appears on Prism |
Engineering Team |
| Charge Code | The charge code associated to the Issue Type | You must specify an existing Charge Code as it appears on Prism | CLN |
| Labor Rate | The labor rate associated to the Issue Type | You must specify an existing Labor Rate as it appears on Prism | Engineering Rate |
| Budget | |||
| Billable | Specify whether the issue type should be billable | Yes or No | Yes |
| Taxable | Specify whether the issue type should be taxable | Yes or No | Yes |
| Property Visible | Specify whether the issue type should be property visible | Yes or No | Yes |
| Tenant Visible | Specify whether the issue type should be tenant visible | Yes or No | Yes |
| Note |