Importing Projects in ServiceDesk Plus On-Premise - Best Practices & Flow Guide with Examples
The attached guide provides a comprehensive walkthrough of the import process for Projects, Milestones, and Tasks in ServiceDesk Plus On-Premise. It covers each screen, field, and operation in detail, along with best practices and practical examples to ensure your imports are accurate and efficient.
We strongly recommend reviewing the entire PDF before initiating any import—whether it's a project, milestone, or task. The instructions and validations apply regardless of the file format used (XLS, XLSX, or CSV); the sheet type does not impact the process.
Regards,
Senior Product Manager, Enterprise Service Management.
ManageEngine, a division of Zoho Corp.
New to ADSelfService Plus?
Related Articles
Automatically create MS Planner tasks in SDP Projects using MS Power Automate.
In many organizations, project teams use various tools to manage their tasks. For instance, a team might use Microsoft Planner (MS Planner) to organize and assign tasks due to its simplicity and integration with other Microsoft 365 applications. ...ServiceDesk Plus On Premise : Integrate with ServiceNow using Zoho Flow
This document will guide you through the steps to integrate ServiceDesk Plus with ServiceNow upon Zoho Flow. The pre-requisites for this integration : Make sure the Zoho Flow Agent is up and running in the machine in which the ServiceDesk Plus server ...How to import requests data into ServiceDesk Plus MSP ?
You can import your existing helpdesk Requests (tickets) into ServiceDesk Plus MSP (SDP MSP) using XLS format. Requests can be migrated to SDP MSP with basic details. Assets data can be scanned again through SDP MSP windows domain scan or using ...Best Practices to Secure the application (ServiceDesk Plus - MSP & Supportcenter Plus)
This document is common for ServiceDesk Plus MSP and Supportcenter Plus application Best practices to avoid threats: Upgrade to the latest version and builds. Reset the password of bundled accounts (administrator and guest) Enable two-factor ...Integrating Zoho Projects with SDP MSP change management
Overview: Automatically creating projects in Zoho Projects based on the changes in SDP MSP keeps everything in sync without manual updates. This means all tasks and updates on a Change are automatically reflected in Zoho Projects, making it easier to ...