Overview:
We currently do not have a built-in feature to import XLS files directly into the Change module. However, we understand that many customers need to import change requests from other tools into ServiceDesk Plus. To address this need, we have developed a widget-based solution as a temporary measure.
Steps to add it as a dashboard widget:
1. Open the ServiceDesk Plus Dashboard page and click on the "New Dashboard" button.
2. Click on "Save" once all the details, such as the name and other required fields, are filled in. This widget can be restricted to view only by the Created User by adjusting the sharing options in the same form.
3. After creating a new dashboard, click on the "New Widget" button.
4. Within the slider, click on the "External Widget" tab, fill in the required details, attach the provided HTML file, and then click the "Add" button.
1. Click on "Choose File" and upload the XLSX file.
2. Once the XLSX file is uploaded, the field mappings will be displayed. Click on each field and select the corresponding column from the dropdown options to map it to the appropriate field.
3. After mapping all the fields to their respective columns, click the "Import" button at the bottom of the widget.
4. All change records will be imported. At the bottom of the widget, you can view the list of failed records and the count of successful records.
The sample response above shows one of the failed entries:
Row 3 input_data:
{"change":{"udf_fields":{},"priority":{"name":"High"},"description":"Change 2 Description","title":"Change 4","category":{"name":"jabsdfhjas"}}}
Response 3:
{"response_status":{"status_code":4000,"messages":[{"status_code":4001,"field":"category","type":"failed","message":"Invalid Input"}],"status":"failed"}}
This indicates that the change upload failed because the specified category name, `"jabsdfhjas"`, is not available in ServiceDesk Plus (SDP).
5. After addressing any issues like the one above, all remaining records will be successfully imported.