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Service Request Fields: Import Preparation

The following table contains specific information about setting up your CSV file before importing service requests into Siebel CRM On Demand. This information supersedes the guidelines for field data types, for further information, see Field Type Guidelines for Importing Data. You must review the following import information before performing an import.

NOTE: The Default Field column in this table contains only the initial (default) name for each field. It does not contain any names the user has changed.

Default Service Request Field Name

Data Type

Maximum Length

Comments

Account

Text

100

 

Account External ID

Text

30

 

Area

Picklist

30

Default valid values: Product, Installation, Maintenance, Training, and Other

Cause

Picklist

30

Default valid values: Unclear Instructions, User Needs Training, Existing Issue, New Issue, Other

Closed

Time

Date/Time

 

Contact

Text

255

 

Contact External ID

Text

30

 

Dealer

Picklist

 

Siebel CRM On Demand Automotive

Description

Text

1999

If a Description field in the import file exceeds 1999 characters, it is truncated to 1900 characters and the remaining characters are added to linked Notes, each with a maximum limit of 4095 characters.

External Unique ID

Text

30

 

Opened Time

Date/Time

 

 

Owner

Text

50

 

Owner External ID

Text

30

 

Priority

Picklist

30

Default valid values: 1-ASAP, 2-High, 3-Medium, 4-Low

Product

Picklist

 

 

Reassign Owner

Check box

n/a

 

Servicing Dealer

Text

 

Siebel CRM On Demand Automotive

Source

Picklist

30

Default valid values: Phone, Web, Email, Fax

SR Currency

Text

20

 

SR Number

Text

64

 

Status

Picklist

30

Default valid values: Open, Pending, Closed, Open - Escalated, Cancelled

Subject

Text

250

 

Type

Picklist

30

Default valid values: Question, Issue, Enhancement Request, Other

Related Topics

Service Request Fields

Field Type Guidelines for Importing Data

Importing Your Data


Published 05/11/2007