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
|
|