Bulk create Agents / Employee
complete
Kamal Saran
complete
This the can be archived now with new offering from Enate - https://docs.enate.net/enate-help/integrations/enate-integration-services-powered-by-snaplogic
H
Harsh Seksaria
Bulk create Agents should also support uploading Extension Property data fields.
Kamal Saran
under review
Kamal Saran
bulk upload for contacts is being added in 21.1 release. we are planing to add similar funtions for other user as well.
Kamal Saran
open
Kamal Saran
considered for 2023.1
Kamal Saran
under review
Kamal Saran
Merged in a post:
Bulk import New/Update users(employees/contacts)
Y
Yathish Krishnamurthy
As a builder user I should be able to bulk import new users or update users settings.
As part of the import /update I should also have the ability to setup reporting manager.
S
Surabhi Suragihalli
Would be good to have a bulk upload template to upload the contacts at one go in association with the tags [Trusted Source, Primary, Requester] and the client. It is important to have client-contact association.
Kamal Saran
Surabhi Suragihalli: Thanks for the detailed feedback. Really appreciated. The above request to create the contacts in bulk on the platform. After the contacts are created you can pick them up while processing the work item and tag appropriately. We can't add the tags while creating the contact as one contact can be linked to multiple work items and at each instance, it can have different tags.
Hope it makes sense.
Thanks
Kamal.