Basics
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      Uploading Services via Spreadsheet

      Walking through CSV or Excel upload methods for importing services.

      To add content at scale, we allow you to add and update services via CSV.

      Step 1 - Verify your Language Fields

      Please verify your language fields are set up the way you want them to appear in the Projects.

      • You can check the language fields under Settings > Content > Language Fields

      The language fields create the "containers" for the language you will upload, so ensure they are correct before you proceed.


      Step 2 (Optional) - Download the CSV template from an existing service.

      You can find your existing Services at Settings > Content under Professional and Managed Services. You can hover over any service and move your cursor to the far right side of the column (past the created timestamp), click the extra context dropdown icon, and a small download icon will appear. 

      If you want to update an existing service via CSV, you can download the CSV for the file as a great template to get started with.

      If you want to create a new service via CSV, you can use the header row as a template to guide your service creation and delete the other content rows.

      You can also create a CSV from scratch and map the values accordingly during the import process.

      Step 3 - Update an existing or create a new Service via CSV

      Now let's take a closer look at the makeup of the downloaded CSV.

      The platform reads the spreadsheet rows in the following pattern:

      • It knows it has encountered a new Service if the Subservice field is empty for a row. In the example above, Row 2 has its subservice field empty, so the information for that row is interpreted to be information for the overall Service.

      • If the next row it encounters has a Subservice field and the Line of Business, Service Category, and Service information match, it will interpret that row as information about the first Subservice. In the above example, Row 3 contains a Subservice name. Column 1-4 information matches that of the service above, so it interprets that as the first Subservice of the Service.

      • It will follow this pattern, adding additional subservices, until it encounters the next row lacking a Subservice. The platform interprets that row as the beginning of a new Service, and the process repeats.

      The columns in the sheet breakdown like so:

      • Line of Business/Sevice Category/Service Columns: The platform will attempt to match services by this unique combination of attributes. If a service does not match these three attributes, the platform will create a new one with the attributes defined in the sheet. The platform will create new Lines of Business and Service Categories as needed.

        • You can't update the Line of Business or Service Category of an existing Service as the platform will create a new service with the new LOB and SC values.

        • If you import a service with the same service name as an existing service but with a new Line of Business, the platform will create a new service with the appropriate information.

        • If you import a service that matches an existing service with all three attributes, the platform will update the existing service with any changes you make with other imported attributes.

      • Phases: The platform will attempt to match the value assigned to a Service via sheet. The imported service will have its Phase value left blank if none is found. The platform will not create new Phases via import. You can then align the service to an existing Phase in the user interface.

      • Resources: The platform will attempt to match the value assigned to a Service via CSV. If none is found, the platform will create a new Resource and align that resource to the imported service. Resource names are case-sensitive, so be sure it matches exactly.

      • Suggested Hours sets the unit hour for the service or subservice on Professional Services

      • The State column can define how users can use the content on import in the platform or to remove content.

        • The valid values for the state column are: active, pending, custom, deleted

        • If no state attribute is mapped, the service will be added to the platform in the pending state.

        • Users can use the deleted state to remove content from the platform. Setting a service/subservice to deleted will remove that content from the platform upon import.

      • Service Type allows you to differentiate between professional_services and managed_services

        • You can import Managed Services and Professional Services in the same sheet. The import function works the same whether initiated from the Professional Services or Managed Services screen.

        • If the Service Type is not defined as managed_services, the platform will assume you are importing a Professional Service.

        • If you have created a Managed Service, you can define the Billing Frequency as:

          • monthly

          • quarterly

          • yearly

        • The platform won't display a Managed Service's resource, Effort, and Phase information if you defined any.

      • Billing Frequency is defined for the service-level row only.

        • Subservices can't have a Phase, Service Type, or Billing Frequency different from the parent service.

        • Those values will be ignored for Subservices.

      • The Service Description column is where you can define the Service Description value for the service or subservice.

      • After the Service Description column, you will see columns for your Phases. In some of these columns, you may see some content. Except in specific circumstances, you can ignore these columns as they are a legacy function of the platform.

      • Language Field columns then follow the Service Description/Phase Columns, and you can enter appropriate information per service/subservice in those columns.

      • A few additional standard columns are available for import but are not exported. They are:

        • SKU: This column lets you define a SKU value for the service level that can be used in the platform

        • Service Price: This column lets you define a Service Price per Unit with a minimum quantity of 1 in a Variable Rate fashion.

        • Service Cost: This column lets you define a Service Cost per Unit with a minimum quantity of 1 in a Variable Rate fashion.

      Step 4 – Importing a CSV

      After you've updated or created your new services in your spreadsheet, you're ready for import. To import a CSV, navigate to either the Professional or Managed Services pages and click the Import button in the top right corner.

      After selecting a file and clicking Import, the platform will bring you to a column assignment page. The page will show you the first five rows of your CSV to assist in aligning information to the appropriate column.

      You can go ahead and go ahead and configure how you would like the platform to read your sheet here. You can align each Column to an attribute in ScopeStack using the dropdown menu on each Column.

      Some additional things to know about this interface:

      • You can scroll right and left to view all the columns available to map via the uploaded CSV.

      • You can indicate if the first row is a header row via the checkbox. The platform will skip the first row during import if you check the box.

      • To continue with the import, you'll need to map the Line of Business, Service Category, and Service columns.

      • You can only map one attribute to one column.

      • You don't need to map every attribute to a column. The remaining attributes are optional, depending on what you want to import/update.

        • If you don't map an attribute and update a service, nothing will be changed about the unmapped attributes on the service you are updating.

      Step 5 – Process the Import

      When ready, press the Process Import button at the bottom of the mapping dialogue. The platform will either inform you of an error or display the results of your import.

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