Importing the Service Portfolio
3 min
The purpose of this functionality is to import the service portfolio. The import data can be viewed in the Service Portfolio.
Before getting started
To import, it is necessary to generate the import spreadsheet template.
Procedure
- Access the functionality through the main menu System > Data Importing and Loading > Service Portfolio Load;
- To register an import spreadsheet template, click on the "Import" tab;
- Click on "Choose file" and select the file that has to be in the ".xls" or ".xlsx" format ;
- Click on "Import".
🖊 Note: When importing, if there is any inconsistency between the values adopted in the system and the values entered in the spreadsheet, the system will display an alert.