Preparing a schedule profile CSV file for batch import

When you create a CSV file for importing a schedule profile, you must include the action that you intend to use the CSV file for. You can create a CSV file for adding a new schedule profile, for updating an existing one or for deleting an existing one. This section describes the characteristics and requirements of each action.
  • ADD action: Creates a new Auto-Assignment profile if the CSV file contains required and accurate content. The action has these characteristics and requirements:
    • A new profile is added only if all mandatory fields values are included in the CSV file. TEAMS and GROUPS must be specified.
    • If mandatory fields are missing, the record is skipped and an exception message is included on the Import Transactions form.
    • If the TEAM in the new schedule profile is already associated with an existing schedule profile, the record is skipped and an exception message is included on the Import Transactions form.
    • If an existing schedule profile with same name exists, even if it is for a different team, the record is skipped and an exception message is included on the Import Transactions form.
  • UPDATE action: Updates an existing schedule profile. The action has these characteristics and requirements:

    • If a record is found with the same name but the existing record is not associated with another schedule profile, all field,s including TEAM and GROUP, are updated. If the record to be updated has the same name as another record that is associated with a different schedule profile, the record is skipped and an exception message is included on the Import Transactions form.

    • If a record is found with same name, all the provided fields are updated. This is true even if the TEAM or GROUP is not provided on the CSV file. This means that an existing TEAM or GROUP could be overridden on another profile. It is a good idea to include the TEAM or GROUP in the CSV file.
    • If the schedule profile name field is empty, the record is skipped and an exception message is included on the Import Transactions form.
    • If a record is not found for the schedule profile name, the record is skipped and an exception message is included on the Import Transactions form.
  • DELETE action: Deletes an existing profile from the system. The action has these characteristics and requirements:

    • Only the schedule profile name is required for the CSV file.

    • If an existing record for the profile is not found, the record is skipped and an exception message is included on the Import Transactions form