| Subject |
Required |
Any text string. Rows missing a subject will be skipped and reported as errors. |
| Description |
Optional |
Free text. HTML is stripped on import. |
| External ID |
Optional |
Alphanumeric identifier from your external source system. Used for duplicate detection alongside Subject. |
| Ticket Status |
Optional |
New, Open, In Progress,
Additional Info, Resolved
Unrecognised values (including Closed) default to New and are reported as warnings.
|
| Priority |
Optional |
Normal, Medium, Rush
Unrecognised values default to Normal and are reported as warnings.
|
| Ticket Type |
Optional |
Exact name of an active Ticket Type configured for your company (case-insensitive).
Ticket Type names can be exported from the Helpdesk Ticket Types settings page.
Unmatched values are reported as warnings; the ticket is still imported without a type.
|
| Channel |
Optional |
Exact name of a Channel configured for your company (case-insensitive).
Channels can be reviewed on the Helpdesk Ticket Settings page.
Unmatched values are reported as warnings; the ticket is still imported without a channel.
|
| For |
Optional |
merchant or lead.
Unrecognised values are omitted (field left blank).
|
| Merchant Visibility |
Optional |
Not Visible (default when blank) | Visible
Accepted values for Visible: Visible, Yes, 1, True (case-insensitive).
Any other value or blank defaults to Not Visible.
|
| Group |
Optional |
Exact name of a Group configured for your company (case-insensitive).
Unmatched values are reported as warnings; the ticket is still imported.
|
| Assigned To |
Optional |
User's email address, full name First Last, or numeric User ID. Multiple users supported via comma-separated list (max 20).
Blank defaults to the ticket type's auto-assign users (if configured). Unrecognised users are reported as warnings.
|
| Created By |
Optional |
User's email address, full name, or numeric User ID.
Defaults to the importing user when blank. Invalid values are reported as warnings and default to the importing user.
|
| Last Modified By |
Optional |
User's email address, full name, or numeric User ID.
Defaults to the importing user when blank.
|
| Last Status Update By |
Optional |
User's email address, full name, or numeric User ID.
Defaults to the importing user when blank. Invalid values are reported as warnings and default to the importing user.
|
| Due Date |
Optional |
Supported formats: dd/mm/yyyy, mm/dd/yyyy, yyyy-mm-dd.
Time may optionally be appended: 30/06/2025 15:45 or 30/06/2025 3:45 PM.
Unsupported formats are reported as warnings and the field is left blank.
|
| Created |
Optional |
Original creation date/time. Same formats as Due Date.
Overwrites the system-generated creation timestamp on the imported ticket.
|
| Last Modified |
Optional |
Same formats as Due Date. Time may be included (e.g. 3:45 PM or 15:45). |
| Last Status Update |
Optional |
Same formats as Due Date. Time may be included (e.g. 3:45 PM or 15:45). |
| Outcome |
Optional |
Exact name of a Ticket Outcome configured for your company (case-insensitive).
Outcome names can be exported from the Helpdesk Ticket Outcomes settings page.
Unmatched values are reported as warnings; the ticket is still imported without an outcome.
|