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People Import

Hello TDX!
I am testing in the sandbox, and I noticed the provided template in TDNext does not have the fields to define the default client and the security role for users. Does this method of import not allow that? I tried adding those field...
1 Answer
Michael Rodriguez Last activity on 9/18/2023 11:01:58 AM by Mark Sayers

Bulk Update an Asset Without Changing Status?

We recently added a custom attribute to all of our assets, and now we're trying to do a bulk update using the Asset Import xlsx spreadsheet.
However we don't want to alter the 'Status' of the assets, and that seems to be a required fi...
1 Answer
Nathan Ignatz Last activity on 10/7/2022 1:15:05 PM by Mark Sayers

Value Format for Importing Multi-Select Attributes

I have recently attempted the first ticket import using the Ticket Import tool. I have been successful in importing all attribute types except multiselect attributes. The source data is presented as semi-colon separated values which I have reform...
1 Answer
Jordan Van Pelt Last activity on 4/16/2021 9:49:58 AM by Mark Sayers

TeamDynamix People Import Utility

I've managed to find the People Import Utility, but cant find any instructions on how to configure or use it.
Is this supposed to run as a scheduled task? How do i configure it? What firewall ports need to be open to which servers etc?
1 Answer
Walt Penner Last activity on 1/11/2021 1:04:38 PM by Mark Sayers

bulk import ticket attribute options?

Is it possible to import a large list of options for a cascading custom attribute? I've got over 160 choices for one (with 38 options in the parent attribute) and it would be much easier to be able to format and import a spreadsheet with the opti...
1 Answer
Becky Klein Last activity on 11/4/2020 4:20:56 PM by Mark Sayers

Ticket Import and Requestor / Responsible User email address

The Ticket Import help says, "... Requestor and Responsible User must be entered in the format " Name < Email >"...". Is this the Alert/Notification Email? It seems to be so, but did it change at some point from being...
1 Answer
David Durling Last activity on 10/22/2020 12:46:57 PM by Mark Sayers

Importing tickets with multiselect attributes

Are we able to specify multiple values for multiselect & checkbox fields when importing tickets? If so, how should the values be separated in the cell in Excel? When testing an import with one value in a multiselect field, it works. I seem...
1 Answer
David Durling Last activity on 10/8/2020 12:53:07 PM by Mark Sayers

Does TDX Allow Multiple Asset Imports?

In TDNext under the Asset/CIs tab we have used the template for hardware but we want to know if there are different asset import templates?
1 Answer
Sophia Scott Last activity on 6/19/2020 3:50:16 PM by William Cochran

TDAdmin Permissions for Import / Export

What Admin Permission(s) do I need to check in order for someone to have the Import Settings and Export Settings buttons on the Home page of TDAdmin? I would like to enable this in the Sandbox environment for one of our programmers for testing w...
2 Answers
Steve Blackburn Last activity on 12/5/2019 9:49:37 AM by Steve Blackburn

Import invoices?

Is it possible to import invoices via CSV or some other data source? Thanks!
3 Answers
Jason Overholt Last activity on 4/6/2017 11:49:35 AM by Mark Sayers

Batch Ticket creation in Team Dynamix

Is there a way to batch create tickets, even hundreds at a time, within Team Dynamix itself? I used to do this via ticket importing with excel, however I am trying to move the whole operation side of things over to Team Dynamix.
Thus far I ha...
1 Answer
Travis Nilsson Last activity on 2/22/2016 11:01:00 AM by Mark Sayers

Cannot map "Service" field when using Ticket Import

I've been working with the ticket import tool (Tickets>+New>Ticket Import), and I am unable to find a way to import tickets with the "Service" field already selected. I have attached images to explain my issue:
3 Answers
Stephen Elmer Last activity on 12/17/2015 11:04:52 AM by Mark Sayers

Asset Import

We are looking to import our assets from another system (Footprints) into Team Dynamix and using the template, it doesn't appear to be any field that will import the Lease # (Contract # in TD). How would we do this? I know that we will need to ...
1 Answer
Lorraine Helson Last activity on 10/29/2015 11:22:21 AM by Jamey Stock

Deleting assets in mass

We want to import several hundred assets into our test environment of Team Dynamix but want to know if we can delete them en masse to retry the import multiple times. Is this possible and if so, how?
1 Answer
Lorraine Helson Last activity on 10/15/2015 10:54:42 AM by Jamey Stock

Importing a Service Catalog from Excel

Is it possible to import a service catalog from an excel file. If so how is this done? I am new to TeamDynamix so I would need somewhat specific instructions.
1 Answer
Jim MacKenzie Last activity on 10/13/2015 11:01:40 AM by Jamey Stock

Can't import updated list of location rooms

Dear TD folks:

I have 253 locations and 19,293 rooms nested under them currently in TD (working in the sandbox, for now). Some buildings were built and others renovated, so I have to reimport to update several hundred location rooms ...
3 Answers
Jeffrey Toaddy Last activity on 10/29/2019 12:39:00 PM by Matthew Probst

KB article import

What is the minimum licensing and security configuration for someone to be able to create/import knowledge base articles?
1 Answer
Dalin Bruns Last activity on 5/22/2015 12:54:59 PM by Matt Sforza

What are the different methods for populating TeamDynamix's Knowledge Base?

I am interested in learning the different methods available to populate knowledge base articles in TeamDynamix.
2 Answers
Jason Ehmann Last activity on 9/17/2014 2:54:47 PM by Jason Ehmann

Can User Groups be imported?

Can user groups be imported?
1 Answer
Bob Black Last activity on 9/4/2014 10:50:27 AM by Brandon Montgomery