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Uploading Agreements

Posted on by 25

Hi all 

Has anyone managed to bulk upload Field service Agreements, including all the Booking details?  If so how do you set the booking frequency?  What are the steps for the upload as i can't see how you upload the frequency of the Agreements booking? 

Kind Regards

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  • Suggested answer
    antc Profile Picture
    antc 2,909 on at
    RE: Uploading Agreements

    Here is a pattern if you unhide the reccurence setting field in Agreement Booking Setup form to help with format.

    I only use SSIS with kingswaysoft connector to load data.

    <root><pattern><period>monthly</period><option>everyWeekday</option><months every='2'><weekdef>2</weekdef><weekday>3</weekday></months></pattern><range><start>11/27/2017</start><option>noEndDate</option></range><datas/></root>

  • Thomas David Dayman Profile Picture
    Thomas David Dayman 11,323 on at
    RE: Uploading Agreements

    The booking frequency is stored in a field somewhere as XML on the Agreement Booking Setup. Might be worth creating one from scratch and seeing how it's formatted.

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