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
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>
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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