How to Import Custom Objects of the Dispatch Solution Through a Spreadsheet

1.    Access the Dispatch solution.

2.    In the Export/Import section, click Call Categories, Operating Procedures, ID Types, Call Origins, or Associated Events.

3.    Click Browse.

4.    Locate the file in the dialog box that appears and click Open.

5.    Click Validate File for the system to check if there are any errors that would prevent the spreadsheet from being imported (see figure below).

 

 

When Validate File is clicked, the system displays a success message if no errors are found.

 

6.    Once validated, select it again and, depending on the option selected, click Import Categories, Import Operating Procedures, Import ID Types, Import Call Origins, or Import Associated Events so that the objects and their properties are imported to the system.

 

The system displays a success message confirming that the objects were imported to the system, as well as a validation message and notifications.