How to Format CSV File for Importing Problem Notes and Tasks into Help Desk Migration

Taras Velychko

How to structure CSV with Problem Notes and Tasks for Migration

For importing Problem Notes and Problem Tasks into your help desk system, make sure your CSV files are formatted as follows:

Required Columns:

Problem Notes: NoteId, ProblemId, AuthorEmail, Body, CreatedTime, Public.
Problem Tasks: TaskId, ProblemId, Subject, Status, AgentEmail, AgentName, DueTime, CreatedTime.

Formatting Requirements:

Note and Task Descriptions: Can contain HTML formatting if required.
Attachments: Provide public URLs for any attachments related to notes or tasks.
Consistency: Ensure ProblemId and TaskId values are consistent across notes and tasks related to the same problem.

You can find a CSV file template on the Source step while setting up the Demo migration.

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