Client & Site XLS template fields

Column Header	Halo Field name	Location in Halo
TopLevel	Top Level	Details tab of a Client. When Top-Levels are enabled this field will show. This determines the overarching categorisation/grouping level for a Client.
CustomerName	Client Name/Customer Name	Mandatory field. Details tab of a Client. This is the name of the Client.
AccountsID	Customer ID for Accounting Integration	Billing tab of a Client. This is the ID used for to identify this Client in Accounting Integrations.
SiteName	Site Name	Details tab of a Site. This is the name of the Site.
AddressLine1	Address Line 1	Details tab of a Site. 1st Line of Site's address.
AddressLine2	Address Line 2	Details tab of a Site. 2nd Line of Site's address.
AddressLine3	Address Line 3	Details tab of a Site. 3rd Line of Site's address.
AddressLine4	Address Line 4	Details tab of a Site. 4th Line of Site's address.
PostCode	Post/Zip Code	Details tab of a Site. The Site's Postcode/Zip Code.
SitePhoneNumber	Phone Number	Details tab of a Site. The Site's phone number.
SiteEmailDomain	Domain Name(s)	Settings tab of a Site. The Domain of emails from this Site. This is used for Domain matching to assign Tickets to the correct Site even when no User is matched.
SiteMemo	Notes	Details tab of a Site. Notes about the Site.

Importing Sites which belong to Multiple Clients

If you have set your "Customer-Site-User Relationship" in Halo, such that a site can belong to multiple customers (option shown in Figure 1). Site imports via csv can be used to create and update a site with multiple Clients.

Fig 1. Customer-Site-User-Relationship

To do this you will need to structure your import template such that there is a row for each of your sites. For each site there must be a column containing the site name, a column containing the default organisation (customer) for the site as well as another column containing all the Clients the site comes under.

These columns must be called "SiteName" (or Siteid), "CustomerName" and "siteclient" (respectively).

Fig 2. Example csv to import a site belonging to multiple clients

SiteName - Enter the name you would like the site to have.

CustomerName - Enter the name of the default customer you would like this site to belong to. If this customer does not already exist in your instance, a customer with this name will be created. If the customer already exists enter the name of the customer here. The client added here will be added to the site by default, they do not need to be added in the "Siteclient" column too.

siteclient - Here you will need to add some nested JSON to determine the clients (customers) the site will be added to.

JSON for siteclient

The JSON entered in the column here must follow the following format:

[{"id":13, "name":"Tony's Tyre Emporium"}, {"id":17,"name":"Acorn Construction"}]

In which "id" is the ID of the client you would like to add this site to and "name" is the name of this client.

When the import is run the site will be created with the specified clients.