This page explains how to import accounts from service by wrapping the data into an XML file. The page is divided into two sections, first how to import and then the content and structure of the XML file is explained.
The XML Import from Service was included in Tempo Account Manager included in Timesheets versions lower than Timesheets 7.10. it is available in Tempo Accounts to respect backwards compatibility |
The Account Custom Field is installed automatically with Tempo Accounts, but needs to be set to the screens according to your needs.
This is an ideal way to establish a semi-automatic way to import accounts as explained below:
A few notes:
The code block below shows the structure of the XML file, with an example of two accounts.
The creation of this file could be automated in an external account system, but you will always have to manually click the button as explained above.
The mapping of XML tags to attribute names is explained in the table on the Import Template CSV page. It is not always necessary to use the complete set of XML tags, like the last three can be omitted easily. The latter account in the code example is associated to two different JIRA projects, by using a comma (",") separator between the project keys.
Code block, showing an example of an XML file containing two accounts
<?xml version="1.0" encoding="UTF-8"?> <accounts> <account> <accountId>901401</accountId> <accountName>Development New</accountName> <customerId>100201</customerId> <customerName>CloudBay</customerName> <customerContactName>John Brown</customerContactName> <categoryId>300</categoryId> <categoryDescription>Development</categoryDescription> <employeeId>erica</employeeId> <employeeName>Erica Jefferson</employeeName> <jiraProjectKey>CLOUD</jiraProjectKey> <isGlobal>true</isGlobal> <monthlyBudget>0</monthlyBudget> </account> <account> <accountId>ERT</accountId> <accountName>TO OPEX</accountName> <customerId>ERTA</customerId> <customerName>GreenCl.</customerName> <customerContactName>John Steel</customerContactName> <categoryId>ERTB</categoryId> <categoryDescription>Service plus Mant</categoryDescription> <employeeId>robert</employeeId> <employeeName>Robert Penn</employeeName> <jiraProjectKey>SUPPORT,TO</jiraProjectKey> <isGlobal>false</isGlobal> <monthlyBudget>200</monthlyBudget> </account> </accounts> |