{"id":2717,"date":"2024-08-12T19:56:18","date_gmt":"2024-08-12T16:56:18","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/helpdesk\/importing-tickets-in-helpdesk\/"},"modified":"2024-08-12T20:03:31","modified_gmt":"2024-08-12T17:03:31","slug":"importing-tickets-in-helpdesk","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/helpdesk\/importing-tickets-in-helpdesk\/","title":{"rendered":"Importing Tickets in Helpdesk"},"content":{"rendered":"\n<p>Importing tickets in Helpdesk is easy and can be done by uploading an <strong>XLS<\/strong> or <strong>XLSX<\/strong>. file<\/p>\n\n\n\n<p><em>Note: To use the Helpdesk features, you need to <a href=\"https:\/\/akaunting.com\/hc\/docs\/apps-and-integrations\/installing-an-app\/\" rel=\"noreferrer noopener\" target=\"_blank\">Install<\/a> or <a href=\"https:\/\/akaunting.com\/hc\/docs\/apps-and-integrations\/purchasing-an-app\/\" rel=\"noreferrer noopener\" target=\"_blank\">Purchase<\/a> the <a href=\"https:\/\/akaunting.com\/apps\/helpdesk\" rel=\"noreferrer noopener\" target=\"_blank\">Helpdesk App<\/a>.<\/em><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Importing Tickets in Helpdesk:<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>From your Akaunting Dashboard, <strong>Click<\/strong> <strong>Helpdesk<\/strong> on the Navigation Menu Panel<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"2465\" height=\"799\" src=\"https:\/\/assets.akaunting.com\/hc\/2024\/08\/12194459\/Creating-tickets-in-Helpdesk-e1723798206194.png\" alt=\"Creating tickets in Helpdesk\" class=\"wp-image-2706\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2024\/08\/12194459\/Creating-tickets-in-Helpdesk-e1723798206194.png 2465w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12194459\/Creating-tickets-in-Helpdesk-e1723798206194-300x97.png 300w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12194459\/Creating-tickets-in-Helpdesk-e1723798206194-1024x332.png 1024w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12194459\/Creating-tickets-in-Helpdesk-e1723798206194-768x249.png 768w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12194459\/Creating-tickets-in-Helpdesk-e1723798206194-1536x498.png 1536w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12194459\/Creating-tickets-in-Helpdesk-e1723798206194-2048x664.png 2048w\" sizes=\"auto, (max-width: 2465px) 100vw, 2465px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>On the Tickets page, click the ellipses menu icon <img decoding=\"async\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/06155359\/Screenshot-2023-04-06-at-15.52.49.png\" alt=\"ellipses menu icon\" style=\"width: 30px;\"> at the top left corner.<\/li>\n\n\n\n<li>Select <strong>Import<\/strong> from the ellipses dropdown options.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"332\" src=\"https:\/\/assets.akaunting.com\/hc\/2024\/08\/12195942\/select-import-new-ticket-1024x332.png\" alt=\"select import new ticket\" class=\"wp-image-2720\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2024\/08\/12195942\/select-import-new-ticket-1024x332.png 1024w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12195942\/select-import-new-ticket-300x97.png 300w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12195942\/select-import-new-ticket-768x249.png 768w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12195942\/select-import-new-ticket-1536x498.png 1536w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12195942\/select-import-new-ticket-2048x664.png 2048w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>On the <strong>Import Tickets<\/strong> page, <strong>Download<\/strong> the sample file.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"413\" src=\"https:\/\/assets.akaunting.com\/hc\/2024\/08\/12200036\/download-a-sample-of-the-import-ticket-file-1024x413.png\" alt=\"download a sample of the import ticket file\" class=\"wp-image-2721\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2024\/08\/12200036\/download-a-sample-of-the-import-ticket-file-1024x413.png 1024w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12200036\/download-a-sample-of-the-import-ticket-file-300x121.png 300w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12200036\/download-a-sample-of-the-import-ticket-file-768x310.png 768w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12200036\/download-a-sample-of-the-import-ticket-file-1536x620.png 1536w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12200036\/download-a-sample-of-the-import-ticket-file.png 2042w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Enter the necessary field on the Sample File<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"521\" src=\"https:\/\/assets.akaunting.com\/hc\/2024\/08\/12200125\/Enter-the-necessary-field-on-the-Sample-File-1024x521.png\" alt=\"Enter the necessary field on the Sample File\" class=\"wp-image-2722\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2024\/08\/12200125\/Enter-the-necessary-field-on-the-Sample-File-1024x521.png 1024w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12200125\/Enter-the-necessary-field-on-the-Sample-File-300x153.png 300w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12200125\/Enter-the-necessary-field-on-the-Sample-File-768x390.png 768w, https:\/\/assets.akaunting.com\/hc\/2024\/08\/12200125\/Enter-the-necessary-field-on-the-Sample-File.png 1440w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Category name<\/strong>: This must be the same as the ticket categories you have added to the helpdesk app.<\/li>\n\n\n\n<li><strong>Subject<\/strong>: Write a subject for the ticket<\/li>\n\n\n\n<li><strong>Message<\/strong>: Write an explanation for the ticket.<\/li>\n\n\n\n<li><strong>Save<\/strong> the file as <strong>XLS<\/strong> or <strong>XLSX<\/strong>.<\/li>\n\n\n\n<li>Upload your file to Akaunting.<\/li>\n\n\n\n<li>Click <strong>Import <\/strong>and wait for a few seconds. This may vary depending on the size of the data.<\/li>\n<\/ul>\n\n\n\n<p>You&#8217;ll receive a sidebar notification, and once the upload is completed, a confirmation will be sent to your email.<\/p>\n\n\n\n<p class=\"has-text-align-center\"><em>Learn more about <a href=\"https:\/\/akaunting.com\/hc\/docs\/import-export\/\">Importing or Exporting<\/a> on Akaunting<\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Importing tickets in Helpdesk is easy and can be done by uploading an XLS or XLSX. file Note: To use the Helpdesk features, you need to Install or Purchase the Helpdesk App. Importing Tickets in Helpdesk: You&#8217;ll receive a sidebar notification, and once the upload is completed, a confirmation will be sent to your email. [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":2701,"menu_order":3,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-2717","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/2717","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=2717"}],"version-history":[{"count":2,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/2717\/revisions"}],"predecessor-version":[{"id":2723,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/2717\/revisions\/2723"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/2701"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=2717"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=2717"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}