Signature Import Utility

This section describes the steps for importing files into Service Management Series and Job Cost.

Signature Utilities validates imported data, which means if a record does not have data in the validated fields, the record is not imported.

In addition, when you import customer or location data files into Service Management, both Service Management and Microsoft Dynamics GP tables are updated. If you import data using the Microsoft Dynamics GP Import Utility, only Microsoft Dynamics GP tables are updated. For more information on import field definitions, see Field Definitions.

Updated Job Cost change order rules have been implemented in Signature 2016 R3.

See also:

Preparing to Import Files

Creating the Import File

Update to Change Order Rules

Using the Import Utility