Troubleshooting the Import Utility

• Date fields are not importing correctly
  If the imported file used a date format containing slashes such as 02/15/15, check the source data. The record must be typed: '02/15/15. The single quote identifies the numbers as a date with slashes.
• The phone button in the customer window doesn't work
  Most likely, phone numbers were imported without the four-digit extension. Therefore, Service Management cannot find a matching record. Select Signature Utilities > File Maintenance Utilities > Service Management > Phone Extensions. Run the utility to set all phone and fax number extensions to 0000.
• Service Management maintenance contract records are not importing correctly
  When Premier users import maintenance contract records, the escalation date is required. Ensure the field location contains the anniversary date.

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