{"id":82425,"date":"2021-03-29T19:23:06","date_gmt":"2021-03-29T19:23:06","guid":{"rendered":"https:\/\/onedesk.com\/videos\/importation-de-tickets-et-de-taches\/"},"modified":"2022-06-09T19:52:29","modified_gmt":"2022-06-09T19:52:29","slug":"importation-de-tickets-et-de-taches","status":"publish","type":"aiovg_videos","link":"https:\/\/onedesk.com\/fr\/vid\u00e9os\/importation-de-tickets-et-de-taches\/","title":{"rendered":"Importation de tickets et de t\u00e2ches"},"content":{"rendered":"

Transcription:<\/h2>\n

Je vais vous montrer comment importer des tickets\/t\u00e2ches existants dans votre OneDesk. <\/span><\/p>\n

Avant d’importer, notez que, dans de nombreux cas, il n’est m\u00eame pas n\u00e9cessaire d’importer vos anciens billets et clients. \u00c0 moins qu’ils ne soient activement travaill\u00e9s, car cela peut encombrer votre nouveau compte. N’oubliez pas que OneDesk cr\u00e9era automatiquement de nouveaux tickets et dossiers clients \u00e0 mesure que de nouveaux e-mails arriveront.<\/span><\/p>\n

Ce type d’importation prend en charge les fichiers CSV, mmp, mpt<\/span><\/p>\n

Lors de l’importation, il n’est pas n\u00e9cessaire d’avoir des titres de colonne dans votre fichier d’importation, car le mappage des propri\u00e9t\u00e9s de colonne aux champs appropri\u00e9s se fait facilement via des listes d\u00e9roulantes dans votre OneDesk. <\/span><\/p>\n

Les options d’importation sont centralis\u00e9es sous l’onglet Outils dans l’en-t\u00eate, donc pour commencer, cliquez<\/span> sur Outils<\/b> dans la barre sup\u00e9rieure et s\u00e9lectionnez<\/span> Importer<\/b><\/p>\n

S\u00e9lectionnez ensuite<\/span> Tickets\/T\u00e2ches<\/b><\/p>\n

T\u00e9l\u00e9chargez le fichier csv que vous souhaitez importer.<\/span><\/p>\n

Ensuite, associez les colonnes aux champs appropri\u00e9s en s\u00e9lectionnant le nom du champ dans les menus d\u00e9roulants. Par exemple, le nom de mon article ici correspondra au champ de nom, \u00e0 la description, etc. <\/span><\/p>\n

Un nom d’\u00e9l\u00e9ment est une propri\u00e9t\u00e9 requise pour l’importation. Les autres propri\u00e9t\u00e9s sont facultatives mais incluent\u00a0: description, priorit\u00e9, travail pr\u00e9vu, type de contrainte, pr\u00e9nom\/nom du client, adresse e-mail du client, organisation du client, pr\u00e9nom\/nom du cessionnaire, e-mail du cessionnaire. Si vous avez des donn\u00e9es qui ne correspondent pas facilement aux champs par d\u00e9faut, cr\u00e9ez un champ personnalis\u00e9 avant d’importer en <\/span>en cliquant sur configurer les champs personnalis\u00e9s, cr\u00e9ez les champs personnalis\u00e9s que je recherche. <\/span> Pour plus d’informations, veuillez consulter notre blog ou notre guide vid\u00e9o <\/span><\/p>\n

Il est important de noter que si vous souhaitez importer d’anciens tickets\/t\u00e2ches et que vous souhaitez qu’ils soient attribu\u00e9s au bon utilisateur (en tant que cessionnaire) ou au client correspondant (en tant que demandeur), assurez-vous d’avoir cr\u00e9\u00e9 cet enregistrement d’utilisateur ou de client. dans OneDesk d’abord. OneDesk les liera ensuite en utilisant l’adresse e-mail comme cl\u00e9. Si l’utilisateur n’est pas d\u00e9j\u00e0 ajout\u00e9 et n’existe pas, OneDesk cr\u00e9era un client\/utilisateur si une adresse e-mail est incluse dans votre fichier d’importation dans les colonnes cessionnaire ou demandeur<\/span><\/p>\n

Lorsque vous avez termin\u00e9, cliquez sur importer. <\/span><\/p>\n

Vous avez maintenant termin\u00e9 l’importation. Vous pouvez fermer la fen\u00eatre de notification et l’importation se poursuivra en arri\u00e8re-plan pendant que vous travaillez. L’importation peut prendre quelques minutes si vous avez un fichier volumineux. <\/span><\/p>\n

Notez que les tickets\/t\u00e2ches import\u00e9s seront contenus dans un projet nomm\u00e9 d’apr\u00e8s votre fichier d’importation. <\/span><\/p>\n

C’est une bonne id\u00e9e d’importer d’abord un ou deux enregistrements pour vous assurer que vous avez effectu\u00e9 le mappage correct et inclus toutes les propri\u00e9t\u00e9s avant d’importer tous vos enregistrements. <\/span><\/p>\n","protected":false},"excerpt":{"rendered":"

Transcription: Je vais vous montrer comment importer des tickets\/t\u00e2ches existants dans votre OneDesk. Avant d’importer, notez que, dans de nombreux cas, il n’est m\u00eame pas n\u00e9cessaire d’importer vos anciens billets et clients. \u00c0 moins qu’ils ne soient activement travaill\u00e9s, car cela peut encombrer votre nouveau compte. N’oubliez pas que OneDesk cr\u00e9era automatiquement de nouveaux tickets […]<\/p>\n","protected":false},"author":2,"comment_status":"open","ping_status":"closed","template":"","meta":{"tpgb_global_settings":"","_crdt_document":"","inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"default","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"default","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center 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