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Setting up the import utility

Before importing data files into Service Management and Job Cost, you must specify their location.

  1. Choose Signature Utilities > Setup > Import Setup.
  2. Click the folder button in the Delimited Files Location field to select the path to the import files' location.
  3. In the File Format field, choose Comma or Tab from the drop-down list. Comma-delimited files end in .CSV and tab-delimited files end in .TXT.
  4. Choose a format from the Date Format drop-down list.
  5. Choose Save.