Populating the Resources import template

BEFORE YOU BEGIN  Please review the general instructions for importing and updating data in Autotask in this topic: Importing or updating data.

NOTE  If you see a check mark in the Must be looked up in Autotask instance? column, it means that, in the Autotask user interface, a value is selected from a list. You may use selections that are currently inactive, but they must exist. Navigate to the page shown in the Description column and look up the valid options.

*= required field

NOTE  You cannot update resource records using an import, only create them.

Field	Must be looked up in Autotask instance?	Description
Source (Similar) Resource ID*	Yes	On the import spreadsheet, you must identify a similar resource who is already set up in your Autotask instance. Any fields that you do not populate on the import spreadsheet (except Two-Factor Authentication and Single Sign On) will be copied from this source resource. The Resource ID can be found on the > Admin > Organization Your Autotask instance may be configured to use one of the following terms instead: Account, Business Unit, Client Company, Customer, Site. Settings & Users > Resources/Users (HR) > Resources/Users (HR) > Resources page and on the header of the Resource Management page. Enter the Resource ID of an existing resource. NOTE  Importing a resource with a Co-managed security level will not copy account associations or ticket category override settings.
Prefix	Yes	Enter the resource's prefix. The list of prefixes can be found here: > Admin > Features & Settings > Organizations & Contacts > Name Prefixes and Suffixes.
First Name*		Enter the resource's first name.
Middle Name		Enter the resource's middle name.
Last Name*		Enter the resource's last name.
Suffix	Yes	Enter the resource's suffix. The list of suffixes can be found here: > Admin > Features & Settings > Organizations & Contacts > Name Prefixes and Suffixes.
Title		Enter the resource's job title.
Office Phone		Enter the resource's office phone number.
Extension		Enter the resource's extension, if applicable.
Home Phone		Enter the resource's home phone number.
Mobile Phone		Enter the resource's mobile phone number.
Email Address *		Enter the resource's primary email address.
Email Address Type		Leave blank or enter one of the following: Mobile, Pager, Primary, Secondary, SMS.
Additional Email Address 1		Enter the resource's first additional email address.
Additional Email Address 1 Type		Leave blank or enter one of the following: Mobile, Pager, Primary, Secondary, SMS.
Additional Email Address 2		Enter the resource's second additional email address.
Additional Email Address 2 Type		Leave blank or enter one of the following: Mobile, Pager, Primary, Secondary, SMS.
Username *		Enter the resource's username. You do not need to add the @domain_name.
Hire Date *		Enter the resource's hire date.
Timesheet Start Date *		Enter the resource's timesheet start date.
Time Off Policy *	Yes	Enter the resource's time-off policy. The time-off policies can be found here: > Admin > Organization Settings & Users > Resources/Users (HR) > Resources/Users (HR) > Time Off Policies.
Time Off Effective Date *		Enter the resource's effective starting date for their time-off policy.
Gender		Enter the resource's gender. Valid options are: [blank] Female Male Non-binary Prefer not to say
Active		Enter the word Active or leave the column blank to import the resource as active, and Inactive to inactivate. To prevent immediate access, set this column to Inactive. If set to Active, the resource will get a Welcome email when the resource record is created. If set to Inactive, the resource will get a Welcome email when the resource record is activated. Refer to Email Addresses. NOTE  If you manually create your first resource or co-managing user in Autotask, you will have a resource ID to copy unpopulated fields from.
Primary Location	Yes	Enter the resource's primary location. Your organization's internal locations can be found here: > Admin > Organization Settings & Users > Your Organization > Internal Locations.
Resource Type		Enter the resource's type (Employee or Contractor).
Payroll Type		Enter the resource's payroll type (Contractor, Hourly, Salary, Salary Non-Exempt).
Internal Hourly Cost		Enter the resource's internal hourly cost.
Accounting Reference ID		Enter the resource's accounting reference ID.
Payroll Identifier		Enter the resource's payroll identifier.
Weekly Billable Hours Goal		Enter the resource's weekly billable hours goal.
Travel Availability %		Enter the resource's travel availability percent.
Expense Reimbursement Currency *	Yes	Enter the resource's expense reimbursement currency (Multi-currency Autotask instances only). Must be an active currency in your Autotask instance. Your organization's active currencies can be found here: > Admin > Finance, Accounting & Invoicing > Currencies.
Security Level	Yes	Enter the resource's security level. Your organization's active security levels can be found here: > Admin > Organization Settings & Users > Resources/Users (HR) > Resources/Users (HR) > Security Levels.

To find out how to reverse an import, refer to Rolling back an import.

Additional fields will be shown on the import template if Single Sign On has been enabled for selected resources. If SSO is enabled for all resources or disabled, these fields do not appear on the import spreadsheet.