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How do I import a template into an existing service plan?
How do I import a template into an existing service plan?
Updated over a week ago

You will need the Full Write Service Plans permission to perform this action.

Typically, you would choose a template when creating new service plans. However, there may be times when you want to import a template into an existing plan afterwards. To do this, go to the service plan and then Actions > Import template in the upper right.

A pop up will appear where you can choose a template to import. Note that only templates for the service type of the plan can be selected.

To preview a template, click on "View template" under the dropdown with that template selected. The Options section lets you selectively choose which portions of the template to import. By default, all parts of the template are imported.

A few things to keep in mind when importing a template:

  • Existing data on a plan is not deleted or replaced. Importing a template always adds information.

  • If importing the order of service (i.e. the Items option), the line items are added to the end of any that are currently on the plan.

  • If an imported team and position is already on the plan, the higher quantity is used.

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