Export and Import Issues Resolved in 2023.07

The following issues related to the Data Export and Import functionality were resolved in the 2023.07 release.

Resolved Maintenance Date Update Issue

Previously, the maximum maintenance date of a line item was not updated in the ESD service when linking a new maintenance by importing the Create_Update MaintenanceLine Excel worksheet, which is part of the Entitlement Management template (downloadable from Administer > Import Data Objects > Data Import Templates in the Producer Portal). This issue no longer occurs.

Changing Product Line Using Import Template

It is now possible to use the Product Packaging import template (downloadable from Administer > Import Data Objects > Data Import Templates in the Producer Portal) to change the product line for a product or maintenance even if the product or maintenance is mapped to an entitlement. This enables producers to make mass updates using an import template.

Note that the values in the following columns in the import template cannot be updated along with the product line for a product or maintenance if the product or maintenance is mapped to an entitlement:

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AllowUpgrades

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AllowUpsells

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AllowRenewals