Here are the steps to import services into Co-Pilot
- Login to their SA instance and click on Gear Icon --> Settings --> Services --> Select All Services (Or Required Services) --> Actions --> Export --> Go to My Day Page.
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My Day Page --> Recent Exports --> Service Export--> Download Icon (Next to Service Export - Check the date and file name).
- Once you have downloaded the XLS Sheet change the file extension to CSV sheet go to --> CSV Imports --> Items and Services --> Select the CSV sheet.
- When importing the csv file of the service list from S.A to CP the fields have to be mapped and then click on Start Import.
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