ABCDEFGHIJKLMNOPQRSTUVWXYZ
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Notes
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Required Fields
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Field is requiredY
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A required field that can be satisfied by the field it self or any of the parallel fields listed in the 'Smart Reference Key' column.Y*example: workspace_id and external_workspace_id. If the client chooses to use only external_workspace_id the workspace_id column can be removed or hidden.
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Field is not requiredN
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ProcessLinks
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Update all required tabs/fieldProject
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Save each tab as csvProject CFV
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Import into Smart Upload Manager for validationProject Organization Membership
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Project Groups
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Project Group CFVs
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TemplatesAccount Membership
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Note: The templates can change to add improvements and fixes. Users
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If an error occurs using these templates download the latest templates use the following API
User CFV
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https://api.smartuploadmanager.com/v1/mavenlink_objects/templates?object_type={object_type}User Organization Membership
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Where object type is one of the followingProject Participation
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assignmentProject Resource
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cost_rateProject Resource Skill
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expenseProject Resource Organization Membership
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participationProject Allocation
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resource_custom_field_valueScheduled Hours
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storySkill
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story_custom_field_valueSkill Membership
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story_followTask
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time_adjustmentTask CFV
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time_entryTask Assignment
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time_off_entryTask Follower
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user_custom_field_valueTask Dependency
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workspaceTime Entry
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workspace_allocationTime Adjustment
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workspace_custom_field_valueTime Off Entry
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workspace_resourceExpense
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Cost Rates
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Holidays
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Holiday Calendars
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Holiday Calendar Associations
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Holiday Calendar Memberships
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Resource CFV
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Invoices
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Invoice Additional Items
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Invoice Fixed Fee Items
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Invoice Payments
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Roles
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Workweek Memberships
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