Source Import File Format

# Header Description Req. Size Notes
1 PrettyName Recognizable Name of the Source Y 28 Must be unique.  Must be first field.  Only required field in modification imports.
2 Description Full Description of the Source Y 60 Sometimes overloaded with abbreviations or codes for payroll or billing exports.
3 AutoAdd Is this Source automatically added to new Groups ? N 1 Must be a capital "Y" for AutoAdd.  Capital "N", blank, or any other value is not AutoAdd.
4 Visibility Loggable, reportable only, or hidden N 4 The acceptable values are "LR" (without the quotes) for Loggable and Reportable, "RO" for Reportable Only, and "hide" for Hidden.  
5 Groups What Groups should the Source be added to? N none Name of each Group that the Source should be added to.  Comma-delimit multiple Group names in the field.  


Special Notes on Visibility and Groups

Just as in the application itself, hiding a Source will remove it from all Groups. If the Source was previously hidden (defined as not being a member of any Group) and gets set to either "LR" or "RO", then it is added to the All Group only (no other Groups).

The Visibility column is handled before the Groups column. This means that if you set a Source to "hide" and then go ahead and specify some Groups, first it will be hidden, and then it will be added to the specified Groups, which effectively unhides it. (Though it will still show up as "RO" on the Sources screen.) The Import Results screen will say "Source Foo is hidden" and then it will say "Source Foo added to Group Bar".