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By Mrityunjoy Chowdhury: Bulk Shift upload with recurring Shift and Add multiple topic and channel

Bulk Upload Shift for Recurring Shift

Follow the previous steps to know how to upload shift in bulk.

https://help.salesforce.com/s/articleView?id=sf.ls_create_shifts_in_bulk_from_a_csv_file.htm&type=5


Bulk Recurring Shift recording

Bulk Shift Topic and Channel recording

In recurring shift we have added 2 new fields which will allow users to upload daily weekly and monthly shift. A sample request payload is given below for the steps 7 in the above doc.

Recurring Shift request payload 

StartTime,EndTime,ServiceResourceId,ServiceTerritoryId,Status,TimeSlotType,WorkTypeGroupId,WorkTypeId,Type,RecurrencePattern

2022-07-08T03:30:00.000Z,2022-07-08T09:30:00.000Z,0Hnx000000007mGCAQ,0Hhx00000002LzGCAU,Confirmed,Normal,,,Recurring,RRULE:FREQ=DAILY;INTERVAL=3;UNTIL=20221120T000000Z

New Fields are added 

  • Type: Recurring /Regular
  • RecurrencePattern : recurring pattern for daily monthly and weekly. Sample 

Bulk shift upload for multiple Topic (Work type Groups) when health Cloud is disabled.

  1. Upload Appointment topic(Work Type Groups) to Shift
  1. Create the Shift and get the Shift Id for which the user want to add multple topic
  2. Get all the Work Type Group id which user wants want to add to shift
  3. Create the CSV file like below 
  1. Conver this to CSV file format 

ShiftId,WorkTypeId,WorkTypeGroupId,AreAllTopicsSupported

0a0x000000003Q6AAI,,,TRUE

0a0x000000005kuAAA,,,TRUE

0a0x000000003QBAAY,,0VSx00000002UgzGAE,

0a0x000000003QBAAY,,0VSx00000002Uh4GAE,

  1. Call bulk API below

a.

URI/services/data/<version number>/jobs/ingestExample: /services/data/v54.0/jobs/ingest
HTTP MethodPOST
HeadersContent-Type: application/json; charset=UTF-8Accept: application/json
Request Body{“object”:”ShiftWorkTopic”,”contentType”:”CSV”,”operation”:”insert”,”lineEnding”:”CRLF”}

B.

RI/services/data/<version number>/jobs/ingest/<job Id>/batchesUse the contentUrl from the POST method and append a forward slash (/) at its beginning.Example:/services/data/v54.0/jobs/ingest/7505j000005JqZrAAK/batches
HTTP MethodPUT
HeadersContent-Type: text/csvAccept: application/json
Request BodyThe contents of the CSV file. Example:ShiftId,WorkTypeId,WorkTypeGroupId,AreAllTopicsSupported0a0x000000003Q6AAI,,,TRUE0a0x000000005kuAAA,,,TRUE0a0x000000003QBAAY,,0VSx00000002UgzGAE,0a0x000000003QBAAY,,0VSx00000002Uh4GAE,

C. Rest same from steps number 8 from above reference doc

Bulk shift upload for multiple channels and multiple topic

  1. Upload Channel to Shift
  1. Create the Shift and get the Shift Id for which the user want to add multple chanel
  2. Get all the channel Id which user wants want to add to shift
  3. Create the CSV file like below 

Conver this to CSV file format 

ShiftId,EngagementChannelTypeId,AreAllEngmtChnlSupported

0a0x000000005vZAAQ,0eFx00000000006EAA,

0a0x000000005vaAAA,0eFx00000000006EAA,

0a0x000000005vaAAA,0eFx0000000000BEAQ,

0a0x000000005vbAAA,,TRUE

0a0x000000005vcAAA,,TRUE

URI/services/data/<version number>/jobs/ingestExample: /services/data/v54.0/jobs/ingest
HTTP MethodPOST
HeadersContent-Type: application/json; charset=UTF-8Accept: application/json
Request Body{“object”:”ShiftEngagementChannel”,”contentType”:”CSV”,”operation”:”insert”,”lineEnding”:”CRLF”}
URI/services/data/<version number>/jobs/ingest/<job Id>/batchesUse the contentUrl from the POST method and append a forward slash (/) at its beginning.Example:/services/data/v54.0/jobs/ingest/7505j000005JqZrAAK/batches
HTTP MethodPUT
HeadersContent-Type: text/csvAccept: application/json
Request BodyThe contents of the CSV file. Example:ShiftId,EngagementChannelTypeId,AreAllEngmtChnlSupported0a0x000000005vZAAQ,0eFx00000000006EAA,0a0x000000005vaAAA,0eFx00000000006EAA,0a0x000000005vaAAA,0eFx0000000000BEAQ,0a0x000000005vbAAA,,TRUE0a0x000000005vcAAA,,TRUE

Rest same from steps number 8 from above reference doc