Data Import - Revision history

Scarpenter: Replaced content with "=This Content Has Moved House= This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. We are sorry for the unti..."

2018-03-06T22:30:27Z

Replaced content with "=This Content Has Moved House= This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. We are sorry for the unti..."

Scarpenter: /* Importing data using import templates */

2017-10-16T05:27:35Z

‎Importing data using import templates

Scarpenter: /* Bulk Update Tools */

2017-10-16T03:49:13Z

‎Bulk Update Tools

Scarpenter: /* Bulk Update Tools */

2017-10-16T03:32:12Z

‎Bulk Update Tools

Scarpenter: /* Bulk Update Tools */

2017-10-16T02:34:33Z

‎Bulk Update Tools

Scarpenter: /* Bulk Update Tools */

2017-10-16T02:25:49Z

‎Bulk Update Tools

Scarpenter: /* Bulk Update Tools */

2017-10-16T02:06:46Z

‎Bulk Update Tools

Scarpenter: /* Bulk Update Tools */

2017-10-16T01:52:41Z

‎Bulk Update Tools

Scarpenter: /* Bulk Update Tools */

2017-10-16T01:33:02Z

‎Bulk Update Tools

Scarpenter: /* Bulk Update Tools */

2017-10-16T00:49:32Z

‎Bulk Update Tools

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-= Importing and Updating Data In Bulk =
+=This Content Has Moved House=
-This page provides guidance to those who want to:
+This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
-* import data into Emersion.
+We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
-Some of the bulk import or bulk update tools detailed on this page are included in the base subscription to the Emersion platform.  Others require a seperate suibscription. Refer to your Emersion Services Agreement to see what you are subscribed to.  If you would like to subscribe to any of the bulk tools, please contact our Sales team for at [mailto:sales@emersion.com.au sales@emersion.com.au] or raise a Sales ticket in the Emersion Support Portal.
+[https://resources.emersion.com/display/EKB/Bulk+Import+and+Processing+Tools Take me to the Emersion Knowledge Base article]
-There are two methods of importing various data into Emersion.
+[[file:new_home_sm.jpg|900px]]

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 The links below are for data that can be imported into Emersion but is not currently available in Cumulus. In these cases, service providers can prepare the data and send it to Emersion via a Work Order ticket for Emersion to import on your behalf.
-* [[Data_Import/Opening_Balances|Opening balances]]
+* [https://resources.emersion.com/display/EKB/Opening+Balances Opening balances]
-* [[/Service Qualification Addresses|Service Qualification Addresses]] Import addresses that are used with the address-based service qualification (SQ).
+* [https://resources.emersion.com/display/EKB/SQ+Addresses+and+Service+Availability Service Qualification Addresses] - Import addresses that are used with the address-based service qualification (SQ).

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 * [https://resources.emersion.com/display/EKB/Product+Supply+Rules Product Supply Rules] - For uploading minimum stock levels and setting the '''allow back order''' Flag.
 * [https://resources.emersion.com/display/EKB/Managing+Cardlines Cardline Management]] - Provides an easy and fast way to update, delete, allocate and de-allocate cardlines.
-* [[/Package_Migration | Package Migration]] - Perform package migrations on multiple accounts.
+* [https://resources.emersion.com/display/EKB/Package+Migrations Package Migration] - Perform package migrations on multiple accounts.
 * [https://resources.emersion.com/display/EKB/Service+Identifier+Vanity+Names Service Identifier Vanity Names] - Update service identifiers with vanity names.

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 * [https://resources.emersion.com/display/EKB/Internal+Churns Internal Churns] - For initializing bulk ''internal'' churns from end user account to end user account.
 * [https://resources.emersion.com/display/EKB/Product+Supply+Rules Product Supply Rules] - For uploading minimum stock levels and setting the '''allow back order''' Flag.
-* [[/Cardline_Management | Cardline Management]] - Provides an easy and fast way to update, delete, allocate and de-allocate cardlines.
+* [https://resources.emersion.com/display/EKB/Managing+Cardlines Cardline Management]] - Provides an easy and fast way to update, delete, allocate and de-allocate cardlines.
 * [[/Package_Migration | Package Migration]] - Perform package migrations on multiple accounts.
 * [https://resources.emersion.com/display/EKB/Service+Identifier+Vanity+Names Service Identifier Vanity Names] - Update service identifiers with vanity names.

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 * [https://resources.emersion.com/display/EKB/Period+Approval Bulk Import Period Approvals] - This bulk update tool gives users the ability to update period approvals in bulk.
 * [https://resources.emersion.com/display/EKB/Internal+Churns Internal Churns] - For initializing bulk ''internal'' churns from end user account to end user account.
-* [[/Product Supply Rules | Product Supply Rules]] - For uploading minimum stock levels and setting the '''allow back order''' Flag.
+* [https://resources.emersion.com/display/EKB/Product+Supply+Rules Product Supply Rules] - For uploading minimum stock levels and setting the '''allow back order''' Flag.
 * [[/Cardline_Management | Cardline Management]] - Provides an easy and fast way to update, delete, allocate and de-allocate cardlines.
 * [[/Package_Migration | Package Migration]] - Perform package migrations on multiple accounts.

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 * [https://resources.emersion.com/display/EKB/Account+Status Account Status] - Bulk update accounts with a new status and status reason.
 * [https://resources.emersion.com/display/EKB/Cleanse+and+Write+Off+Quarantine Cleanse or write off quarantine records in bulk] - Bulk cleanse usage records in [[quarantine]].
-* [https://resources.emersion.com/display/EKB/Referral+Programme Grant and activate a new bolt-on add-on as part of a referral programme] Both the new customer and the referring customer are granted the reward.
+* [https://resources.emersion.com/display/EKB/Referral+Programme Grant and activate a new bolt-on add-on as part of a referral programme] - Both the new customer and the referring customer are granted the reward.
-* [https://resources.emersion.com/display/EKB/Product+Stock+-+Ownership+Transfer Inventory Owner Shift Import] This upload facility allows you to import and process inventory ownership transfers in bulk.
+* [https://resources.emersion.com/display/EKB/Product+Stock+-+Ownership+Transfer Inventory Owner Shift Import] - This upload facility allows you to import and process inventory ownership transfers in bulk.
-* [https://resources.emersion.com/display/EKB/Period+Approval Bulk Import Period Approvals] This bulk update tool gives users the ability to update period approvals in bulk.
+* [https://resources.emersion.com/display/EKB/Period+Approval Bulk Import Period Approvals] - This bulk update tool gives users the ability to update period approvals in bulk.
-* [[/Bulk_InternalChurn | Bulk Internal Churn]] For initializing bulk ''internal'' churns from end user account to end user account. Requires appropriate account feature.
+* [https://resources.emersion.com/display/EKB/Internal+Churns Internal Churns] - For initializing bulk ''internal'' churns from end user account to end user account.
-* [[/Product Supply Rules | Product Supply Rules]] For uploading minimum stock levels and setting the '''allow back order''' Flag.
+* [[/Product Supply Rules | Product Supply Rules]] - For uploading minimum stock levels and setting the '''allow back order''' Flag.
-* [[/Cardline_Management | Cardline Management]] Provides an easy and fast way to update, delete, allocate and de-allocate cardlines.
+* [[/Cardline_Management | Cardline Management]] - Provides an easy and fast way to update, delete, allocate and de-allocate cardlines.
-* [[/Package_Migration | Package Migration]] Perform package migrations on multiple accounts.
+* [[/Package_Migration | Package Migration]] - Perform package migrations on multiple accounts.
-* [https://resources.emersion.com/display/EKB/Service+Identifier+Vanity+Names Service Identifier Vanity Names] Update service identifiers with vanity names.
+* [https://resources.emersion.com/display/EKB/Service+Identifier+Vanity+Names Service Identifier Vanity Names] - Update service identifiers with vanity names.
 == Importing data using import templates ==

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 * [https://resources.emersion.com/display/EKB/Service+Type+Migrations Bulk Service Type Migrate]] - For initializing bulk migration of services. Requires current subscription to the [[Main_Page/Provisioning/Service_Type_Migrate | Service Type Migrate]] module.
 * [https://resources.emersion.com/display/EKB/Account+Status Account Status] - Bulk update accounts with a new status and status reason.
-* [[/Bulk Update Quarantine | Cleanse or write off quarantine records in bulk]] - Bulk cleanse usage records in [[quarantine]].
+* [https://resources.emersion.com/display/EKB/Cleanse+and+Write+Off+Quarantine Cleanse or write off quarantine records in bulk] - Bulk cleanse usage records in [[quarantine]].
 * [[/Bulk Referral Programme | Grant and activate a new bolt-on add-on as part of a referral programme]] Both the new customer and the referring customer are granted the reward.
 * [[/Inventory Owner Shift Import | Inventory Owner Shift Import]] This upload facility allows you to import and process inventory ownership transfers in bulk.