Data Import/Account Status - Revision history

Scarpenter at 00:36, 16 October 2017

2017-10-16T00:36:07Z

Scarpenter: /* Account and Service Notes Data Definition */

2015-07-30T00:45:14Z

‎Account and Service Notes Data Definition

Scarpenter at 07:06, 23 June 2015

2015-06-23T07:06:48Z

Scarpenter at 05:29, 23 June 2015

2015-06-23T05:29:49Z

Scarpenter at 05:26, 23 June 2015

2015-06-23T05:26:47Z

Scarpenter: /* Bulk Account Status Update */

2015-06-23T05:19:17Z

‎Bulk Account Status Update

Scarpenter: Created page with "= Bulk Account Status Update = This import tool provides users with a way to account statuses in bulk. '''Nav: Admin > Bulk Import > Bulk Account Status Change'''"

2015-06-23T05:16:00Z

Created page with "= Bulk Account Status Update = This import tool provides users with a way to account statuses in bulk. '''Nav: Admin > Bulk Import > Bulk Account Status Change'''"

New page

= Bulk Account Status Update =

This import tool provides users with a way to account statuses in bulk.

'''Nav: Admin > Bulk Import > Bulk Account Status Change'''

@@ Line 1: / Line 1: @@
-= Bulk Account Status Update =
+{{DISPLAYTITLE:Bulk Account Status Update}}
-For service providers with customer numbers in the tens of thousands and higher, performing account status changes via Cumulus may not be practical. This feature provides an easy and fast way to update statuses of accounts.
+This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
-The system utilises the Bulk upload processing notification event to send a notification with the results of the bulk approval attempt. You must set up this event and enable it before you use this tool.
+We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to out new home.
-== Preparing your data ==
+[https://resources.emersion.com/display/EKB/Account+Status Take me to the Emersion Knowledge Base article]
-To bulk-update account statuses, you will need to create a CSV data file or you can download the data file below. You will need to extract the csv file and save it.
+[[file:new_home_sm.jpg|900px]]

@@ Line 43: / Line 43: @@
 |Data field ||Description
 |-
-|ACCOUNT_ID	||The ID of the account to be updated.
+|ACCOUNT_ID	||The ID of the account to be updated. (mandatory field)
 |-
-|ACCOUNT_STATUS     ||The NAME of the status. Refer to [[Account/AccountStatus| this list of account statuses]]. Statuses name are not case sensitive. E.g Active, active and ACTIVE are all valid data entries.
+|ACCOUNT_STATUS     ||The NAME of the status. Refer to [[Account/AccountStatus| this list of account statuses]]. Statuses name are not case sensitive. E.g Active, active and ACTIVE are all valid data entries. (mandatory field)
 |-
-|ACCOUNT_STATUS_REASON	|| The NAME of the status reason
+|ACCOUNT_STATUS_REASON	|| The NAME of the status reason (mandatory field)
 |}

← Older revision		Revision as of 07:06, 23 June 2015
Line 34:		Line 34:
	# Manually correct the data.		# Manually correct the data.
	# Request Emersion fix the errors for you. This request can be submitted via [[Support_and_help_from_Emersion#Work_Orders \| work order ticket]]. Please include a new csv data file with the records that need to be corrected. Do not include any records that do not need correcting.		# Request Emersion fix the errors for you. This request can be submitted via [[Support_and_help_from_Emersion#Work_Orders \| work order ticket]]. Please include a new csv data file with the records that need to be corrected. Do not include any records that do not need correcting.
		+
		+	== Account and Service Notes Data Definition ==
		+
		+	This section contains a list of the required fields and a definition of what the system considers as valid data.
		+
		+	{\| class="wikitable"
		+	\|+Bulk Invoice Approval Data Definition table
		+	\|Data field \|\|Description
		+	\|-
		+	\|ACCOUNT_ID \|\|The ID of the account to be updated.
		+	\|-
		+	\|ACCOUNT_STATUS \|\|The NAME of the status. Refer to [[Account/AccountStatus\| this list of account statuses]]. Statuses name are not case sensitive. E.g Active, active and ACTIVE are all valid data entries.
		+	\|-
		+	\|ACCOUNT_STATUS_REASON \|\| The NAME of the status reason
		+	\|}

← Older revision		Revision as of 05:29, 23 June 2015
Line 14:		Line 14:
	Enter the data into the import sheet. Leave no rows blank. You must ensure the data meets all validation requirements. These are contained in the data definition table below. When you submit the data file for import, the system will parse the file looking for errors. If the system finds no errors, the system will import the notes into the system. The file needs to be error-free in order to import the data. In the event errors are found, no data will be imported into Emersion. Review the bulk upload processing notification email, correct the file and try again.		Enter the data into the import sheet. Leave no rows blank. You must ensure the data meets all validation requirements. These are contained in the data definition table below. When you submit the data file for import, the system will parse the file looking for errors. If the system finds no errors, the system will import the notes into the system. The file needs to be error-free in order to import the data. In the event errors are found, no data will be imported into Emersion. Review the bulk upload processing notification email, correct the file and try again.

−	'''Nav: Admin > Bulk Import > Bulk Account Status Change'''	+	== Importing your Data ==
		+
		+	To access the bulk account status update tool:
		+
		+	# Log into Cumulus.
		+	# '''Nav: Admin > Bulk Import > Bulk Account Status Change'''.
		+	# Click the '''Browse''' button and select the csv file containing the list of accounts you want to update.
		+	# If you want the bulk upload processing notification email to be sent to a different email address than the address defined in the event template, tick the '''Override?''' checkbox and enter an alternative email address. This will only apply for this upload. To change the email address for all future imports or approvals, you will need to change the recipient defined in the event template.
		+	# Press '''Submit'''
		+
		+	The system will validate the data and if no errors are found, the system will approve the invoices. When the notification email is received, the process has been completed.
		+
		+	There is a hard limit of 2,000 accounts that can be updated using this import tool. If you need to approve more than 2,000 accounts, please create multiple import files. A single import file can have up to 1,999 rows of data plus the header row.
		+
		+	<strong>'''It is strongly recommended that you check a few random records to ensure that bulk update was a success. If you find an problem, you cannot roll back the bulk approval.'''</strong>
		+
		+	You have two options should this occur:
		+
		+	# Manually correct the data.
		+	# Request Emersion fix the errors for you. This request can be submitted via [[Support_and_help_from_Emersion#Work_Orders \| work order ticket]]. Please include a new csv data file with the records that need to be corrected. Do not include any records that do not need correcting.

@@ Line 10: / Line 10: @@
 To bulk-update account statuses, you will need to create a CSV data file or you can download the data file below. You will need to extract the csv file and save it.
-[[File:Bulk-account-status-update-template.zip]]
+[[File:bulk-account-status-update-template.zip]]
 Enter the data into the import sheet. Leave no rows blank. You must ensure the data meets all validation requirements. These are contained in the data definition table below. When you submit the data file for import, the system will parse the file looking for errors. If the system finds no errors, the system will import the notes into the system. The file needs to be error-free in order to import the data. In the event errors are found, no data will be imported into Emersion. Review the bulk upload processing notification email, correct the file and try again.
 '''Nav: Admin > Bulk Import > Bulk Account Status Change'''