Data Import/Account and Service Notes 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 untid..."

2017-08-18T05:10:17Z

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 untid..."

Dcowan: fixed typo

2016-05-20T07:31:18Z

fixed typo

Dcowan: added author & date fields

2016-05-20T06:14:20Z

added author & date fields

Scarpenter: /* Preparing your Data */

2015-06-04T07:47:22Z

‎Preparing your Data

Scarpenter: /* Importing Customer or Services Notes into Emersion */

2015-06-04T07:45:18Z

‎Importing Customer or Services Notes into Emersion

Scarpenter at 02:06, 2 June 2015

2015-06-02T02:06:42Z

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

2015-06-02T00:36:07Z

‎Account and Service Notes Data Definition

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

2015-06-02T00:35:48Z

‎Account and Service Notes Data Definition

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

2015-06-02T00:35:26Z

‎Account and Service Notes Data Definition

Scarpenter at 07:03, 29 May 2015

2015-05-29T07:03:10Z

@@ Line 1: / Line 1: @@
-= Importing Customer or Services Notes into Emersion =
+=This Content Has Moved House=
-This feature provides an easy and fast way to import either account (customer) or service notes into Emersion via a bulk upload tool.
+We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to out new home.
-The system utilises the '''Bulk upload processing notification event''' to send a notification with the results of the import attempt. See below for further information.
+[https://resources.emersion.com/display/EKB/Notes+Import+for+Accounts+and+Services Take me to the Emersion Knowledge Base article]

@@ Line 52: / Line 52: @@
 |OBJECT_ID	||The ID of the object you are importing the note against. This will be either the service id for a service note, or account id for an account note. '''MANDATORY'''
 |-
-|AUTHOR	||A Cumulus User ID (Eg. 100999) Available in Admin > Staff ''or'' Username (staffmember@testrsp.com.au). If not provided, will display as  '''OPTIONAL'''
+|AUTHOR	||A Cumulus User ID (Eg. 100999) Available in Admin > Staff ''or'' Username (staffmember@testrsp.com.au). If not provided, will display as super@emersion.com.au '''OPTIONAL'''
 |-
 |DATE	||Date format: (YYYY-MM-DD HH:MM:SS). Example (2016-05-20 16:05:00). If not provided, will display as time note imported. '''OPTIONAL'''

@@ Line 39: / Line 39: @@
 === 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"
@@ Line 46: / Line 44: @@
 |Data field ||Description
 |-
-|MSG	||The content of the note.
+|MSG	||The content of the note. '''MANDATORY'''
 |-
-|SUBJECT	||A subject line for the note. Limited to 255 characters, but we recommend no more than 80 to ensure it can be seen inside the field area in Cumulus and the subject is not truncated.
+|SUBJECT	||A subject line for the note. Limited to 255 characters, but we recommend no more than 80 to ensure it can be seen inside the field area in Cumulus and the subject is not truncated. '''MANDATORY'''
 |-
-|OBJECT_TYPE	||The type of note being imported. Valid entries are '''Account''' or '''Service'''.
+|OBJECT_TYPE	||The type of note being imported. Valid entries are ''Account'' or ''Service'' (case sensitive). '''MANDATORY'''
 |-
-|OBJECT_ID	||The ID of the object you are importing the note against. This will be either the service id for a service note, or account id for an account note.
+|OBJECT_ID	||The ID of the object you are importing the note against. This will be either the service id for a service note, or account id for an account note. '''MANDATORY'''
 |}

@@ Line 10: / Line 10: @@
 == Preparing your Data ==
 To prepare your data for import, you will need to create a CSV import file or you can download the import file below. You will need to extract the csv file and save it.
 [[file:customer_or_service_note_import 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.
 == Importing your Data ==

@@ Line 1: / Line 1: @@
 = Importing Customer or Services Notes into Emersion =
-This feature provides an easy and fast way to import either customer or service notes into Emersion via a bulk upload tool.
+This feature provides an easy and fast way to import either account (customer) or service notes into Emersion via a bulk upload tool.
 The system utilises the '''Bulk upload processing notification event''' to send a notification with the results of the import attempt. See below for further information.
@@ Line 62: / Line 62: @@
 == The Bulk upload processing notification event ==
 Most of the bulk upload tools utilise the '''Bulk upload processing notification event''' to send a notification containing the results of the import attempt. An event template must be created and the event must be enabled before the import tool can be used.
 = See Also =
 * [[Events|Events]]

@@ Line 37: / Line 37: @@
 This section contains a list of the required fields and a definition of what the system considers as valid data.
-'''' All fields are mandatory ''''
+''''' All fields are mandatory '''''
 {| class="wikitable"

@@ Line 3: / Line 3: @@
 This feature provides an easy and fast way to import either customer or service notes into Emersion via a bulk upload tool.
-The system utilises the '''Bulk upload processing notification event''' to send a notification with the results of the import attempt. You must set up this event and enable it before you use this import tool.
+The system utilises the '''Bulk upload processing notification event''' to send a notification with the results of the import attempt. See below for further information.
 If the import is successful, the email notification will advise you when the import process is complete. <br />
@@ Line 49: / Line 49: @@
 |OBJECT_ID	||The ID of the object you are attempting to import. The service id or account id.
 |}
 = See Also =
 * [[Events|Events]]