Data Import/Contact Addresses - Revision history

Dcowan at 02:41, 16 March 2018

2018-03-16T02:41:36Z

Scarpenter: Replaced content with "{{DISPLAYTITLE: Address Import for Account Contacts and Service Contacts}} This content has moved house! The content on this page is now available from the Emersion Kno..."

2017-08-15T06:27:12Z

Replaced content with "{{DISPLAYTITLE: Address Import for Account Contacts and Service Contacts}} This content has moved house! The content on this page is now available from the Emersion Kno..."

Scarpenter: /* Overview */

2017-06-15T03:14:59Z

‎Overview

Scarpenter at 03:12, 15 June 2017

2017-06-15T03:12:23Z

Scarpenter at 00:19, 15 June 2017

2017-06-15T00:19:13Z

Scarpenter: /* Data Definition */

2016-09-02T07:52:30Z

‎Data Definition

Scarpenter at 05:23, 1 September 2016

2016-09-01T05:23:15Z

Show changes

Scarpenter: Created page with "{{DISPLAYTITLE:Contact Address Import}} = Overview = The contact address importer gives users the ability to import addresses against account and service contacts. While this..."

2016-08-31T08:11:35Z

Created page with "{{DISPLAYTITLE:Contact Address Import}} = Overview = The contact address importer gives users the ability to import addresses against account and service contacts. While this..."

New page

{{DISPLAYTITLE:Contact Address Import}}
= Overview =
The contact address importer gives users the ability to import addresses against account and service contacts. While this is a standalone tool, this import was designed to be used after the [[Data_Import/Contacts |contact address importer]] as second stage of a '''contact + address''' data set.

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. If the bulk import is successful, the email notification will advise you when the process is complete. If the bulk approval is not successful, the email notification will send details of the records that failed to be approved and why.

== Preparing your Data ==
To import contact addresses, you will need to create a CSV data file. You have multiple options:

* The '''Contact Import report''' used to review and validate a contact import was designed to help you build your address import file. If you do not have this report, please contact Emersion.
* you can download the data file below.

[[File:contact_address_import.csv]]

Enter the data into the import sheet. Leave no rows blank. You must ensure the data meets all validation requirements 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.

== Access Controls ==
Users will need the '''Bulk Import - contacts''' to be enabled before they can access the tool.

= Report =

= Data Definition =

@@ Line 4: / Line 4: @@
 The content on this page is now available from the Emersion Knowledge base.
-[https://resources.emersion.com/display/EKB/Address+Import+for+Account+and+Service+contacts Take me there!]
+[https://resources.emersion.com/display/EKB/Address+Import+For+Organisations%2C+Account+and+Service+Contacts Take me there!]
 =See Also =
 * [[Account/AccountCreation|Creating Accounts in Cumulus]]
 * [[Account_Management/Customer_Screen/Contacts | Adding Account Contacts in Cumulus]]

@@ Line 1: / Line 1: @@
 {{DISPLAYTITLE: Address Import for Account Contacts and Service Contacts}}
-= Overview =
+This content has moved house!
-* account contacts
+The content on this page is now available from the Emersion Knowledge base.
-While this is a standalone tool, this import was designed to be used after the [[Data_Import/Contacts |contact importer]] as second stage of a '''contact + address''' data set.
+[https://resources.emersion.com/display/EKB/Address+Import+for+Account+and+Service+contacts Take me there!]
 =See Also =
 * [[Account/AccountCreation|Creating Accounts in Cumulus]]
 * [[Account_Management/Customer_Screen/Contacts | Adding Account Contacts in Cumulus]]

@@ Line 1: / Line 1: @@
-{{DISPLAYTITLE: Address Import}}
+{{DISPLAYTITLE: Address Import for Account Contacts and Service Contacts}}
 = Overview =
-The address importer gives users the ability to import addresses against account and service contacts. While this is a standalone tool, this import was designed to be used after the [[Data_Import/Contacts |contact address importer]] as second stage of a '''contact + address''' data set.
+The address importer gives users the ability to import addresses against account contacts and service contacts respectively. While this is a standalone tool, this import was designed to be used after the [[Data_Import/Contacts |contact importer]] as second stage of a '''contact + address''' data set.
 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.
@@ Line 22: / Line 22: @@
 # Log into Cumulus.
-# '''Nav: Admin > Bulk Import > Contact Address Import'''
+# '''Nav: Admin > Bulk Import > Address Import'''
 # Click the Browse button and select the csv file containing the data you want to import.
 # 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, you will need to change the recipient defined in the event template.

@@ Line 59: / Line 59: @@
 '''OPTIONAL'''
 |-
-| ADDRESS_ADDRESS_TYPE || Enter one of the upper-case 3-letter codes to nominate your address type. '''MANDATORY'''
+| ADDRESS_ADDRESS_TYPE || Enter one of the upper-case 3-letter codes to nominate your address type. Free text field. Valid entries are available from a report in Cumulus. You can find this report under Reports > List > Reference. The report name is ''Physical Address Reference Data'' This field is case sensitive '''MANDATORY'''
 |-
 | ADDRESS_DISPLAY_TYPE || Free text field. This field affects what other address fields are displayed in the user interface, and also what fields must be completed in the import sheet. This field is case sensitive. Choose from the following options:
@@ Line 77: / Line 67: @@
 '''MANDATORY'''
 |-
-| ADDRESS_POSTAL_DELIVERY_TYPE || Free text field. This is mandatory for postal addresses. Enter one of the abbreviations below.
+| ADDRESS_POSTAL_DELIVERY_TYPE || This is mandatory for postal addresses. Enter the abbreviation to match the postal address. Valid entries are available from a report in Cumulus. You can find this report under Reports > List > Reference. The report name is ''Physical Address Reference Data'' This field is case sensitive '''OPTIONAL'''
 |-
 |ADDRESS_POSTAL_DELIVERY_NUMBER || Integer. This is mandatory for postal addresses. The number corresponding to the address_postal_delivery_type (Locked Bag 6, or GPO Box 123).
 |-
-|ADDRESS_COMPLEX_UNIT_TYPE || Free text field. Enter a valid industry code from this list -> [[Media:Contact_address_import_address_complex_unit_type.csv]] '''OPTIONAL'''
+|ADDRESS_COMPLEX_UNIT_TYPE || Free text field. Enter a valid industry code.  Valid entries are available from a report in Cumulus. You can find this report under Reports > List > Reference. The report name is ''Physical Address Reference Data'' This field is case sensitive '''OPTIONAL'''
 |-
 |ADDRESS_COMPLEX_UNIT_NUMBER || Integer. This is required for complex addresses where the address_complex_unit_type field is populated.
 |-
-|ADDRESS_COMPLEX_LEVEL_TYPE || Free text field. Enter a valid code from the list below. '''OPTIONAL'''
+|ADDRESS_COMPLEX_LEVEL_TYPE || Free text field. Enter a valid code. Valid entries are available from a report in Cumulus. You can find this report under Reports > List > Reference. The report name is ''Physical Address Reference Data'' This field is case sensitive '''OPTIONAL'''
 |-
 |ADDRESS_COMPLEX_LEVEL_NUMBER || Integer. This is required for complex addresses where the address_complex_level_type field is populated.
@@ Line 124: / Line 87: @@
 |ADDRESS_STREET_NAME || Free text field. '''MANDATORY'''
 |-
-|ADDRESS_STREET_TYPE || Free text field. Enter a valid name from this list -> [[Media:Contact_address_import_address_street_type.csv]]. '''MANDATORY'''
+|ADDRESS_STREET_TYPE || Free text field. Enter a valid name. Valid entries are available from a report in Cumulus. You can find this report under Reports > List > Reference. The report name is ''Physical Address Reference Data'' This field is case sensitive. '''MANDATORY'''
 |-
-|ADDRESS_STREET_SUFFIX || Free text field. Enter a valid name from the list below. This field is case sensitive. '''MANDATORY'''
+|ADDRESS_STREET_SUFFIX || Free text field. Enter a valid name. Valid entries are available from a report in Cumulus. You can find this report under Reports > List > Reference. The report name is ''Physical Address Reference Data'' This field is case sensitive. '''OPTIONAL'''
 |-
-|ADDRESS_SUBURB || Free text field. Enter a valid 3-letter code from the list below. This field is case sensitive. '''MANDATORY'''
+|ADDRESS_SUBURB ||  Free text field. '''MANDATORY'''
 |-
-|ADDRESS_STATE ||
+|ADDRESS_STATE || Free text field. Enter a valid 3-letter code from the list below. This field is case sensitive. '''MANDATORY'''
 * VIC (Victoria)
 * NSW (New South Wales)
@@ Line 160: / Line 111: @@
 |ADDRESS_BUILDING || Free text field. '''OPTIONAL'''
 |-
-|ADDRESS_COUNTRY || Free text field. Enter a valid FIPS_CODE from this list -> [[Media:Contact_address_import_countries.csv]]. '''MANDATORY'''
+|ADDRESS_COUNTRY || Free text field. Enter a valid FIPS_CODE. Valid entries are available from a report in Cumulus. You can find this report under Reports > List > Reference. The report name is ''Physical Address Reference Data''. This field is case sensitive. '''MANDATORY'''
 |-
 |EXISTING_ADDRESS_ID || Integer. By default, the importer will create a new physical address entry. To update an existing physical address entry, enter the address ID. '''OPTIONAL'''