Data Import/Contacts - Revision history

Scarpenter: Replaced content with "{{DISPLAYTITLE: Contact Import}} =This Content Has Moved House= This article has been moved to our new home for documentation and help content, the new Emersion Knowledge..."

2017-08-18T06:29:49Z

Replaced content with "{{DISPLAYTITLE: Contact Import}} =This Content Has Moved House= This article has been moved to our new home for documentation and help content, the new Emersion Knowledge..."

Scarpenter: /* Contact Data Definition */

2016-11-22T01:50:28Z

‎Contact Data Definition

Scarpenter at 01:05, 22 November 2016

2016-11-22T01:05:43Z

Scarpenter: /* Contact Data Definition */

2016-09-02T07:37:16Z

‎Contact Data Definition

Scarpenter at 06:41, 2 September 2016

2016-09-02T06:41:44Z

Scarpenter: /* Contact Data Definition */

2016-09-02T04:39:13Z

‎Contact Data Definition

Scarpenter: /* Contact Data Definition */

2016-09-02T04:37:55Z

‎Contact Data Definition

Scarpenter at 01:06, 1 September 2016

2016-09-01T01:06:54Z

Scarpenter: Created page with "{{DISPLAYTITLE: Contact Import}} = Overview = The contact import gives users the ability for a user to import contacts against either an account or a service. While this is a..."

2016-08-31T08:11:14Z

Created page with "{{DISPLAYTITLE: Contact Import}} = Overview = The contact import gives users the ability for a user to import contacts against either an account or a service. While this is a..."

New page

{{DISPLAYTITLE: Contact Import}}
= Overview =
The contact import gives users the ability for a user to import contacts against either an account or a service. While this is a standalone tool, this import was designed to be used together with the [[Data_Import/Contact_Addresses |contact address importer]] to import a complete '''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 contacts, you will need to create a CSV data file or you can download the data file below.

[[File:contact_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 - contact addresses''' to be enabled before they can access the tool.

= Report =
The '''Contact Import report''' can be used to review what has been imported. In addition, this report was designed in a way that it can be used to populate a data file if you plan to follow up the contact import with a [[Data_Import/Contact_Addresses |contact address import]]. This report is located under the '''Reports > List > Account'''.

= Data Definition =

@@ Line 40: / Line 40: @@
 = Contact Data Definition =
-This section contains a list of the required fields and a definition of what the system considers as valid data. The a comprehensive data definition for accounts is [[Account/AccountCreation|located on this page]]. The definition table below will not repeat this information and includes supplemental information specific to the contact importer.
+This section contains a list of the required fields and a definition of what the system considers as valid data. A comprehensive data definition for accounts is [[Account/AccountCreation|located on this page]]. The definition table below will not repeat this information and includes supplemental information specific to the contact importer.
 {| class="wikitable"

@@ Line 40: / Line 40: @@
 = Contact Data Definition =
-This section contains a list of the required fields and a definition of what the system considers as valid data. The a comprehensive data definition for accounts is located here. The definition table below will not repeat this information and includes supplemental information specific to the contact importer.
+This section contains a list of the required fields and a definition of what the system considers as valid data. The a comprehensive data definition for accounts is [[Account/AccountCreation|located on this page]]. The definition table below will not repeat this information and includes supplemental information specific to the contact importer.
 {| class="wikitable"

@@ Line 59: / Line 59: @@
 |UPLOAD_SOURCE_REF  || Free text field. '''OPTIONAL'''
 |-
-|SALUTATION	|| 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 ''Contact Reference Data'' '''OPTIONAL'''
+|SALUTATION	|| Free text field. Free text field. Enter the salutation such as Mr, Mrs, etc. You can obtain valid entries in a report under '''Reports > List > Reference'''. The report name is ''Contact Reference Data''.  '''OPTIONAL'''
 |-
 |FIRST_NAME  || Free text field. '''MANDATORY'''
@@ Line 79: / Line 79: @@
 |PRIMARY_EMAIL  || Free text field. '''MANDATORY'''
 |-
-|GENDER  || 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 ''Contact Reference Data'' '''OPTIONAL'''
+|GENDER  || Free text field. Enter the name of the gender. You can obtain valid entries in a report under '''Reports > List > Reference'''. The report name is ''Contact Reference Data''.  '''OPTIONAL'''
 |-
 |DOB  || Date of birth. Date format = DD/MM/YYYY. '''MANDATORY'''
@@ Line 85: / Line 85: @@
 |DRIVERS_LICENSE  || Free text field. '''OPTIONAL'''
 |-
-|LANGUAGE  || Enter the language using the list of languages in Cumulus as a reference. This field is case sensitive. Free text. '''OPTIONAL'''
+|LANGUAGE  || 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 ''Contact Reference Data'' '''OPTIONAL'''
 |-
-|TIME_ZONE  || Free text field. Enter the timezone using the list of time zones in Cumulus as a reference. E.g. <strong>(GMT+10:00) Canberra, Melbourne, Sydney</strong> <br /> This field is case sensitive. '''OPTIONAL'''
+|TIME_ZONE  || Free text field. Enter the timezone using the list of time zones in Cumulus as a guide to formatting. E.g. <strong>(GMT+10:00) Canberra, Melbourne, Sydney</strong> <br /> Valid entries are available from a report in Cumulus. You can find this report under '''Reports > List > Reference'''. The report name is ''Contact Reference Data'' '''OPTIONAL'''
 |-
 |PHONE_PASSWORD  || Free text field. '''MANDATORY'''

@@ Line 59: / Line 59: @@
 |UPLOAD_SOURCE_REF  || Free text field. '''OPTIONAL'''
 |-
-|SALUTATION	|| Free text field. '''OPTIONAL'''
+|SALUTATION	|| 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 ''Contact Reference Data'' '''OPTIONAL'''
 |-
 |FIRST_NAME  || Free text field. '''MANDATORY'''
@@ Line 65: / Line 65: @@
 |LAST_NAME  || Free text field. '''MANDATORY'''
 |-
-|SUFFIX  || Free text field. '''OPTIONAL'''
+|SUFFIX  || 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 ''Contact Reference Data'' '''OPTIONAL'''
 |-
-|JOB_TITLE  || Free text field. '''OPTIONAL'''
+|JOB_TITLE  || 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 ''Contact Reference Data'' '''OPTIONAL'''
 |-
 |PRIMARY_PHONE  || Integer. '''MANDATORY'''
@@ Line 79: / Line 79: @@
 |PRIMARY_EMAIL  || Free text field. '''MANDATORY'''
 |-
-|GENDER  || Free text field. Choose from the following options
+|GENDER  || 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 ''Contact Reference Data'' '''OPTIONAL'''
 |-
 |DOB  || Date of birth. Date format = DD/MM/YYYY. '''MANDATORY'''

@@ Line 91: / Line 91: @@
 |LANGUAGE  || Enter the language using the list of languages in Cumulus as a reference. This field is case sensitive. Free text. '''OPTIONAL'''
 |-
-|TIME_ZONE  || Enter the language using the list of languages in Cumulus as a reference. E.g. <strong>(GMT+10:00) Canberra, Melbourne, Sydney</strong> <br /> This field is case sensitive. Free text. '''OPTIONAL'''
+|TIME_ZONE  || Free text field. Enter the timezone using the list of time zones in Cumulus as a reference. E.g. <strong>(GMT+10:00) Canberra, Melbourne, Sydney</strong> <br /> This field is case sensitive. '''OPTIONAL'''
 |-
 |PHONE_PASSWORD  || Free text field. '''MANDATORY'''

@@ Line 1: / Line 1: @@
 {{DISPLAYTITLE: Contact Import}}
-= Overview =
+=This Content Has Moved House=
-The contact import gives users the ability for a user to import contacts against either an account or a service. While this is a standalone tool, this import was designed to be used together with the [[Data_Import/Contact_Addresses |contact address importer]] to import a complete '''contact + address''' data set.
+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.
-If the bulk import is successful, the email notification will advise you when the process is complete. <br />
+[https://resources.emersion.com/display/EKB/Contacts Take me to the Emersion Knowledge Base article]

@@ Line 53: / Line 53: @@
 |MODEL_ID	||Integer. The account ID or Service ID dependant on the value provided in MODEL_TYPE. '''MANDATORY'''
 |-
-|CONTACT_TYPE	|| Free text field. This field refers to the list of contact sub types as referred to in Cumulus. The valid entries are listed below and are case sensitive. You may also have additional contact types (sub types) that have been created specifically for you, or are specific to a service type you are using. Refer to the cumulus user interface for a complete list available to you. '''OPTIONAL'''
+|CONTACT_TYPE	|| Free text field. This field refers to the list of contact sub types as referred to in Cumulus. Valid entries are available from a report in Cumulus. You can find this report under '''Reports > List > Reference'''. The report name is ''Account and Contact Type Reference Data'' '''OPTIONAL'''
 |-
 |UPLOAD_SOURCE	|| Free text field. '''OPTIONAL'''

@@ Line 3: / Line 3: @@
 The contact import gives users the ability for a user to import contacts against either an account or a service. While this is a standalone tool, this import was designed to be used together with the [[Data_Import/Contact_Addresses |contact address importer]] to import a complete '''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.
+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.
 == Preparing your Data ==
 To import contacts, you will need to create a CSV data file or you can download the data file below.
-[[File:contact_import.csv]]
+[[media:contact_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 - contact addresses''' to be enabled before they can access the tool.
+Users will need the '''Bulk import - contact addresses''' power to be enabled before they can access the tool.
-= Report =
+'''OPTIONAL'''
-The '''Contact Import report''' can be used to review what has been imported. In addition, this report was designed in a way that it can be used to populate a data file if you plan to follow up the contact import with a [[Data_Import/Contact_Addresses |contact address import]].  This report is located under the '''Reports > List > Account'''.
+|-
-= Data Definition =
+This field is case sensitive.'''OPTIONAL'''