Data Import/Included Value 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..."

2017-08-18T07:06:56Z

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..."

Scarpenter: /* See Also */

2016-03-01T00:01:28Z

‎See Also

Scarpenter: /* Service Plan Included Value Slot Data Definitions */

2015-07-31T04:21:15Z

‎Service Plan Included Value Slot Data Definitions

Scarpenter: /* Service Plan Included Value Slot Data Definitions */

2015-07-31T02:19:43Z

‎Service Plan Included Value Slot Data Definitions

Scarpenter: /* Service Included Value Slot Import Data Definitions */

2015-07-31T01:35:56Z

‎Service Included Value Slot Import Data Definitions

Scarpenter: /* Data Dictionary */

2015-07-31T01:35:33Z

‎Data Dictionary

Scarpenter: /* Importing your Data */

2015-07-31T01:34:53Z

‎Importing your Data

Scarpenter at 01:32, 31 July 2015

2015-07-31T01:32:49Z

Scarpenter: /* See Also */

2015-07-31T01:28:38Z

‎See Also

Scarpenter at 01:28, 31 July 2015

2015-07-31T01:28:21Z

@@ Line 1: / Line 1: @@
-= Importing Included Value Allowance for Service Plans =
+=This Content Has Moved House=
-This feature provides an easy and fast way to import included value allowances against existing service plans 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/Included+Value+Allowances+for+Service+Plans Take me to the Emersion Knowledge Base article]

← Older revision		Revision as of 00:01, 1 March 2016
Line 81:		Line 81:
	* [[ServicePlans/ServicePlans \| Service Plans]]		* [[ServicePlans/ServicePlans \| Service Plans]]
	* [[ServicePlans/ServicePlans/Included_Value \| Service Plan Included Value ]]		* [[ServicePlans/ServicePlans/Included_Value \| Service Plan Included Value ]]
		+	* [[Events]]

@@ Line 38: / Line 38: @@
 If an ID is provided, the included value corresponding to the ID will be updated. (optional field)
 |-
-|NAME     ||A name for the included value allowance. (mandatory field)
+|NAME     ||A name for the included value allowance. The Name field must be between 1 and 20 characters. (mandatory field)
 |-
 |INCLUDED_VALUE	|| A number, representing the amount of included value. Enter $ values as xx.xx. (mandatory field)

@@ Line 40: / Line 40: @@
 |NAME     ||A name for the included value allowance. (mandatory field)
 |-
-|INCLUDED_VALUE	|| An integer, representing the amount of included value. (mandatory field)
+|INCLUDED_VALUE	|| A number, representing the amount of included value. Enter $ values as xx.xx. (mandatory field)
 |-
 |IS_SHARED     || A flag denoting if any available quota which remains at the end of the period can be shared with other services on the same account with similar shared subscriptions. Accepted values are:

@@ Line 28: / Line 28: @@
 # Press '''Submit'''
-== Service Included Value Slot Import Data Definitions ==
+== Service Plan Included Value Slot Data Definitions ==
 {| class="wikitable"

@@ Line 21: / Line 21: @@
 To access the Service Plan Included Value Slot import tool:
 Log into Cumulus.
-Nav: Admin > Bulk Import > Service Plan Included Value Slot Import.
+# Log into Cumulus.
-Click the Browse button and select the csv file containing the data you want to import.
+# Nav: '''Admin > Bulk Import > Service Plan Included Value Slot 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.
+# Click the Browse button and select the csv file containing the data you want to import.
-Press '''Submit'''
+# 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.
 == Data Dictionary ==

@@ Line 1: / Line 1: @@
-= Importing Customer or Services Notes into Emersion =
+= Importing Included Value Allowance for Service Plans =
-This feature provides an easy and fast way to import either account (customer) or service notes into Emersion via a bulk upload tool.
+This feature provides an easy and fast way to import included value allowances against existing service plans 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 14: / Line 14: @@
 A single import file can have up to 9999 rows of data plus the header row.
-[[file:customer_or_service_note_import template.zip]]
+[[file:service_plan_included_value_bulk_import.csv]]
-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. 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 ==
-To access the note import tool:
+To access the Service Plan Included Value Slot import tool:
 == Data Dictionary ==

@@ Line 73: / Line 73: @@
 = See Also =
-* [[Service Plans | Service Plans]]
+* [[ServicePlans/ServicePlans | Service Plans]]
 * [[ServicePlans/ServicePlans/Included_Value | Service Plan Included Value ]]