Difference between revisions of "Data Import"
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| − | = Importing and Updating Data In Bulk = | + | = Importing Data and Updating Data In Bulk = |
| − | This page provides guidance to those who want to import data into Emersion. | + | This page provides guidance to those who want to import data into Emersion. There are also some tool you can use that will allow you to update records in bulk. If you do not have access to the bulk import tools in Cumulus and you would like a quote, please contact our Sales team for at [mailto:sales@emersion.com.au sales@emersion.com.au] or raise a Sales ticket in the Emersion Support Portal. |
There are two methods of importing various data into Emersion. | There are two methods of importing various data into Emersion. | ||
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* Via Cumulus. | * Via Cumulus. | ||
* Via an import template and submitting a [[Support_and_help_from_Emersion#Work_Orders| Work Order]] to Emersion to import the data for you. Any work done by Emersion via this method is billable. | * Via an import template and submitting a [[Support_and_help_from_Emersion#Work_Orders| Work Order]] to Emersion to import the data for you. Any work done by Emersion via this method is billable. | ||
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== Importing data via Cumulus == | == Importing data via Cumulus == | ||
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* [[Data Import - Service Qualification|The address-based Service Qualification tool]] | * [[Data Import - Service Qualification|The address-based Service Qualification tool]] | ||
* [[/Account_and_Service_Notes_Import| Account or Service Notes]] | * [[/Account_and_Service_Notes_Import| Account or Service Notes]] | ||
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| + | == Updating data in Cumulus == | ||
| + | The following tools will help you update existing records in bulk. | ||
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| + | [[/Invoice Approval | Approve Invoices in bulk]] - Cumulus allows you to update 1000 invoices at a time. This tool will allow you to approve as many invoices as you need to in one action. | ||
== Importing data using import templates == | == Importing data using import templates == | ||
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* Customer Data | * Customer Data | ||
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Revision as of 13:53, 22 May 2015
Contents
Importing Data and Updating Data In Bulk
This page provides guidance to those who want to import data into Emersion. There are also some tool you can use that will allow you to update records in bulk. If you do not have access to the bulk import tools in Cumulus and you would like a quote, please contact our Sales team for at sales@emersion.com.au or raise a Sales ticket in the Emersion Support Portal.
There are two methods of importing various data into Emersion.
- Via Cumulus.
- Via an import template and submitting a Work Order to Emersion to import the data for you. Any work done by Emersion via this method is billable.
Importing data via Cumulus
The following data can be imported via Cumulus. Please see the respective help articles below.
Updating data in Cumulus
The following tools will help you update existing records in bulk.
Approve Invoices in bulk - Cumulus allows you to update 1000 invoices at a time. This tool will allow you to approve as many invoices as you need to in one action.
Importing data using import templates
Click on any of the links below for further information regarding specific categories of data that can be imported by Emersion's data consultants.
- Customer Data
