Difference between revisions of "Data Import"
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* [[/Invoice Approval | Approve Invoices in bulk]] - Cumulus limits you to approving 1000 invoices at a time. This bulk upload tool allows service providers to approve to 20,000 invoices at a time. | * [[/Invoice Approval | Approve Invoices in bulk]] - Cumulus limits you to approving 1000 invoices at a time. This bulk upload tool allows service providers to approve to 20,000 invoices at a time. | ||
| − | * [[/Bulk Service Type Migrate| Bulk Service Type Migrate]] - For | + | * [[/Bulk Service Type Migrate| Bulk Service Type Migrate]] - For initialising bulk migration of services. Requires current subscription to the [[Main_Page/Provisioning/Service_Type_Migrate | Service Type Migrate]] module. |
* [[/Account Status | Bulk Update Account Statuses]] | * [[/Account Status | Bulk Update Account Statuses]] | ||
Revision as of 11:40, 25 June 2015
Contents
Importing 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.
- Properties
- Cardlines
- Addresses for the address-based Service Qualification tool
- Account or Service Notes - Import notes against customer notes or service subscription notes using a bulk import tool.
Bulk Actions in Cumulus
The following tools will help you update existing records in bulk.
- Approve Invoices in bulk - Cumulus limits you to approving 1000 invoices at a time. This bulk upload tool allows service providers to approve to 20,000 invoices at a time.
- Bulk Service Type Migrate - For initialising bulk migration of services. Requires current subscription to the Service Type Migrate module.
- Bulk Update Account Statuses
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
