Revision as of 14:18, 8 July 2015

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
• /Import Inventory - Upload products to the product inventory

Bulk Actions in Cumulus

The following tools will help you update existing records in bulk.

• Approve Invoices in bulk - Bulk approve up 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 - Bulk update accounts with a new status and status reason.

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