Difference between revisions of "Data Import"

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(Importing data via Cumulus)
(Importing data via Cumulus)
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* [[/Properties | Properties]]
 
* [[/Properties | Properties]]
* [[/Cardlines | Cardlines]]
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* [[/Cardlines | Cardlines]] Bulk import cardlines that will go onto a customer's invoice.
 
* [[/Service Qualification Addresses|Addresses for the address-based Service Qualification tool]]
 
* [[/Service Qualification Addresses|Addresses for the address-based Service Qualification tool]]
 
* [[/Account_and_Service_Notes_Import | Account or Service Notes]] - Import notes against customer notes or service subscription notes using a bulk import tool.
 
* [[/Account_and_Service_Notes_Import | Account or Service Notes]] - Import notes against customer notes or service subscription notes using a bulk import tool.

Revision as of 09:34, 3 December 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.

Bulk Actions in Cumulus

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

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