Difference between revisions of "Data Import"
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* [[/Bulk Referral Programme | Grant and activate a new bolt-on add-on as part of a referral programme]] Both the new customer and the referring customer are granted the reward. | * [[/Bulk Referral Programme | Grant and activate a new bolt-on add-on as part of a referral programme]] Both the new customer and the referring customer are granted the reward. | ||
* [[/Inventory Owner Shift Import | Inventory Owner Shift Import]] This upload facility allows you to import and process inventory ownership transfers in bulk. | * [[/Inventory Owner Shift Import | Inventory Owner Shift Import]] This upload facility allows you to import and process inventory ownership transfers in bulk. | ||
| + | * [[/Bulk Period Approval | Bulk Import Period Approvals]] This bulk update tool gives users the ability to update period approvals in bulk. | ||
== Importing data using import templates == | == Importing data using import templates == | ||
Revision as of 15:17, 21 March 2016
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 Bulk import cardlines that will go onto a customer's invoice.
- Map ledger codes from your own accounting system. I.e.: MYOB, Quickbooks, etc. Note:If you have subscribed to Xero and Emersion integration do not use this feature. If you are using the integration between Emersion and Xero, use the Xero ledger code mappings bulk import tool instead.
- For mapping ledger codes when used COGS.
- 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.
- Included Value for Service Plans - Importing Included values against existing service plans.
- Payments - Import payments in bulk.
- Xero Ledger Code Mappings - Import ledger code mappings used to integrate with Xero
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.
- Cleanse or write off quarantine records in bulk - Bulk cleanse usage records in quarantine.
- Grant and activate a new bolt-on add-on as part of a referral programme Both the new customer and the referring customer are granted the reward.
- Inventory Owner Shift Import This upload facility allows you to import and process inventory ownership transfers in bulk.
- Bulk Import Period Approvals This bulk update tool gives users the ability to update period approvals 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
