Difference between revisions of "Data Import"
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The following data can be imported via Cumulus. Please see the respective help articles below. | The following data can be imported via Cumulus. Please see the respective help articles below. | ||
| − | * [[/Contacts|Contacts]] Import contacts against end user accounts | + | * [[/Cardlines | Cardlines]] Import cardlines that will go onto a customer's invoice. |
| − | * [[/Contact Addresses|Contact Addresses]] Once you have imported contacts, you can import their addresses. | + | * [[/Contacts|Contacts]] Import contacts against end user accounts. Once contacts have been created using the Contacts importer, addresses for those customers can be imported (see the Contact Addresses importer). |
| − | * [[/ | + | * [[/Contact Addresses|Contact Addresses]] Once you have imported contacts using the Contacts importer, you can import their addresses. |
| − | + | * [[/Account_and_Service_Notes_Import | Notes - Account or Service Notes]] Import notes against a customer account or a service subscription. | |
| − | |||
* [[/Contract Management | Contracts ]] Import or modify contracts against a package subscription. | * [[/Contract Management | Contracts ]] Import or modify contracts against a package subscription. | ||
| − | * [[/Included Value Import | + | * [[/Included Value Import | Service Plan Included Values]] Import included value information against existing service plans. |
| − | * [[/Ledger Code Mappings | + | * [[/Ledger Code Mappings | Ledger codes]] 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 Mapping | Xero ledger code mappings bulk import tool]] instead. |
| − | + | * [[/Ledger Code Mappings for COGS Import | For mapping ledger codes when using COGS (Cost Of Goods)]] | |
* [[/Payments | Payments]] Import payments. | * [[/Payments | Payments]] Import payments. | ||
* [[/Import Inventory | Product Inventory]] Upload product instances to the product inventory. | * [[/Import Inventory | Product Inventory]] Upload product instances to the product inventory. | ||
* [[/Properties | Properties]] | * [[/Properties | Properties]] | ||
| + | * [[/Service Qualification Addresses|Service Qualification Addresses]] Import addresses that are used with the address-based service qualification (SQ). | ||
* [[/Xero Ledger Code Mapping | Xero Ledger Code Mappings]] Import ledger code mappings used to integrate with Xero. | * [[/Xero Ledger Code Mapping | Xero Ledger Code Mappings]] Import ledger code mappings used to integrate with Xero. | ||
Revision as of 17:23, 31 August 2016
Contents
Importing and Updating Data In Bulk
This page provides guidance to those who want to:
- import data into Emersion.
- update records in bulk.
Some of the bulk import or bulk update tools detailed on this page are included in the base subscription to the Emersion platform. Others require a seperate suibscription. Refer to your Emersion Services Agreement to see what you are subscribed to. If you would like to subscribe to any of the bulk tools, 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.
Data Import Tools
The following data can be imported via Cumulus. Please see the respective help articles below.
- Cardlines Import cardlines that will go onto a customer's invoice.
- Contacts Import contacts against end user accounts. Once contacts have been created using the Contacts importer, addresses for those customers can be imported (see the Contact Addresses importer).
- Contact Addresses Once you have imported contacts using the Contacts importer, you can import their addresses.
- Notes - Account or Service Notes Import notes against a customer account or a service subscription.
- Contracts Import or modify contracts against a package subscription.
- Service Plan Included Values Import included value information against existing service plans.
- Ledger codes 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 using COGS (Cost Of Goods)
- Payments Import payments.
- Product Inventory Upload product instances to the product inventory.
- Properties
- Service Qualification Addresses Import addresses that are used with the address-based service qualification (SQ).
- Xero Ledger Code Mappings Import ledger code mappings used to integrate with Xero.
Bulk Update Tools
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 initializing 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.
- Bulk Internal Churn For initializing bulk internal churns from end user account to end user account. Requires appropriate account feature.
- Product Supply Rules For uploading Minimum Stock Level and setting the Allow Backorder Flag.
- Cardline Management Provides an easy and fast way to update, delete, allocate and de-allocate cardlines.
Importing data using import templates
The links below are for data that can be imported into Emersion but is not currently available in Cumulus. In these cases, service providers can prepare the data and send it to Emersion via a Work Order ticket for Emersion to import on your behalf.
