Revision as of 17:26, 15 May 2015

Importing Customer or Services Notes into Emersion

This feature allows users to import customer or service notes into Emersion via a bulk upload tool.

To prepare your data for import, you will need to download the import template below. Extract the csv file and save it.

Complete the rows ensuring that the data entered meets the

Revision as of 16:59, 15 May 2015 (view source) Scarpenter (talk) (Created page with "= Importing Customer or Services Notes into Emersion = This feature allows users to import customer or service notes into Emersion via a bulk upload tool. == Preparing your...")		Revision as of 17:26, 15 May 2015 (view source) Scarpenter (talk) Newer edit →
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	[[file:customer_or_service_note_import template.zip]]		[[file:customer_or_service_note_import template.zip]]
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		+	Complete the rows ensuring that the data entered meets the