Difference between revisions of "Data Import/Account and Service Notes Import"
From Emersion
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[[file:customer_or_service_note_import template.zip]] | [[file:customer_or_service_note_import template.zip]] | ||
| − | Complete the rows ensuring that the data entered meets the | + | Complete the rows ensuring that the data entered meets the validation requirements below. When you submit the data file for import, the system will parse the file looking for errors. If the system detects invalid data the |
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| + | === Data Definition === | ||
| + | This section contains a list of the required fields and a definition of what the system considers as valid data. | ||
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| + | MSG | ||
| + | SUBJECT | ||
| + | OBJECT_TYPE | ||
| + | OBJECT_ID | ||
Revision as of 15:55, 21 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.
Preparing your data
To prepare your data for import, you will need to download the import template below. Extract the csv file and save it.
File:Customer or service note import template.zip
Complete the rows ensuring that the data entered meets the validation requirements below. When you submit the data file for import, the system will parse the file looking for errors. If the system detects invalid data the
Data Definition
This section contains a list of the required fields and a definition of what the system considers as valid data.
MSG SUBJECT OBJECT_TYPE OBJECT_ID
