Difference between revisions of "Data Import/Account and Service Notes Import"
From Emersion
(→Preparing your data) |
(→Data Definition) |
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| − | === Data Definition === | + | === Account and Service Notes Data Definition === |
This section contains a list of the required fields and a definition of what the system considers as valid data. | This section contains a list of the required fields and a definition of what the system considers as valid data. | ||
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OBJECT_TYPE | OBJECT_TYPE | ||
OBJECT_ID | OBJECT_ID | ||
| + | |||
| + | {| class="wikitable" | ||
| + | |+Account and Service Data Definition table | ||
| + | |Data field ||Description | ||
| + | |- | ||
| + | |MSG ||The content of the note. The message can be up to 4000 characters. | ||
| + | |- | ||
| + | |SUBJECT ||A subject line for the note. This has a hard limit of 255 characters, but we recommend no more than 80 to ensure it can be seen inside the field. | ||
| + | |- | ||
| + | |OBJECT_TYPE ||The type of object being imported. Enter ‘Account’ or ‘Service’ | ||
| + | |- | ||
| + | |OBJECT_ID ||The ID of the object you are attempting to import. The service id or account id. | ||
| + | |} | ||
Revision as of 16:07, 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
Account and Service Notes 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
| Data field | Description |
| MSG | The content of the note. The message can be up to 4000 characters. |
| SUBJECT | A subject line for the note. This has a hard limit of 255 characters, but we recommend no more than 80 to ensure it can be seen inside the field. |
| OBJECT_TYPE | The type of object being imported. Enter ‘Account’ or ‘Service’ |
| OBJECT_ID | The ID of the object you are attempting to import. The service id or account id. |
