Difference between revisions of "Data Import/Account and Service Notes Import"
(→Account and Service Notes Data Definition) |
|||
| Line 1: | Line 1: | ||
= Importing Customer or Services Notes into Emersion = | = Importing Customer or Services Notes into Emersion = | ||
| − | This feature | + | This feature provides an easy and fast way to import either customer or service notes into Emersion via a bulk upload tool. |
| + | |||
| + | The system utilises the '''Bulk upload processing notification event''' to send a notification with the results of the import attempt. You must set up this event and enable it before you use this import tool. | ||
| + | |||
| + | If the import is successful, the email notification will advise you when the import process is complete | ||
| + | If the import is not successful the email This event will send you the | ||
== Preparing your Data == | == Preparing your Data == | ||
| Line 36: | Line 41: | ||
|OBJECT_ID ||The ID of the object you are attempting to import. The service id or account id. | |OBJECT_ID ||The ID of the object you are attempting to import. The service id or account id. | ||
|} | |} | ||
| + | |||
| + | = See Also = | ||
| + | |||
| + | * [[Events|Events]] | ||
Revision as of 17:29, 21 May 2015
Contents
Importing Customer or Services Notes into Emersion
This feature provides an easy and fast way to import either customer or service notes into Emersion via a bulk upload tool.
The system utilises the Bulk upload processing notification event to send a notification with the results of the import attempt. You must set up this event and enable it before you use this import tool.
If the import is successful, the email notification will advise you when the import process is complete If the import is not successful the email This event will send you the
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
Enter the data into the import sheet. Leave no rows blank. Ensure the data meets all the validation criteria contained in the data definition table below.
When you submit the data file for import, the system will parse the file looking for errors. If the system parses the data and finds no errors, the system will import the notes into the system. until the system parses and validates a file that is 100% correct, no data will be imported into Emersion. You will need to correct the file and try again.
The results of the import (regardless of a pass/fail) will be sent via email.
Importing your Data
The system will validate that the fields are within the allowable sizes, and that for the objects that have been defined that the person using the importer has access to them.
All facets of this process will result in a notification to the importer, whether the job was successful or failed
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.
| 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. |
