Revision as of 12:43, 22 May 2015

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 notification will send details of the records that failed validation and why.

Preparing your Data

To prepare your data for import, you will need to create a CSV import file or you can download the import file below. You will need to 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. You must ensure the data meets all validation requirements. These are 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 finds no errors, the system will import the notes into the system. The file needs to be error-free in order to import the data. In the event errors are found, no data will be imported into Emersion. Review the bulk upload processing notification email, correct the file and try again.

Importing your Data

To access the note import tool:

1. Log into Cumulus.
2. Nav: Admin > Bulk Import > Note Import.
3. Click the Browse button and select the csv file containing the data you want to import.
4. If you want the bulk upload processing notification email to be sent to a different email address than the address defined in the event template, tick the Override? checkbox and enter an alternative email address. This will only apply for this upload. To change the email address for all future imports, you will need to change the recipient defined in the event template.
5. Press Submit

The system will validate the data and if no errors are found, the system will import the data. When the notification email is received, the process has been completed.

The system can parse for invalid data but it cannot check for data accuracy. Therefore it is strongly recommended that you check a few random records to ensure that the import was a success. If you find an problem, you cannot roll back the import.

You have two options should this occur:

1. Manually correct the data.
2. Request Emersion fix the errors for you. This can be submitted via work order ticket. Please include a note import file with the records that need to be corrected. Do not include details of any records that do not need correcting.

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.

See Also

• Events