Difference between revisions of "Data Import/Account and Service Notes Import"

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(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...")
 
(Replaced content with "=This Content Has Moved House= This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. We are sorry for the untid...")
 
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= Importing Customer or Services Notes into Emersion =
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=This Content Has Moved House=
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This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
  
This feature allows users to import customer or service notes into Emersion via a bulk upload tool.
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We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to out new home.
  
== Preparing your data ==
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[https://resources.emersion.com/display/EKB/Notes+Import+for+Accounts+and+Services Take me to the Emersion Knowledge Base article]
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]]
 

Latest revision as of 15:10, 18 August 2017

This Content Has Moved House

This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.

We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to out new home.

Take me to the Emersion Knowledge Base article