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| − | = Importing Customer or Services Notes into Emersion = | + | =This Content Has Moved House= |
| | + | This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. |
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| − | This feature allows users to import customer or service notes into Emersion via a bulk upload tool.
| + | We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to out new home. |
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| − | == Preparing your Data ==
| + | [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.
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| − | [[file:customer_or_service_note_import template.zip]]
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| − | Complete the rows ensuring that the data entered meets the criteria of 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 detects invalid data the user will receive an error message. No data will be imported until the system validates a file that contains only valid data.
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| − | If the system parses the data and finds no errors, the system will import the notes into the system.
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| − | == Importing your Data ==
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| − | 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.
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| − | All facets of this process will result in a notification to the importer, whether the job was successful or failed
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| − | === Account and Service Notes Data Definition ===
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| − | 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
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| − | SUBJECT
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| − | OBJECT_TYPE
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| − | OBJECT_ID
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| − | {| class="wikitable"
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| − | |+Account and Service Data Definition table
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| − | |Data field ||Description
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| − | |MSG ||The content of the note. The message can be up to 4000 characters.
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| − | |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.
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| − | |OBJECT_TYPE ||The type of object being imported. Enter ‘Account’ or ‘Service’
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| − | |OBJECT_ID ||The ID of the object you are attempting to import. The service id or account id.
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| − | |}
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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.
