Difference between revisions of "Data Import/Account Status"
(Created page with "= Bulk Account Status Update = This import tool provides users with a way to account statuses in bulk. '''Nav: Admin > Bulk Import > Bulk Account Status Change'''") |
(→Bulk Account Status Update) |
||
| Line 1: | Line 1: | ||
= Bulk Account Status Update = | = Bulk Account Status Update = | ||
| − | This | + | For service providers with customer numbers in the tens of thousands and higher, performing account status changes via Cumulus may not be practical. This feature provides an easy and fast way to update statuses of accounts. |
| + | |||
| + | The system utilises the Bulk upload processing notification event to send a notification with the results of the bulk approval attempt. You must set up this event and enable it before you use this tool. | ||
| + | If the bulk approval is successful, the email notification will advise you when the process is complete. If the bulk approval is not successful, the email notification will send details of the records that failed to be approved and why. | ||
| + | |||
| + | == Preparing your data == | ||
| + | |||
| + | To bulk-update account statuses, you will need to create a CSV data file or you can download the data file below. You will need to extract the csv file and save it. | ||
| + | |||
| + | [[File:Bulk-account-status-update-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. | ||
'''Nav: Admin > Bulk Import > Bulk Account Status Change''' | '''Nav: Admin > Bulk Import > Bulk Account Status Change''' | ||
Revision as of 15:19, 23 June 2015
Bulk Account Status Update
For service providers with customer numbers in the tens of thousands and higher, performing account status changes via Cumulus may not be practical. This feature provides an easy and fast way to update statuses of accounts.
The system utilises the Bulk upload processing notification event to send a notification with the results of the bulk approval attempt. You must set up this event and enable it before you use this tool. If the bulk approval is successful, the email notification will advise you when the process is complete. If the bulk approval is not successful, the email notification will send details of the records that failed to be approved and why.
Preparing your data
To bulk-update account statuses, you will need to create a CSV data file or you can download the data file below. You will need to extract the csv file and save it.
File:Bulk-account-status-update-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.
Nav: Admin > Bulk Import > Bulk Account Status Change
