Difference between revisions of "Data Import/Account Status"
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|Data field ||Description | |Data field ||Description | ||
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| − | |ACCOUNT_ID ||The ID of the account to be updated. | + | |ACCOUNT_ID ||The ID of the account to be updated. (mandatory field) |
|- | |- | ||
| − | |ACCOUNT_STATUS ||The NAME of the status. Refer to [[Account/AccountStatus| this list of account statuses]]. Statuses name are not case sensitive. E.g Active, active and ACTIVE are all valid data entries. | + | |ACCOUNT_STATUS ||The NAME of the status. Refer to [[Account/AccountStatus| this list of account statuses]]. Statuses name are not case sensitive. E.g Active, active and ACTIVE are all valid data entries. (mandatory field) |
|- | |- | ||
| − | |ACCOUNT_STATUS_REASON || The NAME of the status reason | + | |ACCOUNT_STATUS_REASON || The NAME of the status reason (mandatory field) |
|} | |} | ||
Revision as of 10:45, 30 July 2015
Contents
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.
Importing your Data
To access the bulk account status update tool:
- Log into Cumulus.
- Nav: Admin > Bulk Import > Bulk Account Status Change.
- Click the Browse button and select the csv file containing the list of accounts you want to update.
- 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 or approvals, you will need to change the recipient defined in the event template.
- Press Submit
The system will validate the data and if no errors are found, the system will approve the invoices. When the notification email is received, the process has been completed.
There is a hard limit of 2,000 accounts that can be updated using this import tool. If you need to approve more than 2,000 accounts, please create multiple import files. A single import file can have up to 1,999 rows of data plus the header row.
It is strongly recommended that you check a few random records to ensure that bulk update was a success. If you find an problem, you cannot roll back the bulk approval.
You have two options should this occur:
- Manually correct the data.
- Request Emersion fix the errors for you. This request can be submitted via work order ticket. Please include a new csv data file with the records that need to be corrected. Do not include 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.
| Data field | Description |
| ACCOUNT_ID | The ID of the account to be updated. (mandatory field) |
| ACCOUNT_STATUS | The NAME of the status. Refer to this list of account statuses. Statuses name are not case sensitive. E.g Active, active and ACTIVE are all valid data entries. (mandatory field) |
| ACCOUNT_STATUS_REASON | The NAME of the status reason (mandatory field) |
