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| − | = Bulk Account Status Update =
| + | {{DISPLAYTITLE:Bulk Account Status Update}} |
| | + | =This Content Has Moved House= |
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| − | 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.
| + | This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. |
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| − | 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.
| + | We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to out new home. |
| − | 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.
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| − | == Preparing your data ==
| + | [https://resources.emersion.com/display/EKB/Account+Status Take me to the Emersion Knowledge Base article] |
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| − | 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:new_home_sm.jpg|900px]] |
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| − | [[File:Bulk-account-status-update-template.zip]] | |
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| − | 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.
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| − | '''Nav: Admin > Bulk Import > Bulk Account Status Change'''
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Latest revision as of 10:36, 16 October 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
