Difference between revisions of "Data Import"

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= Importing and Updating Data In Bulk =
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This page provides guidance to those who want to import data into Emersion. There are also some tool you can use that will allow you to update records in bulk. If you do not have access to the bulk import tools in Cumulus and you would like a quote, please contact our Sales team for at [mailto:sales@emersion.com.au sales@emersion.com.au] or raise a Sales ticket in the Emersion Support Portal.
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This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
  
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There are two methods of importing various data into Emersion.
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We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
  
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* Via Cumulus.
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[https://resources.emersion.com/display/EKB/Bulk+Import+and+Processing+Tools Take me to the Emersion Knowledge Base article]
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* Via an import template and submitting a [[Support_and_help_from_Emersion#Work_Orders| Work Order]] to Emersion to import the data for you. Any work done by Emersion via this method is billable.
 
  
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== Importing data via Cumulus ==
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The following data can be imported via Cumulus.  Please see the respective help articles below.
 
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* [[Data Import - Service Qualification|The address-based Service Qualification tool]]
 
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* [[/Account_and_Service_Notes_Import| Account or Service Notes]] - Import notes against customer notes or service subscription notes using a bulk import tool.
 
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== Updating data in Cumulus ==
 
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The following tools will help you update existing records in bulk.  
 
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* [[/Invoice Approval | Approve Invoices in bulk]] - Cumulus limits you to approving 1000 invoices at a time. This bulk upload tool allows service providers to approve to 20,000 invoices at a time.
 
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== Importing data using import templates ==
 
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Click on any of the links below for further information regarding specific categories of data that can be imported by Emersion's data consultants.
 
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* Customer Data
 

Latest revision as of 08:30, 7 March 2018

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 our new home.

Take me to the Emersion Knowledge Base article

New home sm.jpg

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