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| − | {{DISPLAYTITLE:Contact Address Import}} | + | {{DISPLAYTITLE: Address Import for Account Contacts and Service Contacts}} |
| − | = Overview =
| + | This content has moved house! |
| − | The contact address importer gives users the ability to import addresses against account and service contacts. While this is a standalone tool, this import was designed to be used after the [[Data_Import/Contacts |contact address importer]] as second stage of a '''contact + address''' data set.
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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. If the bulk import 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. | + | The content on this page is now available from the Emersion Knowledge base. |
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| − | == Preparing your Data ==
| + | [https://resources.emersion.com/display/EKB/Address+Import+For+Organisations%2C+Account+and+Service+Contacts Take me there!] |
| − | To import contact addresses, you will need to create a CSV data file. You have multiple options:
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| − | * The '''Contact Import report''' used to review and validate a contact import was designed to help you build your address import file. If you do not have this report, please contact Emersion.
| + | =See Also = |
| − | * you can download the data file below. | + | * [[Account/AccountCreation|Creating Accounts in Cumulus]] |
| − | | + | * [[Account_Management/Customer_Screen/Contacts | Adding Account Contacts in Cumulus]] |
| − | [[File:contact_address_import.csv]] | |
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| − | Enter the data into the import sheet. Leave no rows blank. You must ensure the data meets all validation requirements 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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| − | == Access Controls ==
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| − | Users will need the '''Bulk Import - contacts''' to be enabled before they can access the tool.
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| − | = Report =
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| − | = Data Definition =
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