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| | {{DISPLAYTITLE: Address Import for Account Contacts and Service Contacts}} | | {{DISPLAYTITLE: Address Import for Account Contacts and Service Contacts}} |
| − | = Overview =
| + | This content has moved house! |
| − | The address importer gives users the ability to import addresses against account contacts and service contacts respectively. While this is a standalone tool, this import was designed to be used after the [[Data_Import/Contacts |contact 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. | + | The content on this page is now available from the Emersion Knowledge base. |
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| − | If the bulk import is successful, the email notification will advise you when the process is complete. <br />
| + | [https://resources.emersion.com/display/EKB/Address+Import+For+Organisations%2C+Account+and+Service+Contacts Take me there!] |
| − | 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 ==
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| − | To import contact addresses, you will need to create a CSV data file. You have multiple options to make a more efficient task:
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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. This report can be found under '''Reports > List > Accounts'''. If you do not have this report, please contact Emersion.
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| − | * you can download the data file below.
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| − | | |
| − | [[media: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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| − | | |
| − | == Importing your Data ==
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| − | To access the contact address import tool:
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| − | | |
| − | # Log into Cumulus.
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| − | # '''Nav: Admin > Bulk Import > Address Import'''
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| − | # Click the Browse button and select the csv file containing the data you want to import.
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| − | # 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, you will need to change the recipient defined in the event template.
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| − | # Press '''Submit'''
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| − | The system will validate the data and if no errors are found, the system will import the data. When the notification email is received, the process has been completed.
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| − | The system can parse for invalid data but it cannot check for data accuracy. Therefore it is strongly recommended that you check a few random records to ensure that the import was a success. If you find an problem, you cannot roll back the import.
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| − | | |
| − | You have two options should this occur:
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| − | * Manually correct the data.
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| − | * Request Emersion fix the errors for you. This can be submitted via work order ticket. Please include a note import file with the records that need to be corrected. Do not include details of any records that do not need correcting.
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| − | | |
| − | == Access Controls ==
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| − | Users will need the '''Bulk import - contact addresses''' power to be enabled before they can access the tool.
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| − | | |
| − | = Data Definition =
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| − | This section contains a list of the required fields and a definition of what the system considers as valid data. A comprehensive [[Account/AccountCreation|data definition for accounts is located here]]. The definition table below will not repeat this information and includes supplemental information specific to the contact importer.
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| − | | |
| − | {| class="wikitable"
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| − | |+Contact Address Data Definition table
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| − | |Data field ||Description
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| − | |-
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| − | |MODEL_TYPE || Free text field. Defines which object the address will link to. The valid entries are listed below and are case sensitive:
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| − | * Contact
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| − | * Service
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| − | * Organisation
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| − | '''MANDATORY'''
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| − | |-
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| − | |MODEL_ID ||Integer. The account ID or Service ID. '''MANDATORY'''
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| − | |-
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| − | |ADDRESS_NOW_PRIMARY || Boolean field. Defines if the address will replace the existing address for whether they wish to be phoned or not for marketing purposes.
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| − | * 1 = True
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| − | * 0 = False
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| − | '''OPTIONAL'''
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| − | |-
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| − | | ADDRESS_ADDRESS_TYPE || Enter one of the upper-case 3-letter codes to nominate your address type. Free text field. Valid entries are available from a report in Cumulus. You can find this report under Reports > List > Reference. The report name is ''Physical Address Reference Data'' This field is case sensitive '''MANDATORY'''
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| − | |-
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| − | | ADDRESS_DISPLAY_TYPE || Free text field. This field affects what other address fields are displayed in the user interface, and also what fields must be completed in the import sheet. This field is case sensitive. Choose from the following options:
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| − | * postal
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| − | * standard
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| − | * complex
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| − | '''MANDATORY'''
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| − | |-
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| − | | ADDRESS_POSTAL_DELIVERY_TYPE || This is mandatory for postal addresses. Enter the abbreviation to match the postal address. Valid entries are available from a report in Cumulus. You can find this report under Reports > List > Reference. The report name is ''Physical Address Reference Data'' This field is case sensitive '''OPTIONAL'''
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| − | |-
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| − | |ADDRESS_POSTAL_DELIVERY_NUMBER || Integer. This is mandatory for postal addresses. The number corresponding to the address_postal_delivery_type (Locked Bag 6, or GPO Box 123).
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| − | |-
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| − | |ADDRESS_COMPLEX_UNIT_TYPE || Free text field. Enter a valid industry code. Valid entries are available from a report in Cumulus. You can find this report under Reports > List > Reference. The report name is ''Physical Address Reference Data'' This field is case sensitive '''OPTIONAL'''
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| − | |-
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| − | |ADDRESS_COMPLEX_UNIT_NUMBER || Integer. This is required for complex addresses where the address_complex_unit_type field is populated.
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| − | |-
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| − | |ADDRESS_COMPLEX_LEVEL_TYPE || Free text field. Enter a valid code. Valid entries are available from a report in Cumulus. You can find this report under Reports > List > Reference. The report name is ''Physical Address Reference Data'' This field is case sensitive '''OPTIONAL'''
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| − | |-
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| − | |ADDRESS_COMPLEX_LEVEL_NUMBER || Integer. This is required for complex addresses where the address_complex_level_type field is populated.
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| − | |-
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| − | |ADDRESS_STREET_LOT_NUMBER || Integer. '''OPTIONAL'''
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| − | |-
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| − | |ADDRESS_STREET_NUMBER_START || Integer. '''MANDATORY'''
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| − | |-
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| − | |ADDRESS_STREET_NUMBER_END || Integer. '''OPTIONAL'''
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| − | |-
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| − | |ADDRESS_STREET_NAME || Free text field. '''MANDATORY'''
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| − | |-
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| − | |ADDRESS_STREET_TYPE || Free text field. Enter a valid name. Valid entries are available from a report in Cumulus. You can find this report under Reports > List > Reference. The report name is ''Physical Address Reference Data'' This field is case sensitive. '''MANDATORY'''
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| − | |-
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| − | |ADDRESS_STREET_SUFFIX || Free text field. Enter a valid name. Valid entries are available from a report in Cumulus. You can find this report under Reports > List > Reference. The report name is ''Physical Address Reference Data'' This field is case sensitive. '''OPTIONAL'''
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| − | |-
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| − | |ADDRESS_SUBURB || Free text field. '''MANDATORY'''
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| − | |-
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| − | |ADDRESS_STATE || Free text field. Enter a valid 3-letter code from the list below. This field is case sensitive. '''MANDATORY'''
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| − | * VIC (Victoria)
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| − | * NSW (New South Wales)
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| − | * QLD (Queensland)
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| − | * WA (Western Australia)
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| − | * SA (South Australia)
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| − | * TAS (Tasmania)
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| − | * ACT (Australian Capital Territory)
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| − | * NT (Northern Territory)
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| − | * AAT (Australian Antarctic Territory)
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| − | * OTH (Other)
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| − | |-
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| − | |ADDRESS_POSTCODE || 4-digit integer. '''MANDATORY'''
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| − | |-
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| − | |ADDRESS_SITE_NAME || Free text field. '''OPTIONAL'''
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| − | |-
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| − | |ADDRESS_BUILDING || Free text field. '''OPTIONAL'''
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| − | |-
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| − | |ADDRESS_COUNTRY || Free text field. Enter a valid FIPS_CODE. Valid entries are available from a report in Cumulus. You can find this report under Reports > List > Reference. The report name is ''Physical Address Reference Data''. This field is case sensitive. '''MANDATORY'''
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| − | |-
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| − | |EXISTING_ADDRESS_ID || Integer. By default, the importer will create a new physical address entry. To update an existing physical address entry, enter the address ID. '''OPTIONAL'''
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| − | |}
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| | =See Also = | | =See Also = |
| | * [[Account/AccountCreation|Creating Accounts in Cumulus]] | | * [[Account/AccountCreation|Creating Accounts in Cumulus]] |
| | * [[Account_Management/Customer_Screen/Contacts | Adding Account Contacts in Cumulus]] | | * [[Account_Management/Customer_Screen/Contacts | Adding Account Contacts in Cumulus]] |
