Difference between revisions of "Data Import"
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* [[Data_Import/Contacts|Contacts]] Import contacts against end user accounts. Once contacts have been created using the Contacts importer, addresses for those customers can be imported (see the Contact Addresses importer). | * [[Data_Import/Contacts|Contacts]] Import contacts against end user accounts. Once contacts have been created using the Contacts importer, addresses for those customers can be imported (see the Contact Addresses importer). | ||
* [https://resources.emersion.com/display/EKB/Address+Import+for+Account+and+Service+contacts Address Import for Account Contacts and Service Contacts] Once you have imported contacts using the Contacts importer, you can import their addresses. | * [https://resources.emersion.com/display/EKB/Address+Import+for+Account+and+Service+contacts Address Import for Account Contacts and Service Contacts] Once you have imported contacts using the Contacts importer, you can import their addresses. | ||
| − | * [ | + | * [https://resources.emersion.com/display/EKB/Notes+Import+for+Accounts+and+Services Notes - Account or Service Notes] Import notes against a customer account or a service subscription. |
* [[/Contract Management | Contracts ]] Import or modify contracts against a package subscription. | * [[/Contract Management | Contracts ]] Import or modify contracts against a package subscription. | ||
* [[/Included Value Import | Service Plan Included Values]] Import included value information against existing service plans. | * [[/Included Value Import | Service Plan Included Values]] Import included value information against existing service plans. | ||
Revision as of 15:10, 18 August 2017
Contents
Importing and Updating Data In Bulk
This page provides guidance to those who want to:
- import data into Emersion.
- update records in bulk.
Some of the bulk import or bulk update tools detailed on this page are included in the base subscription to the Emersion platform. Others require a seperate suibscription. Refer to your Emersion Services Agreement to see what you are subscribed to. If you would like to subscribe to any of the bulk tools, please contact our Sales team for at sales@emersion.com.au or raise a Sales ticket in the Emersion Support Portal.
There are two methods of importing various data into Emersion.
- Via Cumulus.
- Via an import template and submitting a Work Order to Emersion to import the data for you. Any work done by Emersion via this method is billable.
Data Import Tools
The following data can be imported via Cumulus. Please see the respective help articles below.
- Simple Account Import
- Cardlines Import cardlines that will go onto a customer's invoice.
- Import carrier site availability data used with an address-based SQ
- Contacts Import contacts against end user accounts. Once contacts have been created using the Contacts importer, addresses for those customers can be imported (see the Contact Addresses importer).
- Address Import for Account Contacts and Service Contacts Once you have imported contacts using the Contacts importer, you can import their addresses.
- Notes - Account or Service Notes Import notes against a customer account or a service subscription.
- Contracts Import or modify contracts against a package subscription.
- Service Plan Included Values Import included value information against existing service plans.
- Ledger codes Map ledger codes from your own accounting system. I.e.: MYOB, Quickbooks, etc. Note:If you have subscribed to Xero and Emersion integration do not use this feature. If you are using the integration between Emersion and Xero, use the Xero ledger code mappings bulk import tool instead.
- For mapping ledger codes when using COGS (Cost Of Goods)
- Payments Import payments.
- Product Inventory Upload product instances to the product inventory.
- Properties
- Bulk Import Purchases This upload feature provides users the ability to create purchases against accounts in bulk, with or without stock or services.
- Xero Ledger Code Mappings Import ledger code mappings used to integrate with Xero.
Bulk Update Tools
The following tools will help you update existing records in bulk.
- Generate BPAY Reference Numbers - Bulk generate BPAY reference numbers for your customers - 5000 line limit
- Approve Invoices in bulk - Bulk approve up to 20,000 invoices at a time.
- Update Account Invoice Approval Status - Bulk change the status of account invoice approval setting (Auto Approve or No Auto Approve).
- Bulk Service Type Migrate - For initializing bulk migration of services. Requires current subscription to the Service Type Migrate module.
- Update Account Statuses - Bulk update accounts with a new status and status reason.
- Cleanse or write off quarantine records in bulk - Bulk cleanse usage records in quarantine.
- Grant and activate a new bolt-on add-on as part of a referral programme Both the new customer and the referring customer are granted the reward.
- Inventory Owner Shift Import This upload facility allows you to import and process inventory ownership transfers in bulk.
- Bulk Import Period Approvals This bulk update tool gives users the ability to update period approvals in bulk.
- Bulk Internal Churn For initializing bulk internal churns from end user account to end user account. Requires appropriate account feature.
- Product Supply Rules For uploading minimum stock levels and setting the allow back order Flag.
- Cardline Management Provides an easy and fast way to update, delete, allocate and de-allocate cardlines.
- Package Migration Perform package migrations on multiple accounts.
- Service Identifier Vanity Names Update service identifiers with vanity names.
Importing data using import templates
The links below are for data that can be imported into Emersion but is not currently available in Cumulus. In these cases, service providers can prepare the data and send it to Emersion via a Work Order ticket for Emersion to import on your behalf.
- Opening balances
- Service Qualification Addresses Import addresses that are used with the address-based service qualification (SQ).
