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| − | = Importing and Updating Data In Bulk = | + | =This Content Has Moved House= |
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| − | This page provides guidance to those who want to: | + | This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base. |
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| − | * import data into Emersion.
| + | We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home. |
| − | * update records in bulk.
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| − | 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 [mailto:sales@emersion.com.au sales@emersion.com.au] or raise a Sales ticket in the Emersion Support Portal.
| + | [https://resources.emersion.com/display/EKB/Bulk+Import+and+Processing+Tools Take me to the Emersion Knowledge Base article] |
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| − | There are two methods of importing various data into Emersion.
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| − | * Via Cumulus.
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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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| − | == Data Import Tools ==
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| − | The following data can be imported via Cumulus. Please see the respective help articles below.
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| − | * [https://resources.emersion.com/display/EKB/Simple+Account+Import Simple Account Import]
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| − | * [https://resources.emersion.com/display/EKB/Cardlines Cardlines Import] cardlines that will go onto a customer's invoice.
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| − | * [https://resources.emersion.com/display/EKB/Carrier+Site+Location+Availability Import carrier site availability data used with an address-based SQ]
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| − | * [https://resources.emersion.com/display/EKB/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).
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| − | * [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.
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| − | * [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.
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| − | * [https://resources.emersion.com/display/EKB/Contracts Contracts] Import or modify contracts against a package subscription.
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| − | * [https://resources.emersion.com/display/EKB/Included+Value+Allowances+for+Service+Plans Service Plan Included Values] Import included value information against existing service plans.
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| − | * [https://resources.emersion.com/display/EKB/Ledger+Code+Mapping+COGS For mapping ledger codes when using COGS (Cost Of Goods)]
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| − | * [https://resources.emersion.com/display/EKB/Payments Import payments]
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| − | * [https://resources.emersion.com/display/EKB/Product+Inventory Product Inventory] Upload product instances to the product inventory.
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| − | * [[/Properties | Properties]]
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| − | * [https://resources.emersion.com/display/EKB/Product+Purchases Purchases] This upload feature provides users the ability to create purchases against accounts in bulk, with or without stock or services.
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| − | * [https://resources.emersion.com/display/EKB/Ledger+Code+Mapping+with+Xero+Integration Xero Ledger Code Mappings] Import ledger code mappings used to integrate with Xero.
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| − | == Bulk Update Tools ==
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| − | The following tools will help you update existing records in bulk.
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| − | * [https://resources.emersion.com/display/EKB/BPAY+Reference+Numbers BPAY Reference Numbers] - Bulk generate BPAY reference numbers for your customers.
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| − | * [https://resources.emersion.com/display/EKB/Invoice+Approval Invoice Approval] - Bulk approve up to 20,000 invoices at a time.
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| − | * [https://resources.emersion.com/display/EKB/Invoice+Approval+Settings Invoice Approval Status] - Bulk change the status of account invoice approval setting (Auto Approve or No Auto Approve).
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| − | * [https://resources.emersion.com/display/EKB/Service+Type+Migrations Bulk Service Type Migrate]] - For initializing bulk migration of services. Requires current subscription to the [[Main_Page/Provisioning/Service_Type_Migrate | Service Type Migrate]] module.
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| − | * [https://resources.emersion.com/display/EKB/Account+Status Account Status] - Bulk update accounts with a new status and status reason.
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| − | * [https://resources.emersion.com/display/EKB/Cleanse+and+Write+Off+Quarantine Cleanse or write off quarantine records in bulk] - Bulk cleanse usage records in [[quarantine]].
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| − | * [https://resources.emersion.com/display/EKB/Referral+Programme 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.
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| − | * [https://resources.emersion.com/display/EKB/Product+Stock+-+Ownership+Transfer Inventory Owner Shift Import] - This upload facility allows you to import and process inventory ownership transfers in bulk.
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| − | * [https://resources.emersion.com/display/EKB/Period+Approval Bulk Import Period Approvals] - This bulk update tool gives users the ability to update period approvals in bulk.
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| − | * [https://resources.emersion.com/display/EKB/Internal+Churns Internal Churns] - For initializing bulk ''internal'' churns from end user account to end user account.
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| − | * [https://resources.emersion.com/display/EKB/Product+Supply+Rules Product Supply Rules] - For uploading minimum stock levels and setting the '''allow back order''' Flag.
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| − | * [https://resources.emersion.com/display/EKB/Managing+Cardlines Cardline Management]] - Provides an easy and fast way to update, delete, allocate and de-allocate cardlines.
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| − | * [https://resources.emersion.com/display/EKB/Package+Migrations Package Migration] - Perform package migrations on multiple accounts.
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| − | * [https://resources.emersion.com/display/EKB/Service+Identifier+Vanity+Names Service Identifier Vanity Names] - Update service identifiers with vanity names.
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| − | == Importing data using import templates ==
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| − | 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.
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| − | * [https://resources.emersion.com/display/EKB/Opening+Balances Opening balances]
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| − | * [https://resources.emersion.com/display/EKB/SQ+Addresses+and+Service+Availability Service Qualification Addresses] - Import addresses that are used with the address-based service qualification (SQ).
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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.
