Data Import/End User Accounts
Contents
Overview
This import tool provides service providers with a method to import end user accounts into Emersion. Both individuals and organisations can be imported, including phone numbers, email address for the organisation and a primary contact with phone, mobile, fax, email and date of birth. This import only supports unstructured addresses for the organisation and contact. Using unstructured addresses is not recommended in Emersion but can be used if necessary. If you need to import standard or complex addresses, please refer to the contact importer and address importer than supports more complex data sets.
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.
Preparing your Data
To import contacts, you will need to create a CSV data file or you can download the data file below.
media:simple_account_import_template.csv
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.
Importing your Data
To access the note import tool:
- Log into Cumulus.
- Nav: Admin > Bulk Import > Simple Account Import
- Click the Browse button and select the csv file containing the data you want to import.
- 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.
- Press Submit
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.
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.
You have two options should this occur:
- Manually correct the data.
- 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.
Access Controls
Users will need the Bulk Import - Accounts (Simple Import) power to be enabled before they can access the tool.
Contact Data Definition
This section contains a list of the required fields and a definition of what the system considers as valid data. A comprehensive data definition for accounts is located on this page. The definition table below will not repeat this information and includes supplemental information specific to the account importer.
