Data Import/Account and Service Notes Import
From Emersion
Revision as of 15:59, 15 May 2015 by Scarpenter (talk) (Created page with "= Importing Customer or Services Notes into Emersion = This feature allows users to import customer or service notes into Emersion via a bulk upload tool. == Preparing your...")
Importing Customer or Services Notes into Emersion
This feature allows users to import customer or service notes into Emersion via a bulk upload tool.
Preparing your data
To prepare your data for import, you will need to download the import template below. Extract the csv file and save it.
