Data Import/Account and Service Notes Import
From Emersion
Revision as of 16:26, 15 May 2015 by Scarpenter (talk)
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.
File:Customer or service note import template.zip
Complete the rows ensuring that the data entered meets the
