Data Import/Account and Service Notes Import

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 validation requirements below. When you submit the data file for import, the system will parse the file looking for errors. If the system detects invalid data the

Data Definition

This section contains a list of the required fields and a definition of what the system considers as valid data.

MSG SUBJECT OBJECT_TYPE OBJECT_ID