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

Account and Service Notes 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

Account and Service Data Definition table

Data field	Description
MSG	The content of the note. The message can be up to 4000 characters.
SUBJECT	A subject line for the note. This has a hard limit of 255 characters, but we recommend no more than 80 to ensure it can be seen inside the field.
OBJECT_TYPE	The type of object being imported. Enter ‘Account’ or ‘Service’
OBJECT_ID	The ID of the object you are attempting to import. The service id or account id.