Data Import/Account and Service Notes Import
Contents
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 criteria of 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 detects invalid data the user will receive an error message. No data will be imported until the system validates a file that contains only valid data.
If the system parses the data and finds no errors, the system will import the notes into the system.
Importing your Data
The system will validate that the fields are within the allowable sizes, and that for the objects that have been defined that the person using the importer has access to them.
All facets of this process will result in a notification to the importer, whether the job was successful or failed
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
| 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. |
