Data Import/Account and Service Notes Import

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Importing Customer or Services Notes into Emersion

This feature provides an easy and fast way to import either customer or service notes into Emersion via a bulk upload tool.

The system utilises the Bulk upload processing notification event to send a notification with the results of the import attempt. You must set up this event and enable it before you use this import tool.

If the import is successful, the email notification will advise you when the import process is complete If the import is not successful the email This event will send you the

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

Enter the data into the import sheet. Leave no rows blank. Ensure the data meets all the validation criteria contained in 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 parses the data and finds no errors, the system will import the notes into the system. until the system parses and validates a file that is 100% correct, no data will be imported into Emersion. You will need to correct the file and try again.

The results of the import (regardless of a pass/fail) will be sent via email.

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.

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.

See Also

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