Data Import/Contract Management
Contents
Creating and Modifying Contract data in Emersion
This feature provides an easy and fast way to import contracts against a package subscription and additionally allows modification of the end date and contract type.
The system utilises the Bulk upload processing notification event to send a notification with the results of the import attempt. See below for further information.
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 notification will send details of the records that failed validation and why.
Preparing your Data
To prepare your data for import, you will need to create a CSV import file or you can download the import file below. You will need to extract the csv file and save it.
There is a hard limit of 10,000 notes that can be created using this import tool. If you need to import more than 10,000 notes at a time, please create multiple import files. A single import file can have up to 9999 rows of data plus the header row.
File:Contract management import.csv
Enter the data into the import sheet. Leave no rows blank. You must ensure the data meets all validation requirements. These are 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 finds no errors, the system will import the notes into the system. The file needs to be error-free in order to import the data. In the event errors are found, no data will be imported into Emersion. Review the bulk upload processing notification email, correct the file and try again.
Importing your Data
To access the note import tool:
- Log into Cumulus.
- Nav: Admin > Bulk Import > Contract Management.
- Click the Browse button and select the csv file containing the data you want to import.
- If you want the bulk upload processing notification email to be sent to a different email address than the address defined in the event template, tick the Override? checkbox and enter an alternative email address. This will only apply for this upload. To change the email address for all future imports, you will need to change the recipient defined in the event template.
- Press Submit
The system will validate the data and if no errors are found, the system will import the data. When the notification email is received, the process has been completed.
The system can parse for invalid data but it cannot check for data accuracy. Therefore it is strongly recommended that you check a few random records to ensure that the import was a success. If you find an problem, you cannot roll back the import.
You have two options should this occur:
- Manually correct the data.
- Request Emersion fix the errors for you. This can be submitted via work order ticket. Please include a note import file with the records that need to be corrected. Do not include details of any records that do not need correcting.
Contract Management Data Definition
This section contains a list of the required fields and a definition of what the system considers as valid data.
| Data field | Description |
| PACKAGE_SUBSCIPTION_ID | The id of the package subscription that you want to import a contract, or modify a contract against. MANDATORY |
| CONTRACT_TYPE_ID | The id of the contract type that will go against the package subscription MANDATORY |
| START_DATE | The start date of the contract. MANDATORY |
| END_DATE | The end date of the contract. MANDATORY |
Viewing the Imported Data
After importing data it is important to validate it was imported correctly. Choosing a random records and performing a visual check in Cumulus should reveal any mistakes relatively quickly that would be harder to see in an import sheet.
The information regarding a contract for a package subscription can be found under the Package Subscription > Contract Configuration tab. You can find the Package Subscription tab under a customer, or by searching for the package subscription directly from the Services > List All search screen.
The Bulk upload processing notification event
Most of the bulk upload tools utilise the Bulk upload processing notification event to send a notification containing the results of the import attempt. An event template must be created and the event must be enabled before the import tool can be used.
