Data Import/Contacts
Overview
The contact import gives users the ability for a user to import contacts against either an account or a service. While this is a standalone tool, this import was designed to be used together with the contact address importer to import a complete contact + address data set.
The system utilises the Bulk upload processing notification event to send a notification with the results of the bulk approval attempt. You must set up this event and enable it before you use this tool. If the bulk import is successful, the email notification will advise you when the process is complete. If the bulk approval is not successful, the email notification will send details of the records that failed to be approved and why.
Preparing your Data
To import contacts, you will need to create a CSV data file or you can download the data file below.
Enter the data into the import sheet. Leave no rows blank. You must ensure the data meets all validation requirements 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.
Access Controls
Users will need the Bulk import - contact addresses to be enabled before they can access the tool.
Report
The Contact Import report can be used to review what has been imported. In addition, this report was designed in a way that it can be used to populate a data file if you plan to follow up the contact import with a contact address import. This report is located under the Reports > List > Account.
