Data Import/Contact Addresses

Overview

The contact address importer gives users the ability to import addresses against account and service contacts. While this is a standalone tool, this import was designed to be used after the contact address importer as second stage of a 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 contact addresses, you will need to create a CSV data file. You have multiple options:

• The Contact Import report used to review and validate a contact import was designed to help you build your address import file. If you do not have this report, please contact Emersion.
• you can download the data file below.

File:Contact address import.csv

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 - contacts to be enabled before they can access the tool.