Overview
For service providers with customer numbers in the tens of thousands and higher, performing account status changes via Cumulus may not be practical. This feature provides an easy and fast way to update statuses of accounts.
Licensing
This feature is available to subscribers of the following:
- Emersion Core
- Optional Modules
- Upon Request (please contact your Account Manager)
Import Result Notification
This feature utilises the Bulk upload processing notification event (event type 963) to send a notification to the user containing the results of the import attempt.
- 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.
An event template must be created and the event must be enabled before the import tool can be used.
Preparing The Data for Import
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.
A hard limit of 2,000 rows is supported via this tool, including the header row.
If you need to import more than this, create multiple import files and process them one-by-one.
Importing The Data
To access the import tool:
Admin > Bulk Import > Account Status Change
- 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.
Validating the Import
Bulk Import Validation
The system will parse the data for invalid formatting only. It cannot check for data accuracy. It is strongly recommended that you check the imported data to ensure that the import was accurately imported. To do this, divide your import records into groups of 20. Check a single record in each group. If an error is found, check each previous record for the group until you find the one that was imported incorrectly.
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.
Any request to correct imported data must be submitted via a ticket. Emersion will provide an estimate of the work and a quote. The quote must be approved and paid in advance before any restorative work commences.
Data Definition
This section contains a list of the required fields and a definition of what the system considers as valid inputs.
| Data field | Description | Mandatory? |
|---|---|---|
| ACCOUNT_ID | The ID of the account to be updated | Yes |
| ACCOUNT_STATUS | The NAME of the status. Refer to this list of account statuses | Yes |
| ACCOUNT_STATUS_REASON | The NAME or ID of the status reason | No |
| ACCOUNT_END_DATE | The Account End Date in YYYY-MM-DD format. This date must not be prior to the account start date. This field must be empty if the ACCOUNT_STATUS is set to 1 (active) or 6 (preactive). If this field is empty and the ACCOUNT_STATUS is set to 1 (active) or 6 (preactive), the account end date will be removed from the account. For accounts with an ACCOUNT_END_DATE set, the account invoice periods, package & service subscription periods will not be created | No |
Viewing 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 status of the customer's account can be seen on the Customer > Dashboard.
Access Control
There are no controls for this import tool. If it has been enabled for your service provider account, it will be accessible for all Cumulus users.
| Power | Description |
|---|---|
| Bulk Account Status Change | Provides the ability to use the Account Status import tool to update the status of multiple accounts. |