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Overview

If you need to build lots of plans, it is quite time consuming to build them all manually in Cumulus.  For those situations, Emersion is able to supply a Package Plan Plan Import template to help make the job more efficient.

Building less than 20 plans?  It is faster to build them manually in Cumulus.

Building more than 20 plans?  it is faster to build them in the Plan Import Template.


Training

It will be necessary to book a 30 minute training session on how to use the Package Plan Import Template if you have never used it before.




Populated Plan Templates

For some of our most common service types, Emersion provides the package plan import template fully completed with plan data, but no pricing.  Please see the Service Type Library and click on the service type that you are interested in to see if we have a plan import template you can use for those plans.




Submitting Plans for Importing Into Emersion

To have your plans imported into the system, please submit request to Sales. A quote will be provided to you for you to approve.  Once approved, Emersion will import your plan data.



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