This page was last modified in December by ChadMack
Hughesnet Customer Import
Table of contents
No headersFor Hughesnet customer importing, Agemni has a new Automated process to getting your Hughesnet retail and Fulfillment customer into Agemni. This can be done through Admin- Import/Export. With this Importer it will bring in Hughesnet customers and update invoice that have been updated on Hughesnets end. Here are the specics of what Agemni now can read and import into the Customers Account.
- If 'Sales Channel' column reads 'Dealer - Direct Order' then the customer is a dealer order and is ignored (not imported) This will save that customer in the system and not overwrite any other the info saved for your retail jobs.
- Searches Customer based on the customer Phone#
- Searches Invoice by Order# same as in the file, Invoice Type same as in the file, Provider = 'HughesNet'
- If no invoices are found in previous step, it Searches Invoice by Order# is blank, Invoice Type same as in the file, Provider = 'HughesNet'
- For Existing Invoices: If "Update Invoices" is checked, Invoices will be updated.
- Order# will be updated if blank in Agemni
- New Invoices will always be imported
- An Appointment will be created if the invoice does not have one appointment already and 'Confirm Schd' column is not blank
- Appointment will never be updated
- This import parses Invoice Type from 'Order Type' column: Install - AC, Repair - TC, Upgrade - UP
- Sale Date parsed from 'Rec'd@hns' column
- Promotion is parsed from 'Transport Name' column: Home, ProPlus, ElitePlus, ElitePremium, Elite, Pro
- Kit always set to 478 on new invoices
- Appt installation date is parsed from 'Confirm Schd' column
- Note is created by concat SO#, Sales Channel, Dish Type Ordered and Product BOM columns
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