E*Connect Customers

If you work with DNS, this import will bring in your E*Connect Customers. This import is also helpful in updating already existing E*Connect Customers that are in Agemni.

To import to E*Connect customers:

1. Enter in an Area name (again this will determine where these customers go/which are updated in Agemni.  It's also based on your Username/Password). Once the area is selected, you will see additional options and steps:
   1. Rep (this will be the same Rep name on all customers you bring into the system).
   2. Add/Update (i.e. only new customers, add/update all invoices, etc.)
   3. If you are an RSP, Geographic Territory, (with the territories that appear in the same menu in your E*Connect site).
   4. Begin Date (start scheduled date)
   5. End Date (end scheduled date)
   6. Status (i.e. open, cancelled, hold, all, etc.)
   7. Ignore Service Codes (if checked, it will ignore any service codes in the import.  It will also mean that no service codes will be brought in/updated on the Customer's Invoice page.  If checked, this will affect Commissions as well because there will be no service codes for your DNS Commissions to tie to when the customer has been completed).
   8. Ignore Appointment Times (if checked, this will not update the Appointment time in Agemni).  This is useful if you're updating customers already in the system and you've changed their appointment in Agemni but don't want it updated to what E*Connect has in their system.
   9. Task Type (i.e. both labor and equipment or labor/equipment only)
   10. Import only the following phones(if checked this tool will allow only the phone numbers that you specify to be imported in the date range that you select).
   11. Email Address (this will send an email notification to the email address entered when the import has finished).

            **NOTE: Under the E*Connect import we have now added a new checkbox feature.  It is titled, Import WO as 'rescheduled' if appt date changed. The function for this option is so the import will check if the E*Connect scheduled date is different than the current Agemni appointment date, if so, the importer will reschedule the appointment in Agemni to the date in the E*Connect file. If you have questions about this new checkbox, please email or call Agemni Support. Support@agemni.com or 801-377-4004 option 1.

 Here are some new features (including definitions of the other check boxes) under the E*Connect Customers import and the Edit Preferences link. Once you click on the E*Connect import put your cursor over the grey title, "Import E*Connect Customers" and the "Edit Preferences" link will appear. Once you click on that link there will be a list of checkboxes to select from, which we will explain below:

• Auto import E*Connect R00s: You can choose to have Agemni "scrape" and bring in the receivers at the bottom of the Work Order...this is helpful when swapping out because you don't have to type all the information.

  • You can choose all R00s or just R00s on "New Activation" invoice types (or not at all :))

• Import Work Order Service Items: You can have Agemni Scrape the "Service Activities" from the Work Order and place them on the DNSA Agreement (see DNSA agreement below)

• Import Tech # from Work Order: This scrapes the Tech ID number as it appears on the Work Order and places this number on the DNSA Agreement (see DNSA agreement below)

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• Import Work Order Notes: Imports any CSG notes on the imported work orders and stores them under the "notes" section of Agemni

• Internal Tech ID on DNSA: If you don't want to use the Tech ID on the work order, you can choose this option to use Agemni's Internal Tech ID and have that populate on the DNSA agreement (see DNSA agreement below)

• Hide Agreement time on DNSA: by default the Agreement time is set to the work order appointment time when imported (8-12:00 for example). If you'd rather write in the exact time, you can choose this option (see DNSA agreement below)

• Sync WO Status: This is syncing Agemni to E*Connect only. Whatever status changes you make in Agemni (I, N, A, D, C, X, R/s, Close, Re-assign) will update the E*connect status.

• Import WO as 'Rescheduled' if appt date changed: Agemni will look for changes in the appointment date on the WO. If it has been changed in E*Connect, Agemni will flag that WO as "rescheduled" when importing the job

• Import WO as 'Service Call' when it contains following codes: you can enter DNS codes that will mark the WO in Agemni as a Service Call. Codes recommended by DISH a few months ago included the following:

• +B,{W,}A,N9,OL,S>,M$
• Import WO Referrals that have any of the following list of Retailer Names (comma delimited): RSPs and those with RSP acces can import their Retail Referrals via E*Connect. To avoid pulling in other retailer's jobs, type in the Retailer Name for your company as it shows in E*Connect on the Retailer jobs. If you are able to use this feature, you will not need to use Agemni's "DISH Network Referrals" import
• Import only WO jobs that have any of the following Tech IDs. If empty all jobs will be imported (comma delimited): If you are an RSP for DISH Network or you have access via an RSP password into Agemni, you can restrict the number of Work Orders which are imported according to your tech codes. Enter the 4-digit codes for each of your techs in the adjacent field and make sure that all your techs in Agemni have the right tech codes entered as an "Internal ID" under their user profile. When you then import work orders, only those that have tech IDs that match exactly with IDs already saved in your techs' profiles.