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            Registering Serials via Upload

            Register Serials to Existing Contacts

            You can register product serials by uploading the product serials and the respective phone numbers.This comes in handy for an organization that deals with product distribution and already has an existing database of product serials which have been sold to customers.
            These contacts however must be already on the Echo Platform

            To register products to existing contacts via an upload, do the following:

            1. From the Left hand menu, navigate to More
            2. Click on “Products”
            3. This will open up the Products List window.
            4. Click on the desired product
            5. Under the selected product, click on "Serials". This will open up the Serials List window 
            6. Click on the Add icon add serials icon.png to load the Serial Add options
            7. Click on “ Upload Serial Batch”.
            8. Create an excel spreadsheet and add in a column with ID as the header.
            9. On this spreadsheet, add in a new column with the column Id as "em_Register". This column will be used to capture the contact's phone number that registered the product.
            10. You can also add in the product serial registration dates if you do have this information by populating registration dates in the registration_date column.
            11. Based on the data you have on the serial numbers that are registered, you will capture the contact's phone number corresponding to the serial number(ID).
            12. To indicate if the serial is registered the column will be populated with a contact phone number and if the serial is not registered the column is left blank​.
            13. Once you have populated the upload batch spreadsheet with the product serials and their corresponding contact phone number, save it and upload it.​
            14. Once the upload is complete, the product serial  and the corresponding contacts will be updated accordingly

                Register Serials to Non-Existing Contacts

                You can register product serials even when you are missing the respective contact information .This comes in handy for an organization that deals with product distribution and already has an existing database of product serials which have been sold to customers but may not have a complete record of which product serials were registered and owned by a particular contact

                To register products via an upload, do the following:

                1. From the Left hand menu, navigate to More
                2. Click on “Products”
                3. This will open up the Products List window.
                4. Click on the desired product
                5. Under the selected product, click on "Serials". This will open up the Serials List window 
                6. Click on the Add icon add serials icon.png to load the Serial Add options
                7. Click on “ Upload Serial Batch”.
                8. Create an excel spreadsheet and add in a column with ID as the header.
                9. On this spreadsheet, add in a new column with the column Id as "em_Register". In this column add the word "register" . This will register the product and mark it as registered but will not be tied to any contact.
                10. You can also add in the product serial registration dates if you do have this information by populating registration dates in the registration_date column.
                11. Based on the data you have on the serial numbers that are registered, you will capture the contact's phone number corresponding to the serial number(ID).
                12. To indicate if the serial is registered the column will be populated with a contact phone number and if the serial is not registered the column is left blank​.
                13. Once you have populated the upload batch spreadsheet with the product serials and their corresponding contact phone number, save it and upload it.​
                14. Once the upload is complete, the product serial  and the corresponding contacts will be updated accordingly

                Updated: 17 Mar 2019 03:53 PM
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