This tool is used for importing data from other sources into FastGem. There are multiple uses and layouts available when using this tool. 

Mass Text Messaging, Mass Rep Adjustments, Mass Update Work Order Status options are also available within this tool.

 

ACCESSING MASS UPLOAD/UPDATE/TEXT TOOL:

 

ACCESS: Resources(Tools)>Mass Upload/Update Tool

 

       

 

 

 'General' Tab

 

Includes Mass Rep Adjustments, Mass Update Work Order Statuses, and Mass Text Messages.

               

 

Mass Add Rep Adjustments: (*This tool allows you to add rep adjustments to your payroll in mass amounts. You can even assign several rep adjustments to multiple employees at one time.)

  

Mass Update Work Order Status:(*This feature allows you to take ALL of the work orders in FastGem in a certain status (i.e.: Scheduled, Pending, etc.) and put them ALL into a new status (Installed, Rescheduled, Payment Cleared,etc.)

 

MASS TEXTING TOOL: (Allows you to send text messages to entire database of customers, or you can filter out the customers texted by status.)

 

Upload Account Info: (Used when exporting customer database from a third party spreadsheet and importing to FastGem.)

*Values of Statuses, State, Credit Risk, Product Names, must match the values in FastGem. Please reach out to FastGem support if you do not understand how this tool works. You can process up to 20,000 rows of data at one time.

*Be sure and give a valid e-mail address for notifications, as FastGem will e-mail you once the upload is complete with details of what all was successfully imported, and what wasn't entered into the spreadsheet correctly. 

 

Inventory Management Upload Tab

Upload Equipment Catalog (Allows you to mass upload your equipment catalog via third party spreadsheet or via manual entry into this layout as opposed to entering each item individually)

*uploads into Inventory Management>Equipment Catalog

Upload Inventory: (Allows you to mass update your Inventory via third party spreadsheet or manual entry in mass amounts, rather than having to do so individually.)

*You can choose to mass assign to whichever technicians as well, or leave the "tech" cell and dropdown option blank to upload without assigning.

*You can choose a standard layout, or we can implement the format you use as well. 

*uploads into Inventory Management>Inventory

Reconciliation Data (Allows you to mass upload an entire Recon Report from a third party spreadsheet or format into FastGem. FastGem will automatically link uploaded records to your existing cleared customer records in FastGem and update them accordingly as well as your current reconciliation reports.)

( Click here to see Help Topic: RECONCILIATION REPORTS )

*Choose your input format from the given dropdown options, or reach out to FastGem to have a format you use implemented. 

*Be sure and give a valid e-mail address for notifications, as FastGem will e-mail you once the upload is complete with details of what all was successfully imported, and what wasn't entered into the spreadsheet correctly. 

Uploads to: Payroll>Payroll Management>Reconciliation Reports.