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.

The action logs report actions taken from this tool (as well as the user who used the tool).

 

(For information on mass uploading USERS, please see the help article "Onboarding Users/Reps/Techs from Front End.")

 

ACCESSING MASS UPLOAD/UPDATE/TEXT TOOL:

 

Resources(Tools)>Mass Upload/Update Tool (Depending on your instance's customization, this may be in a slightly different place or have a slightly different name).

 

        

 

 

 '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 (by using the green 'Add Item' button) to multiple employees at one time. 

  

(For information on mass updating commissions instead of mass adding adjustments, please see the Help article "Mass Update Rep Commissions")

 

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

 

Note: For information on mass updating Work Order Status based on a list of identifiers, please see help article 'Mass Update Installation/Work Order Status Based on Identifying Numbers List.' 

 

MASS TEXTING TOOL: This feature allows you to send text messages to your entire database of customers, or you can filter out the customers to be texted by status.

 

(For more information on customer texting options within FastGem, please see the Help category "External Communication (User to Customer(s))")

 

'Upload Account Info' Tab: 

(Used when importing a customer database from a third party spreadsheet into FastGem)

 

With this tool, you can process up to 20,000 rows of data at one time.

*The format of the data being uploaded can be customized using the format dropdown menu (set to "Default" in the image below). If you do not see the format you need in your dropdown menu, please contact FastGem Support. 

*Values of Statuses, State, Credit Risk, Product Names, etc. must match the values configured in FastGem in order to upload/update correctly.

*Uploaded accounts will automatically be put into a 'passing' status and be uploaded as customers rather than leads, unless status is otherwise specified. Please reach out to FastGem support if you do not understand how this tool works. 

*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 was successfully imported, and what wasn't entered into the spreadsheet correctly. 

Note: it is also possible to use this 'Upload Account Info' tool to update existing account info. Just upload the list of customers you wish to update here, with the relevant information (status, etc.) changed. FastGem will not change identifiers or create duplicate records. Instead, the software will search for customer/lead records with those same identifiers and use the new information uploaded here to update existing records. To use this tool to upload/create new appointments for existing customers, or to simply update existing customers, make sure you enter the customer email address or phone number (these are used as identifiers in the absence of other information such as work order account numbers), so that the software knows which customer to assign the new appointment/new customer information to. 

FastGem uses person phone numbers and/or email addresses as identifiers when creating and updating person records that are not tied to appointments (work orders). FastGem uses the appointment account number as the identifier when creating/updating submissions that are tied to appointments.

Note: If updating or uploading/creating an appointment to reflect a new package, you must use the package label as configured in FastGem, which you can find by going to the Packages list view. Please ensure package labels are unique if you wish to use the mass upload/update tool to change/assign them. 

 

 'Inventory Management' Tab:

 

This tab allows you to mass upload inventory and equipment into FastGem.

 

 

Upload Inventory:

This tool allows you to mass upload your inventory via third party spreadsheet or manual entry into this layout, rather than entering each item into FastGem individually.

You can choose to mass assign uploaded inventory to specific technicians or areas as well, or leave the "Techician" and/or "Area"  dropdown options blank to upload without assigning.

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

*Data uploaded here uploads into Inventory Management>Inventory

Note: it is also possible to use this 'Upload Inventory' tool to update existing inventory. Just upload the list of inventory you wish to update here, with the relevant information (status, technician, etc.) changed. FastGem will not change identifiers (serial numbers, etc) or create duplicate inventory items with the same identifiers. Instead, the software will search for inventory with those same identifiers and use the new information uploaded here to update existing records. You can also change the technician assigned to inventory with this tool, by uploading existing inventory and selecting the appropriate technician from the 'Consign Tech to All Uploaded Inventory' dropdown. 

Note: If updating the technician or status of existing inventory using ANY type of numerical identifier (serial number, card number, etc.) you may want to use the 'Updater' feature. To do this, simply select 'Updater' from the format dropdown, then enter the numerical identifier of your choice in the 'Global Identifier' column. Enter the status you wish to update the inventory to, enter a technician if desired, and process. Please note: If you have clashing IDs in the system, don’t do this. If it’s possible that a serial number for one inventory item COULD be the same as say, the access card number on a different item in the system, don’t use this functionality. Instead, use one of the other available formats and enter serial numbers/card numbers/other numbers in their own specific columns. 

*Values of Statuses, Area, etc. must match the values configured in FastGem in order to upload/update correctly.

 

Upload Equipment Catalog:

This tool 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 into FastGem individually

 *uploads into FastGem Inventory Management>Equipment Catalog

Note: it is also possible to use this 'Upload Equipment Cat' tool to update equipment already in the system. Just upload the list of equipment you wish to update here, with the relevant information (cost, etc.) changed. FastGem will not change identifiers (such as External ID) or create duplicate equipment items with the same identifiers. Instead, the software will search for equipment with those same identifiers and use the new information uploaded here to update existing records. 

*Values of Statuses, Area, etc. must match the values configured in FastGem in order to upload/update correctly.

 

'Reconciliation Data' Tab:

 

This tool allows you to mass upload an entire Recon Report from a third party spreadsheet into FastGem. FastGem will automatically link uploaded records to your existing work order records in FastGem and update them accordingly, as well as update your pre-existing reconciliation reports.)

(For more information on mass uploading recon reports, click here to see Help Article: 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 was successfully imported, and what wasn't entered into the spreadsheet correctly. 

*Uploads to: Payroll>Payroll Management>Reconciliation Reports, and applicable work order records.

Note: it is also possible to use this 'Upload Reconciliation Data' tool to update reconciliation data already in the system. Just upload the list of data you wish to update here, with the relevant information changed. FastGem will not change identifiers or create duplicate recon reports. Instead, the software will search for reconciliation reports with those same identifiers and use the new information uploaded here to update existing records.

*Values of Statuses, etc. must match the values configured in FastGem in order to upload/update correctly.

 

 

 

MASS UPDATING FROM LIST VIEW:

From practically any list view within FastGem, there is an option to Mass Update (shown highlighted in yellow below). If this option is enabled for your instance, it will appear to the right of the Search Tools dropdown, and will allow you to mass update your Leads, Customers, Work Orders, Packages, etc. (depending on which page you are on) directly from your list view. 

*If you do not see the Mass Update option in your list view and wish for it to be enabled, please see the help article "Enabling Mass Update Feature in List View (ADMIN Only)" or contact FastGem Support.