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During the second step of rates import, you need to configure the import file for the system to work with it correctly. The first thing you'd want to do is select a sheet type for the imported file. JeraSoft Billing has three available sheet types to choose from (see screenshot below):
- "Rates" sheet type - used in all cases when importing rates to the system. During multi-sheet import, at least one sheet must be of "Rates" type.
- "Src Codes" sheet type - used as a supplementary sheet for the rates import if the vendor sends updated Src code deck information. For the import to be completed correctly, you will need to have an Src code deck specified in the Rate Table settings.
- "Codes" sheet type - used as a supplementary sheet for the rates import if the vendor sends updated Dst code deck information. For the import to be completed correctly, you will need to have a Dst code deck specified in the Rate Table settings.
Screenshot: Sheet Types
There is a difference between sheet types in terms of available columns. In the "Rates" sheet type, you can select up to 22 columns' names from the drop-down list for each imported column. "Src Codes" and "Codes" types both have two columns.
Starting from JeraSoft Billing v3.18.0, the user has an option to select the Skip this sheet option for the system to ignore respective sheet during import. Also, you don't need to select column names for import manually anymore. They will autocomplete as the system will detect your table headers. For this to work, all you need to do is click the line you want to be first in the imported file. The previous line would be considered a header and will be analyzed accordingly:
Screenshot: "Rates" Sheet Type autocomplete
Screenshot: "Codes" Sheet Type autocomplete
Codes and Src Codes sheet types require the Import all codes (update existing) mode of Update Code Deck from Advanced Settings.