Import

Import Tab

The tab is designed to provide a user with a possibility to import rates to JeraSoft Billing by uploading a .csv or .xls file. The whole process can be divided into several steps discussed below. You can access the rates import by clicking the Import button in the Rates section:

Screenshot: Import button

Step 1. Selecting a File and Specifying Additional Parameters

The first thing you need to do in the import configurations view is to select a rate table (the import template will autocomplete if existent). Then, drag-and-drop or upload an import file. Additionally, you can specify the following parameters:

Screenshot: Step 1. File Settings

Step 2. Import Settings

The system will recognize the file and display the first and last 5 rows of the first sheet. You will need to select the start and end lines of an import table (marked green). The middle lines are skipped, you can unfold them both ways by five lines by clicking the respective buttons. To switch from one sheet with rates to another, click on a respective tab: i.e., Sheet 1, Sheet 2, etc.  

Screenshot: Step 2. Import Settings

Starting from VCS 3.17.0, the user has a possibility to specify a type for each sheet of an imported file. Each sheet type has its own list of columns. Currently, there are 3 sheet types:

• Rates type - an equivalent to an importing page from earlier versions. While importing, at least 1 sheet must be of Rates type. For this type, the following columns are mandatory:
  1. Dst Code/Code Name - indicate at least one of them
  2. Rate
  3. Effective Date - if you don't indicate this column, the Effective Date, specified in the Code Rules information block, will be applied to imported rates.
     
• Src Codes type - this type allows a user to perform the import to the code deck attached to the rate table. For this, indicate source codes/code names in the two columns: Src Code and Src Code Name. If selected, both columns must be specified.
• Codes type - this type allows a user to perform the import to the code deck attached to the rate table. For this, indicate destination codes/code names in the two columns: Code and Code Name.  If selected, both columns must be specified.
  

Starting from JeraSoft Billing v3.18.0, the user has an option to select the Skip this sheet option for the system to ignore the respective sheet during import. More about sheet types configuration here.

Screenshot: Sheet types

On the second step, you can also save the importing rate table as a template for further usage during import. To do so, specify a template title in the bottom left corner of the tab, and click the Save Template button (see screenshot above).

To open advanced configurations, click on a grey downwards arrow  icon next to Step 2: Import Settings. Advanced settings contain the following fields:

Screenshot: Advanced settings

Field	Description
If Unchanged	Determines system behavior if it detects rates in the imported file with all the same settings as the ones already present in the Rate Table but Effective Date. Has two options: Save rows Skip rows
On Warnings	Manages alerts from the Analysis Settings section. If any, you'll have the option to: Save rows Skip rows Abort import
On Errors	Determines billing behavior if inconsistency or error was found in the importing file (data inconsistency, incorrect symbols, etc.) Import correct rows and show all found errors - import error-free rows and display the list of errors, if any If errors are found, abort import and show all errors - if any error is found, stop the import and display a list of errors
Datetime Format	Specify the date format of an imported file. Please note, the auto-detection of date and time can be performed with files that contain one of the date and time formats, listed below: DD-MM-YYYY (%d-%m-%Y) = 28-12-2018 YYYY-MM-DD (%Y-%m-%d) = 2018-12-28 MM/DD/YYYY (%m/%d/%Y) = 12/28/2018 DD.MM.YYYY (%d.%m.%Y) = 28.12.2018 YYYY/MM/DD (%Y/%m/%d) = 2018/12/28 YYYYMMDD (%Y%m%d) = 20181228 YYYY-MM (%Y-%m) = 2018-12
Billing Increment	Billing Increment defines the way events are billed and combines two parameters: minimum volume and tariffication interval or three parameters: minimum volume, tariffication interval and grace volume. Indicate the order of parameters recognition in the Billing Increment column: Min Volume/Interval Interval/Min Volume Min Volume/Interval/Grace Volume Interval/Min Volume/Grace Volume For example, if the Billing Increment column in your import file is 1, 5, and you selected Min Volume/Interval value in this field, the system will recognize 1 as Minimum Volume and 5 as a Tariffication Interval for a target rate.
Skip dash in codes	Select whether a dash in codes must be skipped or not: Enabled - codes, written as 1201-1205, will be imported as a single 12011205 code Disabled - 1201-1205 codes will be imported as separate 1201, 1202, 1203, 1204, 1205 codes
Split Src Code Name	This option is used only in case source code names contain an underscore symbol. Choose one of the following: Disabled - if an Src Code Name is, for instance, USA_Columbia, it will be preserved as it is after import. By underscore - if selected, a USA_Columbia Code Name will be changed to Columbia after import.
Notificator Code Deck	Specify code decks that will be used for the next rates notification
Update Code Deck	Select the way you want both Src and Dst code decks to be updated with new/existing code names from current rates file: Disabled - leave selected code decks unchanged Import only not existing codes - code decks will be updated with codes and their names if they are missing Import all codes (update existing) -  сode decks and codes will be updated with code names taken from a file, overwriting of existing ones Import all codes (purge code deck first) - code decks are fully cleared and then all codes and code names are imported from a file    Attention If Src Code and/or Dst Code sheet type is selected, you need to enable this feature
Code Deck	Dst Code Deck that will be used for an Update Code Deck option. Select a destination code deck that you want to update with the above-mentioned settings (note that code deck specified settings here will only be available if you are importing a file, which contains Code Names in addition to Codes).
Src Code Deck	Src Code Deck that will be used for an Update Code Deck option. Select a source code deck that you want to update with the above-mentioned settings (note that code deck specified settings here will only be available if you are importing a file, which contains Code Names in addition to Codes).
AZ Mode	A special mode that determines system behavior regarding active/future rates: Disabled - leave active/future rates unchanged. Selected by default. Simple mode - active rates from a current Rate Table will be closed on the specified AZ close date if they aren't present in this import. Extended mode - all existing future rates will be marked as stashed. Currently, active rates (not presented in this import) will be closed by the date specified below.
AZ codes	Available if AZ Mode is active. Specify the exact code(s) AZ Mode is going to be applied to. By default, the field value is "*" (all codes)
AZ interval	Available if AZ Mode is active. Specify the period for AZ mode to close rates. The selectable options are: days from last midnight - the rates will be closed after the specified amount of days from the midnight of the import day days from now - the rates will be closed after the specified amount of days from the import day hours from XX:00 - the rates will be closed after the specified amount of hours from the start of an hour of the import timestamp hours from now - the rates will be closed after the specified amount of hours from the import timestamp Tip For a detailed explanation, check out our Knowledge Base article
AZ close date	Available if AZ Mode is active. The field displays the time and date of rates closure based on the AZ interval parameters.
Billing Increments Check	Select whether you need billing increments checking during import or not: Enabled - the system will raise an error in case imported rates' billing increments differ from those already present in the Rate Table. Disabled
Deviation Tolerance, (%)	Define the value of how much can an imported rate differ from an existing one in percent. If exceeded, the system will generate an alert for the manager.
Agreements Tolerance, (days)	Define a number of days that the system will take into account while analyzing the new import and the current agreement with the vendor. If the dates of an agreement and the import are closer then the specified amount, the system will generate an alert for the manager.
Changes Threshold, (rates)	Define a number of changed rates that will serve as a threshold for the selected rate table. If exceeded, the system will generate an alert for the manager.

Code Rules Information Block

For adding a new code rule, click on the plus  icon next to the information block name. 

When you add a rule and set the value in the fields, it will overwrite the parameters specified in the respective columns of the file. If you leave fields empty, it will take the parameters from the file. 

There is one default rule with * code that affects all the imported codes. The not specified columns of the imported rates will be filled in with the respective field values of this code rule. The list of code rules fields is as follows:

Screenshot: Rates import - Code Rules settings

After specifying all additional parameters, click the Import button.

Step 3. Import Errors

Provided a non-critical error(s) occurred, you will see a table, where the exact sheet, line and error description are specified (see screenshot). In this case, you need to start the whole import procedure from the beginning.

Screenshot: Step 3. Import Errors

In case numerous errors occurred while importing rates, you will be displayed the respective notification:

Screenshot: Error notification

          By clicking on Download file, a .csv file with the following columns will be downloaded:

Screenshot: .csv file with detailed error data

Confirming Rates

When the procedure has been executed, you will be forwarded to the Rates section where all imported rates will be displayed. If the Auto-Confirm option was disabled during the import process, you need to Mass Edit the rates' status from stashed to active.

Screenshot: Confirming Rates

Import History Tab

The tab contains information about all executed imports to this rate table. You can access it in the Rate Tables → {Specific Rate Table} → Import History. It is presented in the form of a table with the following columns:

Screenshot: Import History output

The imported rates are divided into the following types: Unchanged, Increased, Decreased, New. By clicking on the respective numbers of rates, you can see filtered rates by type (see screenshot above) in the Rates section.