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Screenshot: Import button
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The button will only be active when you filter the rates by the rate table. |
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Screenshot: Step 1. File Settings
Field | Description | |
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Rate Table | This field will be autocompleted with the name of a rate table if the rates are filtered in the Rates section. If not applicable, select a target rate table(s) | |
Import Template | Select a target template for rates importing if available |
You can also save the importing file settings as a template for further usage during import. To do so, click the button next to the Import Template field, specify the name, and click the Save Template button.
Screenshot: Saving a Template
You can update the working Template by clicking the button.
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Warning
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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:
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Starting from JeraSoft Billing v3.18.0, the user has an the option to select the Skip this sheet option for the system to ignore the respective sheet during import. More about sheet types type configuration here.
Screenshot: Sheet types
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To open advanced configurations, click on a grey downwards arrow icon next to Step 2: Import Settings. Advanced settings contain the following fields:
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