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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:

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  • 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.

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

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FieldDescription
On Duplicates

Determines billing behavior if it finds a rate row duplicate. Duplicates are checked by Code + Effective Date pair of columns.

  • Update with the latest value - if multiple duplicates were found, the last value is stored
  • Skip duplicate rows - if there are multiple duplicates, only the first value will be stored

  • Alert me about duplicates - if duplicates are detected, JeraSoft Billing will alert you about them

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(warning)   Attention

Alert limitation about rate duplicates during the import process. It means that the import process cannot proceed if you get more than 1,000 duplicate alerts. This limitation applies while the Alert me about duplicates option is enabled in the On duplicate rates field in the Import tab


On Errors

Determines billing behavior if an 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/Intervalvalue 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 DeckSpecify 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
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(warning)   Attention

If Src Code and/or Dst Code sheet type are 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 DeckSrc 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 codesAvailable 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
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Tip

For a detailed explanation, check out our Knowledge Base article


AZ close dateAvailable if AZ Mode is active. The field displays the time and date of rates closure based on the AZ interval parameters.
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.
Deviation Tolerance, (%)Define a 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.

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FieldDescription
CodeIndicate a destination code. For all codes, use * (asterisk)
Status

Indicate a status for the rates. By default, it will be Active. Set the Stashed status if you want to double-check them later after import.

Effective Date

Specify a start date of a rate. There are various options to schedule this date:

  • days from last midnight - the rates will be active after the specified amount of days from the midnight of the import day
  • days from now - the rates will be active after the specified amount of days from the import day
  • hours from XX:00 - the rates will be active after the specified amount of hours from the start of an hour of the import timestamp
  • hours from now - the rates will be active after the specified amount of hours from the import timestamp
Time Profile Indicate time profile that will be used for a current rate, for example, business time, non-business time, weekends, etc.
MinMinimal time of the call that will be tariffed.
For example, if the total call time was 20 seconds and Min is 30, the client will pay for 30 seconds of the call.
IntTariffication interval. 
This parameter is used, when Min Time time expires.
Extra

Additional parameters are stored under the downwards arrow icon.

  • Tag - specify a tag for respective rates. If it's not applicable, assign a (@) tag as default.
  • Service - specify a service of the rates.
  • Grace Volume - a volume that will not be tariffed (i.e., it's free). 
  • Policy -rate's type for a code: regular rate or additive (extra) rate.
  • Setup Fee - an initial fee that is charged.
  • Number Length - specify the min and max number length.
  • End Date - the final date after which the rate will expire.
  • Notes -additional information.

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ColumnDescription
Date
Time and date of import execution
User Login
Login of a user who executed the import
File 

Import file. By clicking on the icon, the file will be downloaded

TotalTotal amount of imported rates
NewTotal amount of rates with New type
IncreasedTotal amount of rates with Increased type
DecreasedTotal amount of rates with Decreased type
UnchangedTotal amount of rates with Unchanged type
A-Z ClosedNumber of rates, closed by A-Z import
A-Z StashedNumber of rates, stashed by A-Z import
StatusStatus of import procedure (success/failed)
Error File

File that contains a description of all errors occurred during import. By clicking on the icon, the file will be downloaded

icon

When clicked on, deletes respective import data from the system

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