Docs for all releases
Page History
...
Screenshot: Import button
| Note | ||
|---|---|---|
| ||
The button will only be active when you filter the rates by the rate table. |
Step 1. Selecting a File and Specifying Additional Parameters
The first thing you need to do in the import configurations view is to select select a rate table (the import template will autocomplete if existentit exists). Then, drag-and-drop or upload an import file. Additionally, you can specify the following parameters:
Screenshot: Step 1. File Settings
| Field | Description | |
|---|---|---|
| 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.
| Panel | ||||||||
|---|---|---|---|---|---|---|---|---|
| ||||||||
|
...
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:
...
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
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 To open advanced configurations, click on a grey downwards arrow 
icon next to Step 2: Import Settings. Advanced settings contain the following fields:
...
| 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:
| ||||||||||||
| On Warnings | Manages alerts from the Analysis Settings section. If any, you'll have the option to:
| ||||||||||||
| On Errors | Determines billing behavior if inconsistency or error was found in the importing file (data inconsistency, incorrect symbols, etc.)
| ||||||||||||
| 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:
| ||||||||||||
| 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:
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:
| ||||||||||||
| Split Src Code Name | This option is used only in case source code names contain an underscore symbol. Choose one of the following:
| ||||||||||||
| Blocked keywords | List words here for the system to recognize blocked destinations. The prefilled value is block. These words are recognized in the Rate and Changes columns. | ||||||||||||
| Closed keywords | List words here for the system to recognize closed destinations. The prefilled values are close, delete, terminate, deactivate, and remove. These words are recognized in the Rate and Changes columns. | ||||||||||||
| 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:
| ||||||||||||
| 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:
| ||||||||||||
| 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:
| ||||||||||||
| AZ close date | Available if AZ Mode is active. The field displays the time and date (with timezone) of rates closure based on the AZ interval parameters. | ||||||||||||
| Billing Increments Check | Select whether you need billing increments checking during import or not:
| ||||||||||||
| 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. | ||||||||||||
...
Screenshot: Rates import - Code Rules settings
| Field | Description | |
|---|---|---|
| Code | Indicate 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:
| |
| Time Profile | Indicate time profile that will be used for a current rate, for example, business time, non-business time, weekends, etc. | |
| Min | Minimal 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. | |
| Int | Tariffication interval. This parameter is used, when Min Time time expires. | |
| Extra | Additional parameters are stored under the downwards arrow .
| |
...
Screenshot: .csv file with detailed error data
Confirming Rates
When the procedure has been executedIf you choose Stash Status of the rates during the Import process, 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 Here you need to Mass Edit the rates' status from stashed to active.
Screenshot: Confirming Rates
Import History Tab
...
Screenshot: Import History output
| Column | Description | ||||||
|---|---|---|---|---|---|---|---|
Date | Time and date of import execution | ||||||
Details | Login of a user who executed the import | File | Import and the import file. By clicking on the | ||||
| Total Rows | Total amount of imported rows | ||||||
| Total Rates | Total amount of imported rates | ||||||
| New | Total amount of rates with New type | ||||||
| Increased | Total amount of rates with Increased type | ||||||
| Decreased | Total amount of rates with Decreased type | ||||||
| Unchanged | Total amount of rates with Unchanged type | ||||||
| Closed | Total amount of closed destinations | ||||||
| Blocked | Total amount of blocked destinations | ||||||
| A-Z Closed | Number of rates, closed by A-Z import | ||||||
| A-Z Stashed | Number of rates, stashed by A-Z import | ||||||
| Status | Status of import procedure (success/failed) | ||||||
| When clicked on, deletes respective import data from the system
| ||||||
...
Overview
Content Tools