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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
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The button will only be active when you filter the rates by the rate table |
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Screenshot: Import button
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Step 1. Selecting a File and Specifying Additional Parameters
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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.
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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.
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Screenshot: Advanced settings
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| On DuplicatesIf Unchanged | Determines billing behavior if it finds a rate row duplicate. Duplicates are checked by Code + Effective Date pair of columns.
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:
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| On Warnings | Manages alerts from the Analysis Settings section. If any, you'll have the option to:
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| On Errors | On Errors | Determines billing behavior if inconsistency or error was found in the importing file (data inconsistency, incorrect symbols, etc.)
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| 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:
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| 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:
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| Split Src Code Name | This option is used only in case source code names contain an underscore symbol. Choose one of the following:
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| 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:
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| 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:
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| 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:
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| 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:
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| 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 | 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. | |||||||||||||||||||||
| 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 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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If you have rates with missing Rate value in the importing file, the system will find the previous rate for the same destination and take this value from there . Also, (if the previous rate was not closed). When when you have rates with missing Effective Date value, the system will take it from the End Date value. |
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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.
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Screenshot: Rates import - Code Rules settings
| Field | Description | |
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| 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:
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| 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
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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 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:
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Sheet
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Line
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Errors
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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:
| Column | Description | |
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Sheet | Index number of the sheet, where an error occurred | |
Line | Line of the sheet, where an error occurred | |
Errors | Description of the error that occurred | |
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
| Column | Description | |
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Date | Time and date of import execution | |
User Login | Login of a user who executed the import | |
File | Import file. By clicking on the | |
| Total | Total number of rates from the imported file | |
| New | Total number of rates with New type | |
| Increased | Total number of rates with Increased type | |
| Decreased | Total number of rates with Decreased type | |
| Unchanged | Total number of rates with Unchanged type | |
| 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) | |
| Error File | File that contains a description of all errors that occurred during import. By clicking on the | |
| When clicked on, deletes respective import data from the system | |
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.
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Imported rates will be marked as Unchanged, Increased, or Decreased only if their Effective Date value (e.g., 04.25.2018) is higher than Effective Date of a current rate (e.g., 04.10.2018) and they don't have an End Date value. If the End Date value is present in a previous rate, the fresh one will be marked as New. |
Screenshot: .csv file with detailed error data
Confirming Rates
When the procedure has been executed, you will be forwarded to the Rates tab where all imported rates will be displayed. They are divided into the following types: Unchanged, Increased, Decreased, New. By clicking on the respective buttons in the top right corner of the tab, you can filter rates by type (see screenshot).
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Imported rates will be marked as Unchanged, Increased, or Decreased only if their Effective Date value (e.g., 04.25.2018) is higher than Effective Date of a current rate (e.g., 04.10.2018) |
If Auto-Confirm option is disabled, you need to click the Confirm Filtered Rates button (see screenshot) to change 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 → Import History. It is presented in a form of table with the following columns:
Screenshot: Import History output
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Date
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User Login
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File
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Import file. By clicking on the
icon, the file will be downloaded
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File that contains a description of all errors occurred during import. By clicking on the icon, the file will be downloaded
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