Import

Import Tab

The tab is designed to provide user with a possibility to import rate to VCS by uploading .csv or .xls file. The whole process can be divided in the following steps:

Screenshot: Import tab

Step 1. Selecting File and Specifying Additional Parameters

First, you need to select a file for import. Additionally, you can specify the following parameters:

Screenshot: Step 1. File Settings

Step 2. Import Settings

The system will recognize the file and display first 5 rows of the first sheet. To switch from one sheet with rates to another, click on respective tab: Sheet 1, Sheet 2, etc.  

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

• Rates type - an equivalent to a importing page from earlier version. 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 user to indicate source codes / code names and has two columns: Src Code and Src Code Name. If selected, both columns must be specified.
• Dst Codes type - this type allows user to indicate destination codes / code names and has two columns: Dst Code and Dst Code Name.  If selected, both columns must be specified.

Screenshot: Sheet types

On the second step, you can also save the importing rate table as a template for further usage in importing process. To do so, in the bottom left corner of the tab, specify a template title and press Save Template button.
To open advanced configurations, click on grey downwards arrow  icon next to the Step 2: Import Settings. Advanced settings contain the following fields

Screenshot: Step 2. Import Settings

Field	Description
On Duplicates	Determines billing behavior if it finds duplicate rate row. 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 first value will be stored Alert me about duplicates - if duplicates are detected, VCS will alert you about their presence    Attention Alert limitation about rate duplicates during 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 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 import and display a list of errors
Date Format	Specify date format of 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
Custom format	If defined, this format will be used for date parsing instead of Date Format field
Optimize Codes	This option allows to make shorter codes of importing code range. For example, code range 4400-4409 will be shortened to 440. Please note, a single code 44001 will not be shortened to 440, it only works for code ranges specified with dash "-". Tip Therefore, when you make an import with enabled Optimize codes option and your importing file consists of code 440 and code range 4400-4409 at the same time, the import result will depend on the On duplicate rates settings.
Billing Increment	Billing Incement 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 Billing Increment column: Min Volume / Interval Interval / Min Volume Min Volume / Interval / Grace Volume Interval / Min Volume / Grace Volume For example, if Billing Increment column in your import file is 1, 5, and you selected Min Volume / Interval value in this field, system will recognize 1 as Minimum Volume and 5 as a Tarrification Interval for a target rate.
Remove Dash	Select whether 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 underscore symbol. Choose one of the following: Disabled - if Src Code Name is, for instance, USA_Columbia, it will be preserved as it is after import. By underscore - if selected, USA_Columbia Code Name will be changed to Columbia after import.
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 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 file    Attention If Src Code and/or Dst Code sheet type are selected, you need to enable this feature
Dst Code Deck	Dst Code Deck that will be used for 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 file which contains Code Names in addition to Codes)
Src Code Deck	Src Code Deck that will be used for 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 file which contains Code Names in addition to Codes)
Notificator Code Deck	Specify code decks that will be used for the next rates notification
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 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, field value is * (all codes)
AZ interval (days)	Available if AZ Mode is active. It consists of two fields where time and date of rates closure are specified: Time - select from a drop-down list: Beginning of the day - active/future rates will be closed at 00:00 of the specified day Import time - active/future rates will be closed at the exact time of import on the specified day Day - specify the interval of days after which rates will be closed Tip For a detailed explanation, check out our Knowledge Base article
AZ close date	Available if AZ Mode is active. Field displays the time and date of rates closure based on the AZ interval (day) parameters

Code Rules Information Block

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

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

If you a add a rule with * code for a certain service, not specified columns of the imported rates will be filled in with respective field values of this code rule. You can add rules with * code for all services. The list of code rules fields is as follows:

Screenshot: Rates import - Code Rules settings

After specifying all additional parameters, press Import button.

Step 3. Import Errors

Provided a non-critical error(s) occured, you will be displayed 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 is downloaded:

Screenshot: .csv file with detailed error data

Comfirming Rates

When the procedure has been executed, you will be forwarded to Rates tab where all imported rates will be displayed. They are divided into the following types: Unchanged, Increased, Decreased, New. By clicking on respective buttons in the top right corner of the tab, you can filter rates by the type (see screenshot).

If Auto-Confirm option is disabled, you need to press 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. It is presented in a form of table with the following columns:

Screenshot: Import History tab