Biller Import: Difference between revisions
(Created page with "<translate> == Import Data == The [[{{Link}}Import|import]] tool offer the possibility of importing traffic costs from other systems to manage the invoicing in Pro 9. The import tool can also handle imports of [[{{Link}}Service|services]], [[{{Link}}Log Case|log cases]] and [[{{Link}}Traffic Type|traffic types]]. Call costs can be imported either specified (call by call) or aggregated in various ways. The process of performing an import starts with identifying the typ...") |
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== Import Data == | == Import Data == <!--T:1--> | ||
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The [[{{Link}}Import|import]] tool offer the possibility of importing traffic costs from other systems to manage the invoicing in Pro 9. The import tool can also handle imports of [[{{Link}}Service|services]], [[{{Link}}Log Case|log cases]] and [[{{Link}}Traffic Type|traffic types]]. | The [[{{Link}}Import|import]] tool offer the possibility of importing traffic costs from other systems to manage the invoicing in Pro 9. The import tool can also handle imports of [[{{Link}}Service|services]], [[{{Link}}Log Case|log cases]] and [[{{Link}}Traffic Type|traffic types]]. | ||
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Call costs can be imported either specified (call by call) or aggregated in various ways. The process of performing an import starts with identifying the type of cost to be imported, e.g. call data from a mobile operator. The file is prepared to match the file format specified for that particular import and then the file is moved to the folder on the database server defined for file import. | Call costs can be imported either specified (call by call) or aggregated in various ways. The process of performing an import starts with identifying the type of cost to be imported, e.g. call data from a mobile operator. The file is prepared to match the file format specified for that particular import and then the file is moved to the folder on the database server defined for file import. | ||
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If you have import files with different encoding it is possible to activate ''text file code page'', the choice of code page will then be selected per import and import type. Activated ''text file code page'' will be available for both manual imports as well as automatic imports. Please contact [mailto:supportNE@enghouse.com Servicedesk] for more information. | If you have import files with different encoding it is possible to activate ''text file code page'', the choice of code page will then be selected per import and import type. Activated ''text file code page'' will be available for both manual imports as well as automatic imports. Please contact [mailto:supportNE@enghouse.com Servicedesk] for more information. | ||
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When mobile call data is imported from file for a [[{{Link}}Period|period]] that has already been closed (and maybe invoiced), the costs related to these calls are posted in the following period. It may then be helpful to track the actual date of the calls, to be able to follow-up on the costs for a specific period. In this case, add a field for '''actual call date''' to be able to show this information in the dynamic report. | When mobile call data is imported from file for a [[{{Link}}Period|period]] that has already been closed (and maybe invoiced), the costs related to these calls are posted in the following period. It may then be helpful to track the actual date of the calls, to be able to follow-up on the costs for a specific period. In this case, add a field for '''actual call date''' to be able to show this information in the dynamic report. | ||
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There is an option to have the Import ''content panel'' added to general and customized imports (just like reports). The panel can list new objects in a separate panel/grid (just like in the main search view) so it is easy to continue to work with the import result. Please contact [mailto:supportNE@enghouse.com Servicedesk] for more information. | There is an option to have the Import ''content panel'' added to general and customized imports (just like reports). The panel can list new objects in a separate panel/grid (just like in the main search view) so it is easy to continue to work with the import result. Please contact [mailto:supportNE@enghouse.com Servicedesk] for more information. | ||
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Imports can be customized with Excel multi sheet support, contact [mailto:supportNE@enghouse.com Servicedesk] for more information. | Imports can be customized with Excel multi sheet support, contact [mailto:supportNE@enghouse.com Servicedesk] for more information. | ||
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'''Note''': It is possible to run the same import simultaneous and import more the one file at the time | '''Note''': It is possible to run the same import simultaneous and import more the one file at the time | ||
=== Commonly Used Imports === | === Commonly Used Imports === <!--T:9--> | ||
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:* [[{{Link}}Import 2001|Import booked services]] | :* [[{{Link}}Import 2001|Import booked services]] | ||
:* [[{{Link}}Import 2004|Import bookings of services for objects]] | :* [[{{Link}}Import 2004|Import bookings of services for objects]] | ||
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:* [[{{Link}}Import_15852|Update Object Info]] | :* [[{{Link}}Import_15852|Update Object Info]] | ||
=== Other Imports === | === Other Imports === <!--T:11--> | ||
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:* [[{{Link}}Biller ImportDefault|Other standard imports in Pro 9]] | :* [[{{Link}}Biller ImportDefault|Other standard imports in Pro 9]] | ||
=== How to - Change an Existing Scheduled Import === | === How to - Change an Existing Scheduled Import === <!--T:13--> | ||
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At the bottom of the list of imports, you find the ''Automatic imports'' section | At the bottom of the list of imports, you find the ''Automatic imports'' section | ||
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# If needed, click '''expand''' [[Image:Icon Expand.png]] in the ''Automatic imports'' section | # If needed, click '''expand''' [[Image:Icon Expand.png]] in the ''Automatic imports'' section | ||
#:* A list of existing scheduled imports is shown | #:* A list of existing scheduled imports is shown | ||
Revision as of 09:32, 28 February 2023
Import Data
The import tool offer the possibility of importing traffic costs from other systems to manage the invoicing in Pro 9. The import tool can also handle imports of services, log cases and traffic types.
Call costs can be imported either specified (call by call) or aggregated in various ways. The process of performing an import starts with identifying the type of cost to be imported, e.g. call data from a mobile operator. The file is prepared to match the file format specified for that particular import and then the file is moved to the folder on the database server defined for file import.
If you have import files with different encoding it is possible to activate text file code page, the choice of code page will then be selected per import and import type. Activated text file code page will be available for both manual imports as well as automatic imports. Please contact Servicedesk for more information.
When mobile call data is imported from file for a period that has already been closed (and maybe invoiced), the costs related to these calls are posted in the following period. It may then be helpful to track the actual date of the calls, to be able to follow-up on the costs for a specific period. In this case, add a field for actual call date to be able to show this information in the dynamic report.
There is an option to have the Import content panel added to general and customized imports (just like reports). The panel can list new objects in a separate panel/grid (just like in the main search view) so it is easy to continue to work with the import result. Please contact Servicedesk for more information.
Imports can be customized with Excel multi sheet support, contact Servicedesk for more information.
Note: It is possible to run the same import simultaneous and import more the one file at the time
Commonly Used Imports
Other Imports
How to - Change an Existing Scheduled Import
At the bottom of the list of imports, you find the Automatic imports section
- If needed, click expand
in the Automatic imports section
- A list of existing scheduled imports is shown
- Select the scheduled import you want to change the settings for and click settings for import
- The settings are shown
- Read more about how to change settings on a scheduled import
