Rate

Upload Step By Step

1. Go to Data Import | Data import
2. Select the table to be uploaded. This step by step is using Rates table,
which is selling rates to customers.
3. Click the Template View button and download the latest rate template file
in .csv format
4. Save the template file to local PC

5. Do not double click the template to open, as all columns will be
scrambled.
6. But rename the file to .txt, say rate template.txt
7. Launch MS Excel from PC
8. Open the file rate template.txt
9. Text import wizard will be triggered, select delimited with semicolon,
open the file in Excel format
10. Input necessary data into the file, columns shown on example are
mandatory
11. An end date is to be inserted if the rate is going to be offered for limited
time only and will automatically expire.
12. Save as .csv

13. Go to data import screen and click browse
14. Select the file just created
15. Change separator to , (csv meaning commar separated value)
16. Click Open
17. Table will be loaded with header and data on best match
18. Should column headers and data not match, click on the header and move
it to another column, until all header and data match.

19. Then click next

20. System will temporary load the table and show which row can be updated
with data ready for update
21. Click import to permanently upload the file
22. System will show data import successful
23. The corresponding uploaded rates can be found under Origination | Rates

Note:
1. Must match rates with rate plans
2. IF uploading future active rates, should check box for insertion only,
then old existing rates will not be overridden
3. Routes can be uploaded by similar method

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