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1 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

Rate Upload Step by Step

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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  

 

       

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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  

 

   

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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.    

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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