Import Data

A company has purchased Subscription Billing and is setting up the ARCB module. If the company used a previous program for their billing schedules, they can import the setup data and all existing billing schedules. However, if they are a new company, they must set up ARCB as a new company.

The import file must be in .xml format. ClosedView example.

Importing Billing Schedule Setup and Group Data

To import the setup and group data for billing schedules, follow these steps: 

Note: To import setup and group data, ensure that you have selected IT Manager as the role in your settings.

  1. From the menus, click ARCB > Billing Schedule Group List > Actions > Process > Import Billing Schedule Group/Setup.
  2. Tip: If you need a template, click the Export menu instead, and then save the file. By exporting the data, you can save the required file format with the specific headings you need, and then format your import file so that it has all the required headings and information.

  3. When the Import dialog appears, click Choose.
  4. Navigate to the file you want to import, and click Open.

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Importing Existing Billing Schedule Data

To import the existing billing schedules, follow these steps: 

Note: To import billing schedule data, ensure that you have selected Sales Order Processing as the role in your settings.

  1. From the menus, click ARCB > Billing Schedule List > Actions > Import > Import Billing Schedule.
  2. Tip: If you need a template, click the Export menu instead, and then save the file. By exporting the data, you can save the required file format with the specific headings you need, and then format your import file so that it has all the required headings and information.

  3. When the Import dialog appears, click Choose.
  4. Navigate to the file you want to import and click Open.

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