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Utility Billing Get Started 6 - Import Bulk Existing Customer Balances

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Utility Billing Get Started 6 - Import Bulk Existing Customer Balances Hi This is Zac Kibria and in this Get Started video I will be showing you how to go about Bulk Importing Existing Customer Balances in the platform. Note this is only done once if you are switching over from another system. So, to import all your previous balances from another source it is quite simple. You will want to click Admin tab on top, look under Import Setup Tools and click Payments. Click to download the provided zip files. Open the CSV template. Here you will see the template we have provided for you. For the purposes of this video I have manually created some entries which I will be now putting into the format of the excel. You will want to cut/paste your relevant data into this format as well for it to work. Note that payment adjustments can be both positive or negative depending on the customer’s previous balance. After inserting your existing customer balances in the template, you will now want to click the … button to upload your file and then click upload file. Lastly you will want to click the green import button to finish importing into the system and then finally click OK button. Thanks for watching - this is Zac Kibria and I hope you have enjoyed this video. please like this video, comment and subscribe to our YouTube channel where we have lots of other videos as well as playlists for you. We are constantly updating our software as well as adding new videos to enhance your experience so we hope that you continue to subscribe to this list as well as all our channels. Have a great day and feel reach out to us if you are having any issues.
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