Import billing accounts

Use this procedure to add billing accounts from a comma separated value (CSV) file into a billing list or update existing billing accounts in a billing list.

  1. From the Administration application, click Manage Billing Accounts.
  2. Create a billing list or select an existing billing list from the Name drop-down list box.
  3. Click Import.
  4. On the Billing Accounts Import Wizard dialog box, click Next.
  5. Browse to the CSV file that contains the new or updated billing accounts.
  6. If the first row of the file contains column header values, select First row contains column headers.
  7. Select the type of delimiter that separates the values in the CSV file and click Next.
  8. Map Output Manager properties to the imported values in the CSV file and click Next.
  9. Verify that the information to be imported is correct.
  10. Select one of the following options to change a value:
    • Change the value on the Preview Import screen and continue with step 11.
    • Update the CSV file and restart this procedure.
  11. Click Next.

    If the billing list is empty, click Next on the Billing Account Import Validation screen to finish importing the billing accounts.

  12. If the billing list contains accounts:
    • Select Replace existing list with file import to remove all the accounts in the billing list and replace them with accounts in the CSV file.
    • Select Append new Billing Accounts to add accounts from the CSV file to the list of existing accounts in the billing list. If the CSV file contains accounts that are already in the billing list, the accounts in the billing list do not change after the import.
    • Select Update Billing Accounts to add new accounts from the CSV file to the billing list. If the CSV file contains accounts that are already in the billing list, the accounts in the billing list are updated with the account information in the CSV file.

      When updating billing accounts, you can use a value of CLEAR in the CSV file to delete the PIN codes from the corresponding accounts in the billing list.

  13. Click Next and then click Import.