Modified: 2014/05/05 11:05 by admin - Uncategorized

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Balances

We have the ability to batch import balances using the Balances (CSV) file. This allows you to use an external tool such as Microsoft Excel to create a big list of balances and associated information. This work can easily be segmented across multiple people in an effort to get fast-tracked in starting up with RadioTraffic.com.


Note: It is critical that the information entered is checked for any and all errors.

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File Format

The file should be formatted so that the first row contains the column names and the following rows contains the associated data for each column. Each row (starting at row two) should be a single balance entry.

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Required

The following columns are required:

• Customer
  The Customer name as exists in the system (exact spelling and punctuation).
• Station
  The Station call letters as exists in the system.
• Amount
  The dollar amount of the balance entry.

By providing the above information, an Invoice will be created for each entry. All other values, if not provided as an Optional field, will be set to the Customers configured settings, where appropriate.

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Optional

The following columns are optional (however, highly recommended):

• Billing Date
  If provided, will set the created Invoice billing date to this value. This will allow the system to provide aging information.
• Invoice Number
  If provided, will be included as part of the created Invoice note for your tracking purposes.
• Revenue Source
  If provided, will attempt to match up with an existing RevenueSource; otherwise, one will be created.
• Revenue Type
  If provided, will attempt to match up with an existing RevenueType; otherwise, one will be created.
• Sales Person
  If provided, will attempt to match up with an existing SalesPerson; otherwise, one will be created. Must be in the format of first and last name.
• Agency
  If provided, will attempt to match up with an existing Agency; otherwise, one will be created.
• Payment Amount
  If provided, a payment will be created and automatically applied to the created Invoice.
• Payment Date
  If Payment Amount is used, this field is required and will be used to create the associated payment.
• Note
  If provided, will be combined with the optional Invoice Number to create a note as part of the created Invoice.

It is critical that this file is verified prior to import; otherwise, the result may not be what was desired.

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Related

Editing Back Balances using Excel with Advanced Features (Macro).