Import of new service prices from an Excel file
To import services, you need to use an xlsx file with information about new service prices. Files in the xls format are not supported, as this format has long been obsolete. If you have an xls file with services from which you need to export new service prices, open it in Excel and save it in the xlsx format.
For greater convenience when setting up the import, it is better if the first row in the Excel file is the table header, as shown in Figure 1.
Figure 1
In this case, when "linking" Excel file columns to database fields, the column names from the Excel file table header will be displayed. If there are empty rows at the beginning of the table, then instead of the column names from the table, the following will be suggested: C1 - for the first column, C2 - for the second column, and so on.
At a minimum, the Excel file with new service prices should contain the following fields:
- The service identifier (ID) in Tariscope.
- The new price.
- The date from which this price becomes effective.
To import data about new service prices, open the Services page and click the Import from file icon (Figure 2).
Figure 2
The Import Wizard page appears (Figure 3)
Figure 3
Click the Start button. The next step of the Import Wizard will be displayed (Figure 4).
Figure 4
As mentioned above, only Excel files in the xlsx format are used for import. Click the Choose button and select the appropriate Excel file. Click the Next button. The next import step will be displayed (Figure 5).
Figure 5
The Available tables list contains a list of Excel sheets. Select the desired one and click the Next button. In the next import step (Figure 6), you must select the correspondence of the Excel file columns to the Tariscope database field names.
Figure 6
In the example shown in Figure 6, an Excel file was opened that contained blank rows before the data table. As a result, the columns are named: C1 … C5.
Accordingly, in the Service ID list, you must select the value C3, because this column contains service identifiers.
In the Price list, select the value C4, and in the From date list, select the value C5.
If the Excel file has a table header in the first row, this import step will be displayed as shown in Figure 7.
Figure 7
In this case, the lists will contain the column names from the table header (Figure 8).
Figure 8
Click the Next button. The Import Wizard page will look like Figure 9.
Figure 9
Here you must specify the date format used in the Excel file. For example, if your date is specified as: Month.Day.Year, then you must enter the format: MM.dd.yyyy
Click the Start Import button.
Check the import results on the Services page. You may need to refresh this page to see the imported data.
In addition, the results of the import are displayed in the Tariscope log.
