Uploading the Customer Billing Data
Create the XML file that contains the billing data for the customer accounts you want to migrate to HSPcomplete.
Note: The size of the XML file should not exceed 5 MB.
To upload the customer billing data:
- Select Migration Director - Migration Manager.
- Click on the Billing Accounts link at the Migration Manager dashboard. The list of imported billing accounts appears on the screen.
- Click the Upload XML button. The Upload Billing Accounts form appears on the screen.
- Fill the form:
- Type the path to the XML file containing the customer billing data into the File for upload field. Or click the Browse button and locate the file.
- You can mark the Do not update account information if already exists checkbox if you are uploading the file that may contain information about another subscription associated with the already imported billing account and you do not want to override the billing data.
Note: Customer accounts are identified by the unique identifier - Account ID. And the description of each billing account in the XML file includes the ID initially assigned to an account at the remote server. When billing account migrates to HSPcomplete, it gets the external ID indicated in the XML file. When you upload an XML file, the IDs of Accounts described in this XML file are checked and if the account with the same ID already exists in HSPcomplete, this account billing data will be overwritten unless you mark the checkbox mentioned above.
- Click the Next button. The preliminary file-parsing results appear on the screen. You can click the Back button to cancel file uploading.
- Click the Next button. The final file-parsing results appear on the screen.
- Click the Finish button. The list of the Billing Accounts imported appears on the screen.
The list of billing accounts displays the following:
- ID. The billing account identifier (numerical or alphanumerical) assigned to the account at the external billing system. This ID allows identifying the customer's billing account even if a customer has several subscriptions (i.e., remote accounts) at different remote servers.
- Company. If the customer has the business account, then the customer's company name will be shown in this column.
- Name. The account owner's name.
- E-mail. The customer's contact e-mail address.
- Imported. This column shows whether the remote account with the given billing profile was migrated to the HSPcomplete. Green tick indicates that the account was imported, red cross - that not.
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