Overview

This feature provides an easy and fast way to update and delete pending cardlines. It also provides the ability to allocate to, and detach pending cardlines from invoices.

This bulk import will follow the same restrictions as the "manage invoice" section in Cumulus which will prevent deleting of cardlines that are attached to other systems such as usage and security deposits. 


Licensing

This feature is available to subscribers of the following:  

  • Emersion Core
  • Optional Modules 
  • Upon Request (please contact your Account Manager)


Import Result Notification

This feature utilises the Bulk upload processing notification event (event type 963) to send a notification to the user containing the results of the import attempt. 

  • If the import is successful, the email notification will advise you when the import process is complete. 
  • If the import is not successful, the email notification will send details of the records that failed validation and why.

An event template must be created and the event must be enabled before the import tool can be used.


Preparing The Data for Import

To prepare your data for import, you will need to create a CSV import file or you can download the import file below. You will need to extract the csv file and save it.

A hard limit of 5,000 rows is supported via this tool, including the header row. 

If you need to import more than this, create multiple import files and process them one-by-one.

Download the cardline management import template



Importing The Data

To access the import tool:

Admin > Bulk Import > Card Line Management 

  1. Click the Browse button and select the csv file containing the data you want to import.
  2. If you want the bulk upload processing notification email to be sent to a different email address than the address defined in the event template, tick the Override? checkbox and enter an alternative email address. This will only apply for this upload. To change the email address for all future imports, you will need to change the recipient defined in the event template.
  3. Press Submit
  4. The system will validate the data and if no errors are found, the system will import the data. When the notification email is received, the process has been completed.

Validating the Import

Bulk Import Validation

The system will parse the data for invalid formatting only. It cannot check for data accuracy. It is strongly recommended that you check the imported data to ensure that the import was accurately imported. To do this, divide your import records into groups of 20. Check a single record in each group. If an error is found, check each previous record for the group until you find the one that was imported incorrectly.

If you find an problem, you cannot roll back the import. You have two options should this occur:

  1. Manually correct the data.
  2. Request Emersion fix the errors for you.

Any request to correct imported data must be submitted via a ticket. Emersion will provide an estimate of the work and a quote. The quote must be approved and paid in advance before any restorative work commences. 



Data Definition

This section contains a list of the required fields and a definition of what the system considers as valid inputs.

Data fieldDescriptionMandatory?
LEDGER_CARDLINE_IDThe ID of the cardline to be modified.Yes
MODIFICATION_TYPEUse one of the following options:
  • update
  • delete - cannot delete cardlines where the ledger code name contains "USAGE", is linked to a Security Deposit or is linked to an SIR file (receiver file) for Wholesale cardlines
  • allocate - this option does not apply to approved invoices.
  • deallocate - this option does not apply to approved invoices.

These entries are case sensitive

Yes
INVOICE_IDThe ID of the invoice. Mandatory if MODIFICATION_TYPE is 'allocate', otherwise this is optional.No
EXTAX_AMOUNTThe amount ex-tax. This must be rounded to two decimal places.Yes, if MODIFICATION_TYPE is 'update'
TAX_AMOUNTThe tax amount. This must be rounded to two decimal places.Yes, if MODIFICATION_TYPE is 'update'

 


Viewing Imported Data

After importing data it is important to validate it was imported correctly. Choosing a random records and performing a visual check in Cumulus should reveal any mistakes relatively quickly that would be harder to see in an import sheet.

Pending cardlines for a customer can be found under Customer > Pending Cardlines tab.

Pending cardines can also be viewed from Finance > Accounts Receivable > Pending Cardlines.


Access Control

No powers are used to govern access to this tool.


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