Different Types of User Imports

  1. Import Customers.
  2. Radius Import Wizard (Import from Radius Manager).
  3. Radius Import Wizard (Import from CSV file).
  4. Billing Import Wizard (Import invoices from CSV file).
  5. Import Products
  6. Import Customer <-> Radius Links
  7. Import Recurring Billing
  8. Import Invoices and Credit Notes
  9. Import Adjustments

1. Import Customers

 

Import-Customers

 

sample-csv-file

This Wizard allows you to import or update customer information from a CSV file. You can also delete existing customer information that was previously imported with the same CSV file. By typing in all the information asked for in the first step of the wizard in your CSV file, you will enable it to know which data you want to update or import. You can download a sample CSV file at the bottom left of the first step page.

 

import-cusomer-wiZ

Step 1: In step one you will see what information is required for the import to work. Click “Next” at the top left of the page to continue to Step 2.

 

import-customer-upload-csv

Step 2: In step two you are able to upload your CSV file. After uploading your CSV file you must click on “Show File Contents” and then click on “Verify File”. Doing this would show if the data on the CSV file is valid. If the data is obscured you most likely have to change the Field Delimiter. Make show there are no invalid rows. If the number of errors are zero then you can continue to the next step by clinking “Next” at the top right of the page to continue to Step 3. A preview of your CSV file will show at the bottom of the page after “Show File Content” was clicked on (Make sure all the data is displayed correctly in the preview).

 

CSV-verified-result-1

import-customers-step3

Step 3: In step three you get the option to either Delete Imported Rows or Import Rows. Deleting imported rows will delete all the customers that you originally imported with your CSV file. Importing rows means you are either importing new data or replacing old data.

Delete Imported Rows:

 

import-customers-step3

Import Rows:

Import-customer-records

2. Radius Import Wizard (Import from Radiusmanager).

 

radius-manager-import-wizard-path-1

 

 

Step 1: This Wizard allows you to import data from an existing radiusmanager installation. The wizard will import the Radius Services, Radius User Group, Radius User Accounts,and NAS List information. It will then generate new information into the Radius Services, Data Packages, Customer Groups, Customers, Radius User Accounts and NAS List. You will be able to import data from a single radiusmanager group or for all groups. If radiusmanager passwords is readable (ClearText) then these will be migrated, else new random passwords will be generated. Click on the next button on the top right of the page to continue to Step two.

radiusmanager-import-step-1

 

 

Step 2: In Step two you must type in your Radiusmanager Server IP Address, Database Name, Username and Password. Click on Verify Connection to verify that the details were typed in correctly. If it says “You have successfully connected to the radiusmanager database” then the details are correct. Click on the “Next” button at the top right of the page to continue to Step 3.

radiusmanager-import-step-2

Step 3: In step three you can select all the data you wish to migrate. Also note that you can order the wizard to update or ignore any information that is already in the database by clicking on the “Duplicates” button, also saying “Yes” on the all buttons means that every User Group and every Radius Customer will be imported. Then click the “Next” button at the top right of the page to continue to step four.

Step 4: In step four you can Delete Imported data or Import new data. Delete Imported Radius Services:

 

radiusmanager-import-step-4

Delete Imported Radius Services:

Delete Imported Customer Groups:

delete-imported-cutomer-groups

Delete Imported Radius Users:

delete-imported-radius-users

Import Radius Manager Services:

 

import-radiusmanager-services

Import NAS entries:

import-nas-entries

3. Radius Import Wizard (Import from CSV file).

radius-csv-import-manager

 

The Radius Import Wizard allows you to import data about a radius from a CSV file.

Step 1: In step one they ask you to make sure that the CSV file you are using has all the correct information. The Import Wizard will add both a Radius User and a Customer. Please note that every customer created will be assigned to your default customer group, all imported users will be assigned to a pre-selected radius service and data package and ff no radius user passwords are supplied in the csv file then random or pre-selected passwords can be assigned. Some existing data will be updated when the import wizard is executed. Click ‘Next’ to continue to step two.

 

Step 2: In step two you must upload the CSV file with all of the data you want to use. Make sure you’re using the correct Field Delimiter and Field Enclosure. Then Click on ‘Verify CSV File’ This will verify that the data in the CSV file is usable. Note that the Field Delimiter ad Field enclosure has to be correct for the data to be put out in the correct layout. Click ‘Next’ at the top of the page to continue to step 3.

 

radius-csv-import-wizard-step-2

Step 3: In step three you will notice that there are a lot of settings that can be selected. There are two different modes this import wizard can be used for.

radius-import-wizard-step-3

  • Prepaid Mode; when prepaid mode is selected as ‘Yes’ it will import customers as unverified prepaid customers. If you have set a default prepaid customer group it will be added there. Note that when you deselect Prepaid Mode, Advanced mode will pop up.
  • Advanced Mode; this mode will add the ability to import more columns such as Data Package ID, Customer Group ID, Billing Group ID, Client Portal Login & Password and more (Please note that this mode will only show up if Prepaid Mode is deselected).

Then there are settings to authorize whether you want certain existing details to update.

 

  • Update existing Customer Details; this will update existing customer accounts only, matched via account code or radius username.
  • Update Existing Radius Details; this will update existing radius accounts only and will be matched via radius username.

When the option “Generate Random Passwords” is selected it will set a random 9 digit password to new accounts only. When all of your settings for the task you want to do are in place, click on ‘Check CSV File Contents‘ to see the layout of your CSV file at the bottom of the page. Then if everything looks in place go back to the top of the screen and start inserting the correct table names where they belong. Note that the import wizard will automatically try to add the needed important information. Click ‘Next’ at the top right of the page to continue to step four.

Step 4:

In step four you can either delete already imported rows by clicking on ‘Delete Imported Rows‘ or import new rows by clicking on ‘Import Rows‘.

radius-import-wizard-step-4

Delete Imported Rows:
radius-import-wizard-delete-rows
Import Rows:

 

radius-import-rows

4. Billing Import Wizard (Import invoices from CSV file).

This Wizard allows you to import invoice & credit note data from a CSV file.

Step 1: The CSV file you’re using must contain all the information asked for on the introduction page. You can download a Sample File to demonstrate how your CSV file must look from the bottom of the page.

import-invoice-path

download-sample-file-for-billing-import

Use the Sample File as a foundation to what information you want in your CSV file.

 

billing-import-wizard-step-1

 

billing-import-step-2

Step 2: In step two you must upload the CSV file with all of the data you want to use. Make sure you’re using the correct Field Delimiter and Field Enclosure in the sample file’s case the Field Delimiter is “;”. Then Click on ‘Show CSV File’ and then ‘Validate CSV file’. This will verify that the data in the CSV file is usable. Note that the Field Delimiter ad Field enclosure has to be correct for the data to be put out in the correct layout. Click ‘Next’ at the top of the page to continue to step three.

Step 3:

 

billing-import-step-3

In step three you can either delete existing data or import new or update existing data.

Delete Imported Rows:

delete-invoices

Import Rows:

 

import-invoices

5. Import Products.

This Wizard allows you to import or update product information from a CSV file.

Step 1: Make sure you put in all the needed information the import wizard introduction ask for.

import-products-path

products-information

Download the Sample File to have an idea of what the wizard is asking for.

 

import-products-sample-file-1

Click ‘Next’ at the top right of the screen to continue to step two.

Step 2:

import-products-part-2

In part two you can upload your CSV file. After you’ve uploaded it you get the choice of updating existing products or skipping existing products. Make sure the Field Delimiter is correct so the layout of the CSV file is correct. When everything is in place click on ‘Show File Contents’ and then ‘Validate File’. This will make sure the data in your CSV file works. Click ‘Next’ at the top right of the page to continue to step three.

Step 3:

import-products-step-3

In step three you are able to delete the imported products and import or update new or existing products.

Delete Imported Rows:

delete-imported-products

Imported Rows:

 

Import-product-records

6. Import Customer <-> Radius Links.

This Wizard allows you to import or update customer radius product link information from a CSV file.

import-customer-radius-links

 

radius-import-blah-step-1

Step 1: Make sure you CSV file contains all the information asked for in the specific order. The Customer Account Code, Product Code, Radius Username are required information for the import to work. You can also download a Sample File to have a good idea of how your CSV should look like. Make sure to read the Introduction thoroughly. Click ‘Next’ at the top right of the page to continue
to step two.

Step 2: In step two you have to upload the CSV file with the data you would like to import. Click on ‘Show File Contents’ and then click on ‘Validate File’. Make sure that there are no Invalid Rows picked up by the import wizard. If there is make sure the Field Delimiter is correct. In the case of the sample file the Field Delimiter should be “;”. Click on ‘Next’ at the top right of the page to continue to step three.

Step 3:

radius-blah-impor-rows

In step three you can actually import your data from the CSV file.

Import Rows:

 

import-link-records

7. Import Recurring billing.

This Wizard allows you to import recurring billing information from a CSV file.

import-recurring-billing-path

 

Step 1: Make sure that your CSV file has all the information in the specific order asked for in the Introduction. Note that all the Required Fields are marked with a *. You can also download a Sample File to have an idea of what your CSV file should look like. Click ‘Next’ at the top right of the page to continue to step 2.

Step 2: In step two you can upload the CSV file with your data that you would like to use.

  • Make sure the Field Delimiter and Field Enclosure is correct. In the sample file’s case the Field Delimiter would be “;”.
  • Click on Show File Contents to see the basic layout of your CSV file and to count the amount of rows.
  • Click on Validate File to make sure there are no invalid rows.

Click ‘Next’ at the top right of the page to continue to step three.

Step 3:

delete-import-rows-step-3

In step three you can either delete or import rows.

Delete Imported Rows:

 

delete-imported-recurring-billings

Import Rows:

 

import-recurring-billing-records

8. Import Invoices and Credit Notes.

 

import-credit-invoice-path

 

invoice-import-wizard

This Wizard allows you to import invoice & credit note data from a CSV file.

Step 1:

  • In step one you need to make sure that your CSV file has all the information required for the import wizard to work.
  • Be sure to read the introduction on the step one page.
  • Every field marked with “*” is required for the import wizard to work.

You can also download a Sample File to have an idea of what your CSV file must look like.

Click ‘Next’ at the top right of the page to continue to step two.

Step 2: In step two you can upload your CSV file with the data you would like to import.

  • Make sure the Field Delimiter and Field Enclosure is correct. In the sample file’s case the Field Delimiter would be “;”.
  • Click on Show File Contents to see the basic layout of your CSV file and to count the amount of rows.
  • Click on Validate File to make sure there are no invalid rows.

 

Invoice-import-wizard-part-2

Click at the top right of the page to continue to step three.

Step 3:

 

invoice-import-wizard-part-3

In step three you can either delete imported rows or import rows.

Delete Imported Rows:

delete-imported-csv-invoice-entries

Import Rows:

import-csv-invoice-entries

9. Import Adjustments

This Wizard allows you to import financial adjustments from a CSV file.

 

import-adjustments-path

 

import-adjustments-introduction

Step 1: Make sure the CSV file has all the information asked for in the introduction of the import wizard. Make sure to read the introduction thoroughly. Note that if the information is marked by a * it is a required field for the import to work. You can also download a Sample File to have a better understanding of how your CSV file should look.

Click ‘Next’ at the top right of the page to continue to step two.

Step 2: In step two you have to upload the CSV file you want to use for the import by clicking on ‘Choose File’.

  • Make sure the Field Delimiter and Field Enclosure is correct. In the sample file’s case the Field Delimiter would be “;”.
  • Click on Show File Contents to see the basic layout of your CSV file and to count the amount of rows.
  • Click on Validate File to make sure there are no invalid rows.

 

import-adjustements-step-2

Click ‘Next’ at the top right of the page to continue to step three.

Step 3:

 

import-adjustments-step-3

In step three you can import the rows with the CSV file by clicking on ‘Import Rows’.

Import Rows:

 

import-adjustments-import-rows