Account Code Importer |
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The Account Code Importer (ACI) utility is used to import account information for the Account transfer type. This type of transfer requires the caller to enter a valid account ID before the transfer is performed; if the ID is not valid or has expired, then the transfer will be prevented. ACI is provides a simple method for the administrator to manage account IDs associated with a given class of service (COS).
The figure below shows a portion of the main window of the ACI utility with no data loaded:
Remove Account IDsTo remove all account IDs associated with a given class of service, follow these steps:
This allows you to have different groups of accounts that are kept separate from each other by associating them with different classes of service. Click the ... button to the right of the empty edit box to open the Class of Service Selection dialog, shown below.
Click on the COS template name with which to associate the account IDs and then click OK. The edit box will now display the COS name that you chose.
Import Account IDsTo import account IDs, follow these steps:
Use any text editor (or spreadsheet program capable of saving or exporting to a CSV-formatted file). This file should have only two columns: the first column is the account ID and the second column is the expiration date. Account IDs must be numeric only and may be up to 20 digits in length. It is not necessary for all account IDs to be uniform in length. Expiration dates must be specified using one of the following formats: MM/DD/YYYY or MM-DD-YYYY. Two-digit years are also acceptable. Examples 1234567890,05/31/10 1001,12/31/2010 2020,06-30-2011 In the above examples, the first account ID expires on May 31, 2010; the second expires at the end of the same year and the third expires on June 30, 2011.
This allows you to have different groups of accounts that are kept separate from each other by associating them with different classes of service. Click the ... button to the right of the empty edit box to open the Class of Service Selection dialog, shown below.
Click on the COS template name with which to associate the account IDs and then click OK. The edit box will now display the COS name that you chose.
Click the ... button to the right of the CSV file edit box to display the Open dialog, shown below.
Navigate to the folder that contains the CSV file you created; it is recommended that you put this file in the \DUVOICE\DATABASE folder but it is not required. Select the file and click Open. The contents of the file will be read in and displayed in the table, as shown below.
As shown in the previous figure, if the data file was not generated as a true CSV file, it may not be read into the table correctly. The most common cause of this problem is when the data file uses tab characters instead of commas to separate the values. In this case, check the box labeled Tab Delimited and ACI will re-parse the data, as shown below:
Each row is displayed with a checkbox next to it. To import that record, check the box; to skip the record, leave the box unchecked. To select all records for import, check the box labeled Toggle; uncheck the box to deselect all records. The figure below shows all rows selected.
A progress bar will be displayed while the import in is progress; once the process completes, the application will close. If you only have a few records to import, the progress bar may only appear very briefly.
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