For clients reselling cloud based telephony services wanting to easily push this billing info into eAuto.
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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts
Overview
Overview
See spreadsheet utility at bottom of this page.
Type of Output: On Demand Import Utility
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Sample
Sample
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Variables
Variables
This alert has no variables
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Alert Functionality
Alert Functionality
The spreadsheet writes the data into a custom table in our CEOJuice database which our task looks for unprocessed records, then updates the matching contract details for those records and marks them as processed.
1. Every column header colored green, you must enter
2. Save previous month's spreadsheet, then edit each month, and resave with new name. This ensures you have a record for each month.
3. Review all three available settings and update as needed:
4. To import, click on Insert button, then enter SQL User Name and Password:
The only database that user needs to have rights to is the CEOJuice production database, and the user needs datareader and datawriter rights.
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Best Practices & Tips
Best Practices & Tips
1. Also works well for reoccurring charges including IT Contract not billed through ConnectWise.
2. Have to be on your network to facilitate this task.
3. There isn't really a way to test the import results prior to inputting into production. However, we recommend starting with 1 contract at a time and checking the results in your production database. Then you can increase to a 5 contract at a time import and eventually importing all when you feel comfortable with the process and deem it accurate.
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Related Alerts
Related Alerts
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