Billable Items Import: Office 365

This articles details the process for importing the Reapit billable items CSV into the Nurtur Admin Hub. 

NOTE: there are currently three files to import - one for Hunters, one for Country Properties and one for Trad Brands. These need to be amalgamated into one file prior to import.

Checking the import file

1. Filter the Office ID columns by blanks
2. If there are blank rows that are not related to Head Office staff or Hunters Owned Offices then they will usually be chargeable.
3. If they should be charged for:
   1. Go the Exchange Admin centre, find the mailbox and then in the Others sections select Custom Attributes
   2. In Attribute 14 enter the code for the office that the mailbox should be charged to. This is the Sage code for the office.
   3. Enter the code into the "OfficeID" column of the import file.

Importing the file

1. Navigate to the Billable Items screen in the Admin Hub - https://admin.nurtur.group/billable-items?network_id&q=&page=1&trashed=0
2. Click "CSV Import"
3. Choose "Office 365" for "Item"
4. Click "Choose FIle" and navigate to Office 365 CSV file
5. You should receive the message "The Office 365 import process has been queued. You will be notified by email if there are errors.".
6. In a few minutes you should receive an email to the address you logged into the Admin Hub with.

Checking for errors

1. The error log should only contain errors detailing lines that are skipped (e.g. "Line 2 skipped"). If there are other errors please escalate (Stephen / Nurtur).
2. The description of each skipped line will contain the name of the branch to which it relates. If the mailbox does not need to be billed (e.g. it is a head office one) then these can be ignored
3. If there are mailboxes that should be billed then the code for the office should be applied in Office 365, the CSV amended and then re-imported:
   1. Go the Exchange Admin centre, find the mailbox and then in the Others sections select Custom Attributes
   2. In Attribute 14 enter the code for the office that the mailbox should be charged to. This is the Sage code for the office.
   3. In the CSV file locate the line of the mailbox and enter the code into the "OfficeID" column.
   4. Reimport the file via the Billable Items screen as detailed above. The resulting email should no longer contain the line.
4. Check that the billable items have been imported by going into an office in the Admin Hub and clicking "Billable Items". The imported items should be listed with a "Frequency" of "One Off"

BYM

• Email the amalgamated Office 365 file to lizzie.buttery@propertyfranchise.co.uk. This can only be actioned once the amalgamated file has been created, do not send the Office 365 files to Lizzie individually.