Billable Items Import: DocuSign

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

File comes from Finance. They run report in DocuSign penultimate day of month..

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 "DocuSign" for "Item"
4. Click "Choose FIle" and navigate to DocuSign CSV file
5. You should receive the message "The DocuSign 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 branch does not have billable items imported against it (e.g. it is closed or is a Hunters owned office) then these can be ignored
3. If there are skipped lines relating to offices that should have billable items imported against them then the ID needs to be added against the office an the file reimported:
   1. The DocuSign ID is the first number after "Line <N>Skipped - ". Copy this.
   2. Search for the office in the Admin Hub and click "Edit"
   3. In the "Docusign Group ID" field under the "External IDs" section add the DocuSign code. If there is already a code there then add a comma and then the new code.
   4. Click Save
   5. 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"