Billable Items Import: Alto User

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

Files are emailed directly from Alto.

NOTE: There are user lists for both Hunters and Martin & Co. These need to be merged into one file for import. However, as some of the branch IDs are the same across the two systems, the MAC file needs to be amended such that the branch IDs have an "M" prepended to them (this is how they are configured in Nurtur).

Changing the MAC import file

1. Open the MAC Alto import file.
2. Enter the formula "=CONCAT("M",G2)" in cell H2
3. Drag the cell contents down to replicate the formula in the rest of column H
4. Copy the populated column H values
5. Paste into cell G2. Choose the "Paste Values" option.
6. Save the file and add use these values in the amalgamated Hunters/MAC 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 "Alto User" for "Item"
4. Click "Choose FIle" and navigate to Alto User CSV file
5. You should receive the message "The Alto User 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 Alto office 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 "Alto User ID" field under the "External IDs" section add the Alto office ID. If there is already a code there then add a comma and then the new ID.
   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"