Billable Items Import: Alto SMS

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

Finance provide this report as they perform a lookup to get the Alto branch ID (not included in the report) from the branch name.

Generating the import file

1. Navigate to Reports> Classic Reports > Other
2. Select "SMS Messages Sent"
3. Change the period to "Last Calendar Month"
4. Click "Export Excel"
5. Once done for both instances append the MAC results to the Hunters one and use this for the import.

Importing to Admin Hub:

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 SMS" for "Item"
4. Click "Choose FIle" and navigate to Alto SMS CSV file
5. You should receive the message "The Alto SMS import process has been queued. You will be notified by email if there are errors.".
6. The import takes some time due to its size - potentially 15-20 minutes. After that, 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"