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Before you can proceed with any import process here please follow the article: Data Migration – Import Methods and Configuration.
XML Format
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Warning: Format is important. XML files for the migrator are case sensitive for element names and element values (those of which are being matched to data already in the system such as bill groups, or credit rating items). |
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Importing Owner Accounts
See the System Configuration Import kb article for details on importing Owner accounts.
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Info |
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Note: to add a credit a negative debit value is used (as shown below). |
As of EngageIP 9.3.38, you can specify an invoice to disburse to during import similar to payments import:the bulk amount which multiplies the amount value for credits
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<Invoice User="billsoft" Date="7/19/2022 12:00:00 AM="bsmith" Description="Test Credit With BulkQuantity" ApplyTax="True" Package="Voip Package" Date="2023-10-15" Debit="-45.991500" Tax1PeriodStart="02023-10-15" Tax2PeriodEnd="02023-10-15" Tax3TaxCode="0Default" Tax4Tax1="0" DescriptionTax2="Opening Credit" PeriodStartTax3="" PeriodEndTax4="" ApplyTaxInvoice="true18332" AutoDisbursePayment="true" BulkQuantity Package= "Voip Service15"/> |
If you want to import a set of 'transactions' and then close the invoice before adding more 'transactions', use the close tag: <CloseInvoice CloseInvoice="" />
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