Using Coverage Import Wizard
Coverage Import Using Wizard
Coverage(s), Contract(s) and/or Asset(s) can load for multiple manufacturers from Coverage Import Wizard.
Client Administrator, Account Manager, Customer Account Administrator and Customer User can import assets through Import Assets.
Required Privilege(s) Coverage
To import coverage(s),
Select "Coverage" from top navigation and select "Coverage Import Wizard" from dropdown menu.
Step 01: Select a model and the data file you want to import.
Step 02: Select below fields,
- Map the Coverage type from drop down or you can select the coverage type by checking "Selecting a Coverage Type".
- Map the Manufacturer column from drop down or you can select the manufacturer by checking "Select a Manufacturer".
- Then select the Renewal Status from the drop down or you can select the Renewal status by checking the "Select Specific Renewal Status".
Note that if you select the Renewal Status as "Perpetual Licensing", Contract Start Date and Contract End Date become optional through the coverage import wizard process.
- Map the Billing Frequency from drop down or select it by checking "Select Specific Billing Frequency".
Note: If you do not select Renewal Status and Billing Frequency in this step third and fourth steps will be auto completed.
Step 03: The systems identifies all unique Coverage type in the column selected in Step 02 and prompts you to match each unique value to a Coverage type currently set up in the system.
Step 04: The systems identifies all unique manufacturers in the column selected in Step 2 and prompts you to match each unique value to a manufacturer currently set up in the system.
Step 05: The system identifies all unique Renewal Status in the column selected in Step 02 and prompts you to match each unique value to a Renewal Status currently set up in the system.
Step 06: The system identifies all unique Billing Frequency in the column selected in Step 02 and prompts you to match each unique value to a Billing Frequency currently set up in the system.
Step 07: Map columns from the data file to coverage fields in the system and hit "Continue Import" button. In mapping, Serial# is Coverage Serial #, Related Asset serial is Asset's Serial# and Payment Amount is Revenue in this step.
Step 08 (Complete): Display the summary of loaded and rejected coverage records.
Go to "Coverage" from top navigation and select the "Coverage" to view loaded Coverage records.