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Key

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This is used only as a lookup key for Charge Updates.

Effective Date

Datatype is String.

Default value is blank.

This is not a date field. Allowed values are: BACKDATE or TODAY

Alternate Recurring Charges (Quarterly, Semi-Annual and Annual), when updated will always use BACKDATE as the Effective Date.

Prorate Flag

Datatype is Boolean.

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Quantity

Datatype is String.

UPDATE flag

Data type is Boolean.

Default value is False.

Permitted Values: 1, Yes, and True will turn on this flag.  All other values are false.

If set, this import will UPDATE existing records. If the import cannot find an existing record to UPDATE, it will error.

Service RECID

Datatype is Number.

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  • This flag is only needed if there are multiple Charges with the same Names that have the different types.
  • If this is set, it must be set to the code of one of the CHARGE_TYPE List Values from the List Values grid.
  • The only allowed values are the System Use Values: MONTHLY_RECURRING, NONRECURRING, QUARTERLY, SEMI_ANNUAL, and ANNUAL_RECURRING.

UPDATE

Datatype is Boolean.

Default value is False.

Permitted Values: 1, Yes, or True will turn on this flag.  All other values are false.

If set, this import will UPDATE existing records. If the import cannot find an existing record to UPDATE, it will error.

Effective Date

Datatype is String.

Default value is blank.

This is not a date field. Allowed values are: BACKDATE or TODAY

Errors

When an Import Line fails, it is usually because the Line falls into one of the following categories:

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