This use case example will cover importing Usage. 

Step 1: Build an Import File

1. Within Ordway, navigate to Menu > Operations > Import Data.

2. Download the Usage Sample Template in the desired format; either .csv or .xls.

3. Populate the data. Reference required fields for Usage Imports. 

For this use case where we are importing Usage, we will include: 

• Date
• Quantity
• Customer ID
• Charge ID
• Subscription ID

Note: Charge ID, Unit of Measure, and Subscription Line ID can be populated to narrow down to a particular charge in a Subscription that has multiple lines.

4. Save the file when finished. 

Step 2: Import Data

1. Within Ordway, navigate to Menu > Operations > Import Data.

2. Select Proceed next to Usage. 

3. Click Select File in the Import Wizard to navigate to the import file created in Step 1.  Accepted file types include .csv, .xlsx, or .zip. 

4. Optional: Send import results in an email.
Click the toggle next to ‘Send import results to the following email address(es). Use a comma to separate each address.’ 

5. Click Next to continue.

6. Verify the object data to be uploaded.

7. Select the Date Format in the import file to match the Date Format field drop-down in the Import Wizard.

To edit or customize available mappings, read about how to Save Field Mappings. 

8. Verify all columns are correctly mapped on the Map Columns screen. Ordway automatically maps fields with the same name. Review all mappings to ensure they are correct. 

9. Click Next to continue.

The screen displays the number of records found. 

10. Click Import to continue.

11. The screen displays the total number of rows processed and any rows with errors. View failed record reasons by hovering over the error icon in red on the corresponding row.

Fix any errors by clicking Fix Errors, then click in the individual cell to edit the value. 

Example error:

12. Once any errors are corrected, click Import.

13. Once the import completes, view the results including the number of records processed and records skipped due to errors. 

14. Click Done. You are automatically returned to the most recently visited page.

Step 3: View Import History