If you are more comfortable updating data via a spreadsheet, the file export/import solution lets you to filter, copy and paste from other sources, or use advanced macros to update the data. You can create and manage bulk import file specifications via the Bulk Data module as described in Bulk Import Provisioning Properties File Specification in the IDI Knowledge Center, or you can do this as part of order assembly using the in the Import or Export File drop-down menu on the Filter Order Items page.
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Exporting
The export file provides all the pertinent order line item and provisioning information necessary for you to successfully identify the correct provisioning instance, so that you can sort and filter to find the correct provisioning properties. This makes it easy to input the updated provisioning data into Value fields prior to import.
Start by creating a filtered list of order items as described in the previous section on Filtering. Then choose Export to CSV. This downloads a CSV file for properties based on the filter criteria with their current values.
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From the download location you can move the file to another location. The file name will have the following naming convention: BulkPODProperties_<OrderID>_<Date>¬_<Time>. It is recommended that you rename the file to reflect the content (e.g. DSL provisioning_date - time).
The export file contains the following fields:
Field | Description |
|---|---|
OrderID | Unique Identifier of the Order. |
ServiceInformationItemID | Unique Identifier of the service on the order. |
IsAccountLevel | Yes or No indicates if the provisioning properties are the account level |
ServiceAction | Service order action if the provisioning properties are assigned to a service |
FeatureAction | Service order action if the provisioning properties are assigned to a feature |
ServiceNumber | Service Number to which the provisioning properties are associated |
ServiceType | Service type of the service to which the provisioning properties are associated. |
ServiceType | Service type of the service to which the provisioning properties are associated. |
Code | Unique identifier assigned to the Provisionable Object |
DataType | Data type of the provisioning property |
ProvisioningPropertyName | Name of the provisioning property |
Value | Value assigned to the provisioning property |
Updating the File
The following are general rules to follow when updating the CSV file:
Use the Value field to update the provisioning properties.
You can update values to blank (NULL)
The values should match the data types associated with the provisioning properties; otherwise, the record may error upon import.
For List properties the system will validate that the value matches the values contained in the configured list.
Dates should be in ISO 8601 format. Example: YYYY-MM-DD
The system will update all records in the file. The number of records does not have to match the originally exported file. Meaning, you can delete records from the export file.
Importing a CSV File
The solution supports importing a CSV to update provisioning properties. It’s recommended, but not required, to use the file that was exported from the order. If records error during the import, an error file will be provided. You can correct the errored records and resubmit the file.
Format:
The following general characteristic apply to the Provisioning Properties Import File:
File Name Convention must be *.csv
A header record is not required if importing through the Orders application.
The file must have one or more comma delimated records.
The columns are not required to be in a specific order.
You do not have to include all the colums in an import file.
Importing the File:
Choosing Import CSV displays a dialog for browsing to the file you want to import.
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Click the paperclip icon to open Windows Explorer and navigate to the file.
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After you select a file, the dialog will indicate the import is in progress, and then display a summary of the results when the import is complete. Also, the Back To Order Detail button is provided to return to the order when you’re done reviewing the import results.
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Working with Errored Records:
If the import file has errored records, the file status will be Errored, the number of errored records will be displayed, and an error file will be generated.
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Click Download Error File. Then open the file to review the errored records. Column A, IDI-ErrrorMessage field, will indicate the reason for the error.
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You can correct the error directly in the Error File. No additional formatting is necessary. You can re-upload the file from the Import Summary page or the Filter Order Items page.
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