Difference between revisions of "Import Sprint Service Transactions"

From docs
Jump to: navigation, search
(Created page with " == Import Sprint Service Transactions == This tool is used by a limited number of Callproof customers that work with Sprint. This tool will allow service transactions to ...")
 
 
Line 9: Line 9:
  
  
[[File:Import_pdsr_contacts.jpg|200px|thumb|right|Select Import Contacts in top section to import Detailed Sales Report]]
+
[[File:Import_pdsr_contacts.jpg|200px|thumb|right|Select Import Contacts in top section to import Service Transactions]]
  
  
[[File:Import_pdsr_contacts_upload.jpg|200px|thumb|right|Upload Exported File]]
+
[[File:Import_service_contacts_upload.jpg|200px|thumb|right|Upload Exported File]]
 
== Gather Data and Import ==
 
== Gather Data and Import ==
  
From NASC, view billing for the day to import.
+
Gather the data from Sprint. (Not shown.  Check with Callproof since this relies on proprietary Sprint tools.)
 
 
Export this NASC data and save to a computer.  
 
  
 
Inside Callproof, click on '''Dealer Contacts''' under [[People]].
 
Inside Callproof, click on '''Dealer Contacts''' under [[People]].

Latest revision as of 20:38, 19 November 2013


Import Sprint Service Transactions

This tool is used by a limited number of Callproof customers that work with Sprint.

This tool will allow service transactions to be uploaded into Callproof.


Select Import Contacts in top section to import Service Transactions


Upload Exported File

Gather Data and Import

Gather the data from Sprint. (Not shown. Check with Callproof since this relies on proprietary Sprint tools.)

Inside Callproof, click on Dealer Contacts under People.

On the right hand side, select Import Contacts in the first group of links labeled Dealer. (see pic.)

In the bottom section labeled Import Service Contacts, click Choose File and select the export file saved from RQ.

Click Upload to import the file. This may take a few minutes depending on size of data.