Bundle Upload

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Bundle Upload

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With Bundle upload, you can upload a bundle configuration that defines how to expand or explode a single revenue contract bundle transaction line into multiple transaction lines.

  1. Navigate to RevPro > File Upload > Bundle.
  2. On the Bundle Upload page, click New Template.
  3. In the Template Definition tab:
    • Enter a valid template name for the bundle and description.
    • Select the Enabled check box to enable the template.
    • Select the Is Review Required check box if you want to manually review the uploaded transaction data before launching the data collection process.
  4. In the File Specifications section:
    • Select the file type. If the uploaded file is not in the specified format, an error message is displayed.
    • Select the date format to validate the date value in the uploaded file. If the date value format in the uploaded file is different from the template, an error message is displayed.
    • Select the start row to identify the row number from which the actual data gets inserted into the staging table from the uploaded file. For example, start in row 2.
  5. Click + to create the template and Save to save the details. The Freeze button appears when you click Save.
  6. Click the Field Mapping tab to view the field names, their label and the type of the data that is entered in the fields. You can view, add or delete them.
  7. After entering the field mapping details, click Freeze to lock the template so that no changes can be made in the template. The name of the button changes to Unfreeze.
  8. Click Unfreeze to make the template available for editing. Make the necessary changes and then click Freeze.
  9. In the Template Definition tab, select the newly added bundle template. Right-click and select Download Template.
  10. Add the raw data in the template excel.
  11. In the Template Definition tab, select the newly added bundle template, right-click and select Upload. A success message is displayed stating that the file was successfully uploaded. The newly uploaded file is listed in the Uploaded Files section with the status as Successfully Uploaded.
  12. In the Uploaded Files section, the following details are displayed:
    • File Name – Name of the uploaded CSV file.
    • Download File – Link to download the uploaded file.
    • Status – A success message appears if the upload is successful. An error message is displayed if the upload is not successful.
    • Message – Count of the success or failures that occurred while uploading the file.
    • Next Action – This link gets enabled after successfully uploading the file. When you click the Next Action link, the data collection process gets started.
    • Created By – Name of the user who uploaded the template.
    • Creation Date – Date on which the file was uploaded. 
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