Importing transactions in Business Manager
You can import transactions from another program or system into Business Manager.
Products affected: Business Manager
You can import transactions from another program or system into Business Manager.
- Open Business Manager.
- Select Transactions > Import Transaction > Import SendSuite Transactions.
- Select Select File and browse to the location of the import file.
- Select Import.
If the import does not work, refer to the import requirements below.
Business Manager import format requirements
Important: All the fields must be present, including the fees, even if there is no data.
Field # | Field Name | Type of field | Description |
---|---|---|---|
1 | Account (Name) | Alphanumeric | Maps to account name in Business Manager. Combination of account, sub and sub sub account. Can be up to 72 characters total. |
2 | Sub account | Alphanumeric | |
3 | Subsub account | Alphanumeric | |
4 | Job id | Alphanumeric | Up to 16 characters |
5 | Carrier | Integer | MDS token – up to 3 digit integer that matches the table entry in the business manager that represents the carrier. Can default to 200. |
6 | Class | Integer | MDS token – up to 3 digit integer that matches the table entry in the business manager that represents the class of service. Can default to 200 |
7 | Date | MM/DD/YYYY | |
8 | Start Time | HH:MM:SS | 24 hour |
9 | End Time | HH:MM:SS | 24 hour |
10 | Weight | xxxxxx.x | Total weight of all pieces in ounces |
11 | Base Charge | xxxxxx.xxx | Total base charge for all pieces (base charge = charge of a class of service for the given weight) |
12 | Surcharge | xxxxxx.xxx | Total surcharge for complete transaction for all pieces. |
13 | Pieces | integer | Total Pieces |
14 | Total Charges | xxxxxx.xxx | Total base charges plus base fees for all pieces |
15 | Operator ID | Alphanumeric | Up to 32 characters |
16 | Transaction Code | S | Always S |
17 | Site ID | 2 digit fixed number | |
18 | Terminal ID | S2 | A single alphanumeric letter and a single number 0-9. This becomes the workstation id. |
19 | Meter Serial # | N.A. | Leave blank. Upon import it is automatically meter 0. |
20 | Meter Ascending Register # | N.A. | Leave blank. |
21 | Meter Descending Register # | N.A. | Leave blank. |
22 | Special Fee 1 MDS token | integer | MDS token – up to 3 digit integer that matches the table entry in the business manager that represents the fee selected |
23 | Special Fee 1 $ amount | xxxxxx.xxx | Total $ amount for this fee for all pieces. |
24 | Special Fee 2 MDS token | integer | MDS token – up to 3 digit integer that matches the table entry in the business manager that represents the fee selected |
25 | Special Fee 2 $ amount | xxxxxx.xxx | Total $ amount for this fee for all pieces. |
26 | Special Fee n MDS token | integer | MDS token – up to 3 digit integer that matches the table entry in the business manager that represents the fee selected |
27 | Special Fee n $ amount | xxxxxx.xxx | Total $ amount for this fee for all pieces. |
52 | Special Fee 16 MDS token | integer | MDS token – up to 3 digit integer that matches the table entry in the business manager that represents the fee selected |
53 | Special Fee 16 $ amount | xxxxxx.xxx | Total $ amount for this fee for all pieces. |
UPDATED: October 29, 2024