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.

  1. Open Business Manager.
  2. Select Transactions > Import Transaction > Import SendSuite Transactions.
  3. Select Select File and browse to the location of the import file.
  4. 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 NameType of fieldDescription
1Account (Name)AlphanumericMaps to account name in Business Manager. Combination of account, sub and sub sub account. Can be up to 72 characters total.
2Sub accountAlphanumeric 
3Subsub accountAlphanumeric 
4Job idAlphanumericUp to 16 characters
5CarrierIntegerMDS token – up to 3 digit integer that matches the table entry in the business manager that represents the carrier. Can default to 200.
6ClassIntegerMDS 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
7DateMM/DD/YYYY 
8Start TimeHH:MM:SS24 hour
9End TimeHH:MM:SS24 hour
10Weightxxxxxx.xTotal weight of all pieces in ounces
11Base Chargexxxxxx.xxxTotal base charge for all pieces (base charge = charge of a class of service for the given weight)
12Surchargexxxxxx.xxxTotal surcharge for complete transaction for all pieces.
13PiecesintegerTotal Pieces
14Total Chargesxxxxxx.xxxTotal base charges plus base fees for all pieces
15Operator IDAlphanumericUp to 32 characters
16Transaction CodeSAlways S
17Site ID2 digit fixed number 
18Terminal IDS2A single alphanumeric letter and a single number 0-9. This becomes the workstation id.
19Meter Serial #N.A.Leave blank. Upon import it is automatically meter 0.
20Meter Ascending Register #N.A.Leave blank.
21Meter Descending Register #N.A.Leave blank.
22Special Fee 1 MDS tokenintegerMDS token – up to 3 digit integer that matches the table entry in the business manager that represents the fee selected
23Special Fee 1 $ amountxxxxxx.xxxTotal $ amount for this fee for all pieces.
24Special Fee 2 MDS tokenintegerMDS token – up to 3 digit integer that matches the table entry in the business manager that represents the fee selected
25Special Fee 2 $ amountxxxxxx.xxxTotal $ amount for this fee for all pieces.
26Special Fee n MDS tokenintegerMDS token – up to 3 digit integer that matches the table entry in the business manager that represents the fee selected
27Special Fee n $ amountxxxxxx.xxxTotal $ amount for this fee for all pieces.
52Special Fee 16 MDS tokenintegerMDS token – up to 3 digit integer that matches the table entry in the business manager that represents the fee selected
53Special Fee 16 $ amountxxxxxx.xxxTotal $ amount for this fee for all pieces.

UPDATED: October 29, 2024