Add an importer

Smile charge importers define how Smile acquires invoice line items. An appropriate Importer Type is required to add an importer.

This task explains how to add an importer.

  1. Select Charge importers under Accounts Receivable on the Configuration and Tools page.
    The Charge Importers page is displayed.
  2. Click Add.
    A New Importer window is displayed.

    Figure: New Importer window

    Screenshot of the New Importer window
  3. Type a name for the importer in the Name field.
  4. Select Flexible CSV Charge Importer from the Importer Type drop-down.
    Importer Types are internally defined. For more information, contact Inomial.
  5. Click Create.
    The Configure importer page is displayed.
  6. Complete the required importer configuration fields.
    Configuration options displayed are determined by the selected Importer Type.
  7. Click Manage Scheduled Task to define when and how often the importer runs.
    For more information, see the Configuration Guide.
  8. Click Save.
    The Smile Importers page is displayed. The importer is added to the Import Results summary list.