Import a rate card

Rate cards are imported at the subscription level in Smile. A rate card template is required to import a rate card CSV file.

Note: Not all services or subscriptions can see the Rate cards sub-menu and import rate cards. A service's Account Configuration Form entry must be configured with svcVoiceSettlement to enable this function. To view service configuration select Service Types under Services, Ordering & Rating on the Configuration and Tools page.

This task explains how to import a rate CSV file to a subscription.

  1. Search for the subscription to which you want to add a rate card, then double-click the subscription entry in the search results.
    The subscription's summary page is displayed.
  2. On the Account Menu Tree, click the Disclosure triangle to the left of the subscription entry to view sub-menu entries. Click Rate cards.
    The Rate Cards page is displayed.
  3. Click Add...
    The Plan Schedule Item Configuration window is displayed.
  4. Complete the required options. The following fields require additional explanation.
    • Plan—Specifies the plan the rate card applies to. Select a plan from the Plan drop-down.
    • Start—(Optional) Specifies the date from which to apply the rate card. The current date is displayed by default. Click the Calendar icon to select a different date/time.
    • Replace future plans?—(Optional) When selected, specifies if the plan/rate card replaces any future-dated plan configurations.
  5. Click Continue...
    The Upload Rate Card window is displayed.
  6. Complete the required fields. The following fields require additional explanation.
    • Template—Specifies the rate card template to use to process the import file. Select a template from the Template drop-down. For more information, see Add a rate card template.
    • File—Specifies the CSV file to import. Click Select file to navigate to your import file or drag and drop your file onto this window.
  7. Click Upload.
    If no errors are detected during processing, the rate card is displayed.
  8. Click Submit.
    The rate card is submitted and displayed in the Plan Schedule Items table.