Download Smile account data and compare to Salesforce

Download all Smile Account USNs and some related data into a CSV from Smile and compare to the data displayed in Smileforce.

This task explains how to download a CSV from Smile.

  1. In Smile, go to Configuration and Tools.
    The Configuration and Tools page is displayed.
  2. Select Services and Plans under Services, Ordering and Rating.
    The Services and Plans page is displayed.
  3. Select System Services from the Show drop-down. Screenshot showing the Services and Plans page
    The service list is updated with system only services.
  4. Click View to the right of the Account entry.
    The Account Service Billing tab is displayed.
  5. Select the Settings tab. Click Users at the bottom of the page.
    The Service Users page is displayed. Screenshot showing the Services Users page
  6. Click the disk icon at the bottom of the page to download a CSV.
    Note: If you need more information than provided in the download you should consider extracting the data required from Smile using Smile’s public schema.
    A CSV file is downloaded to your default directory.
  7. Compare the Smile CSV data against your Salesforce account data:
    Option Description
    Manually Load a Smile account USN in Salesforce and compare the email address on the CSV.
    By third party application Use a tool, such as Data Loader for Salesforce. Search for data loading tools on Salesforce AppExchange