Siebel Order Management Guide Addendum for Communications > Telco Subscription Management in Open UI > Tasks Using the Action Launchpad >

Using Bulk Onboarding of New Subscribers

Bulk onboarding allows communication service providers (CSPs) and their partners to add phone lines, in batch, for a number of their customers. For large corporations, batch size can be very large. Typical batch size is around 200. Without this bulk onboarding process, CSPs and their partners would have to spend time going through multiple clicks to onboard their customers.

To use bulk onboarding

1. From the Action Launchpad menu of the Customer Dashboard, select Bulk Onboarding.

   The Enter Phone # view appears.

2. If you want to enter the phone lines directly in this form, then click the + icon and add the order lines here.
3. If you want to drag and drop the phone lines into the form, then:
   1. Open the Excel spreadsheet that contains the order.
   2. Select the rows and columns that contain the order.

      NOTE:  You must select the column heads as well as the data in the columns, and the names of the column heads must be the same as the names of the fields in the Siebel application.

   3. Hover over the edge of the selection until you see the cursor change to a symbol with four arrows.
   4. Drag the rows from the Excel spreadsheet into the Bulk Onboarding form.

      When you release the mouse button, the contents of the cells are moved to the Siebel application. If you want to retain the data in Excel, select Undo or use the shortcut Ctrl+U.

4. To generate the order, click Submit.
5. If there are any errors, correct them and resubmit the order.

   If there are errors, such as a customer name that is not in your database or information missing from a required field, then the Siebel application displays an error message next to each field with an error.

6. When a page appears summarizing this order, you can click View Order to view the order.