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.

For more technical information about bulk onboarding, see TOUI BOB Submit Process Workflow and TOUI BOB Cancel Process Workflow.

The drag-and-drop method of bulk onboarding described in the following procedure is enabled by default. It is enabled by the following Applet user properties, and it can be disabled by changing these user properties: ClientPMUserProp = EnableDragAndDropInList and EnableDragAndDropInList = FALSE.

NOTE:  Accounts and contacts are not created by the bulk onboarding process. Accounts and contacts must exist before phone numbers can be assigned to them.

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. You must have columns labeled Phone Number, SIM#, Contact First Name, Contact Last Name, and Due Date.

   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. Apply products to phone numbers:
   1. In the Enter Phone # list, click check boxes to select rows.
   2. In the Products list, select the product that applies to these phone numbers.
   3. To apply the product to the phone numbers, click Apply to Selected.
   4. If necessary, repeat Step a through Step c to apply different products to different phone numbers.
5. To generate the order, click Submit.

   The Siebel application generates a single order for all the selected phone numbers including all the changes you have made.

6. If there are any errors, correct them and resubmit the order.

   If there are errors, such as a missing SIM# or Tariff, then the Siebel application displays an error message.

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