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Self-Service Application Guide for Oracle Billing Insight > Managing Company Information >

Use Case: Importing Company Contacts (Business Edition Only)

This use case lets an Admin or Manager import, or bulk load, a CSV file with contacts to the company address book. Oracle Billing Insight provides a preconfigured Microsoft Excel file, corporateContactsTemplate_en_US.csv, to use as a template for creating the company contact input file. The template file can also be downloaded in this use case.

Main Path for Importing Company Contacts

The main path occurs when an admin or manager clicks Import Contacts on the Company Contacts page to display the Import Contacts page.

Alternate Paths for Importing Company Contacts

No alternate paths occur in this use case.

Upload Contacts Page Elements

Table 144 describes the elements of this page.

Table 144. Upload Contacts Page Elements
Page Element
Description

Page Title Text

Upload Contacts

Import Company Contacts Module

This module displays the following elements:

  • Module title text: Import Company Contacts
  • Icon: Microsoft Excel
  • Text: CSV Template
  • Text: This option is available to Bulk Load Company Contacts.
  • Text: Uploading a CSV file to the Company Address Book will overwrite any existing entries.
  • Text: Please download the Comma Separated Values (CSV) template provided. In this file you will need to provide the following attributes: Alias, First Name, Last Name, Contact Type (Business/Personal) and Service Number. (Service number has to be entered in the exact format as it is displayed within the analytics reports.) When completed save this file locally by providing a file name, and a file type of CSV (comma delimited) (*csv)
  • Text and blank field for data entry: * File Field
  • Button: Browse
    Action: Displays the Choose File to Upload dialog box.
  • Button: Submit
    Action: Imports the contacts.
  • Button: Back
    Action: Displays the Contacts page.
  • Text: *Required Fields

    
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