This action can be performed by these following roles:
- Call Center Manager
- Call Center Supervisor
- Support
If a customer has n= made a payment and it is appearing in the mobile provider’s portal but not in ERP.
Create a .csv file and add the payment into the system.
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And on the drop down Menu click on add transactions
- Click on Create button
- On "Provider" you select "the Provider ex: Orange mobile money"
- On "transaction import file" you click on "select" you choose the file where you saved it in your documents.
- Save - at this point the system will tell you if the file passed the validation test
5. on the top of the page you click on "process data"
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NB: The excel file that has to be uploaded has to be organized as follow:
- Date with this format (yyyy-mm-dd) ex: 2017-10-04
- Transaction ID ( should contain
- The telephone number
- The actual amount paid in the currency normally used
It has to be a CSV file
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, The actual amount must not contain "spaces or comma"
CSV File Format
- Open Excel
- Add the fields Date, Transaction ID, Phone and Amount in this order
- The Date field must be YYYY-MM-DD and the Phone number must include the country prefix i.e. 250 for Rwanda
- File > Save As > format CSV UTF8 (Comman delimited) (*.csv)
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