Rates
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      Importing and Exporting Rates

      When creating new rates or updating current rated tables, rather than updating one by one under service rates you are able to Import and Export Rates within excel speeding up the process

      Import - This is where you can import a rates table to update all figures at once

      Export - This is where you can export an excel with all current rates associated within that table so you can update with ease.

      Within this window. You are able to import/export the following individually

      • Service Rates

      • Allowance Rates

      • Allowance Product Codes

       

      Please note you your import is 5000 rows within Excel only

       

      EXPORTING RATES

      1. Please select the rate table you need to then click “Export Rates”

      2. Click Yes

      3. Always save onto your C Drive - See below as an example

      4. Save - then wait for this to occur then you can go an open the file

      IMPORTING RATES

      1. Select the Rate Table you want to update the rates for and select Import rates

      2. Select your excel and click Open

      3. Wait for it to say Successful upload and review within Service Rates