This guide explains how to use the bulk import feature on Spenza to manage inventories. This feature streamlines the process of managing large volumes of data, making it easier and more efficient to keep track of all your resources. Spenza keeps a record of phone lines, users, devices, collections, and subscriptions related to your business.
To upload this data, follow these steps:
Step 1: Navigate to the respective page for the data you want to upload. This ensures you are in the correct section to manage your specific type of data.
Step 2: Use the Import option to add a CSV file for bulk import. This method allows you to quickly and accurately upload large datasets without manual entry, saving time and reducing errors.
Step 3: For phone lines, you may need to select the appropriate mode.
If you have a list of ICCIDs for phone lines, and optionally, the activation code, and if they all belong to the same operator network, choose the Fast mode.
Select Standard Mode if the phone lines contain all details such as phone number, device, source, and more. This mode is ideal for comprehensive data uploads where all necessary information is included in the CSV file.
Step 4: Drag and drop to match the CSV columns with the provided fields. This step ensures that all data is correctly mapped, preventing any misalignment or data loss during the import process.
Phone lines, users, devices, and subscriptions can be uploaded in a similar manner on their respective pages.
Users and phone lines will automatically group under the department name you provided during the entry, along with the specified spend and data limit, within the Collections section. This organizational feature helps in maintaining clarity and structure within your inventory management.
Step 5: Once perfectly matched, click on Next, followed by Finish to finalize your upload. This confirms that all data has been correctly mapped and is ready to be imported into the system.
To monitor the status of each file upload, follow these steps:
Step 6: Navigate to the File Store in the Expense Management section. This section provides a centralized location to track all your uploaded files.
Step 7: Here, find all the files with the upload status for each file. Download this file for further information using the Actions button. This allows you to keep a record of your uploads and ensure that all data has been processed correctly.
This is how to manage everything in one place with Spenza and receive notifications by email when any changes are made. This streamlined process not only saves time but also ensures accuracy and efficiency in managing your inventories and subscriptions. By following these steps, you can maximize the benefits of Spenza’s bulk import feature, keeping your business operations smooth and organized.
