The Balance Adjustment Import - Execute page is used to execute (run) and review balance adjustments. These imports utilize the definitions created on the Balance Adjustment Import - Design page. An import history is provided for each import definition along with import details and import error details.


TABLE OF CONTENTS


-> Go To: Point Of Sale > CUSTOMERS > Importing > Balance Adjust Import - Execute


Execute a Balance Adjustment Import Definition

1. Select an Import Definition from the list window.


START IMPORT

2. Verify the Import From File is the correct import file and the Last Modified date/time information is current to ensure you are importing the correct balance data:
If the import file is not correct, you will need to edit your import definition and upload the correct import file before executing it. Use the Related Link at the bottom left of the page to go to Balance Adjustment Import - Design to edit your definition.


3. Click Import to execute your Balance Adjustment Import Definition.


The application will notify you that you are about to make permanent changes to customer records:
4. Click Continue to continue to the preview or Cancel to cancel the import. 


The Import Preview Loading message indicates the expected wait time for the preview to load:


The Balance Adjustment Import Preview displays the total $ amount of positive and negative adjustments and the number of customers who's accounts were adjusted along with a quick overview providing the number of customer records that were Matched, Unmatched and Updated as well as the number of any errors that occurred during the import:

To see how your import will affect specific customer records, click View Pending Changes to download the preview file to open in your preferred spreadsheet program. 


5. When you are ready to commit the balance adjustment import, click Accept Import. To cancel the import click Cancel.


After accepting the import preview, you will be provided with one last option to cancel. If you are sure of applying the balance adjustments click I Am Sure, otherwise click Cancel:


HISTORY

Once the import process is complete, you'll see an update in the History section displaying the Date Imported, Imported By user and Status of the import along with the preview data:
The last 5 imports are displayed by default. Click the RANGE dropdown menu to access a larger range of imports.


IMPORT DETAILS

Import Details and Import Error Details are provided below the History:
Import Details provides access to download the Input File (this is the file used in the import definition), the Results File displaying the results of the import and the Settings File, which lists all settings used in the import definition. Click Download below the file you want to access to download it as a CSV file. 


IMPORT ERROR DETAILS

Import Error Details provides a comprehensive breakdown of every error that occurred during the import. If your import is successful and no errors occurred, as in the above example, this area will be blank. When errors do occur they will be displayed from top to bottom starting with the first row in the import file. For example:


The Record # column references the row in the import file that contains the error. 
The Error Description column provides details about the error itself.
The Erroneous Value column displays the value that caused the error. 
The Result column displays the action taken by MealTime due to the error. 


Most errors will result in a Column Rejection, where the value in the column with the error was rejected while the rest of the data in the row was imported. Occasionally, with really bad errors, a Record Rejection will occur where nothing in that row will be imported.