Friday, October 3, 2008

Importing Organization Lists into the WIN-SENSE 32

Technicians can now quickly import spreadsheets with billing class, department, extension, account, and phone number information into the Setup Organization module of the WIN-SENSE 32.

Version 2 of TEL’s WIN-SENSE 32 call accounting product gives telecom technicians the ability to import extension and department information directly from a spreadsheet.

Technicians will no longer need to enter extension information one-by-one, but can now use an automated program that will match fields from a spreadsheet or table imported from popular programs such as Microsoft Excel.

The easiest way to setup an organization is to create billing classes in the Setup Organization module and then import department, extension, and account lists from spreadsheets saved on the computer.
When creating a spreadsheet, be sure to save each spreadsheet as an individual file, such as “Accounts.csv” or “Extensions.csv”. Tables must be saved as “.csv” files before they can be imported into the WIN-SENSE 32 program.

TEL Quick Reference cards and templates found in the dealer resources section of www.tel-electronics.com can help technicians know which fields to use in their tables.

To import a spreadsheet, open the Setup Organization module and select File > Import > Department. Locate the file you want to import and click Open. The fields should automatically match, but if they don’t make sure the middle column and the right column match up. Click Begin Import to start importing.

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