Bill CSV import

The Bill CSV Import adapter allows you to import a large amount of bills into IEE all at once from a comma-delimited file. Typically, you use this import adapter during the initial IEE system installation and configuration, then schedule this to run regularly.

Use the following procedure to configure a task template:

  1. Go to System Operations > Task Management > Task Templates.

  2. Use the dropdown menu to select the Task Type and Task Template. (Click Add to create a new task template. For more information, see Adding task templates.)

  3. Configure the Task specific parameters. These parameters are defined after step 5 of this procedure.

  4. Configure the Common task template parameters. For more information, see Task template parameters.

  5. Click Save.

Task specific parameters:

ClosedOriginal Task Object ID

The original object ID for the task, if different. You may ignore this field. It is deprecated in IEE.

ClosedBackup File

Defines the file path to a directory where IEE creates a backup file of the readings as it imports them to the database. Enter the directory path where IEE writes the backup reading files.

ClosedImport Directory

Defines the folder that IEE monitors for incoming files. IEE automatically schedules files that arrive in this directory for import. You define the paths to default import directories in the IEE System Administration workbench. When configuring the import directory parameter in an import task template, enter the file path to the directory that IEE monitors for import files specific to this task. This parameter supports standard IEE macros. Reference as ($ImportDirectory) when configuring a task.

ClosedFile Mask

Defines a file extension or a partial file name that IEE uses to monitor import directories and create export files. Enter a file mask such as .xml when configuring an import or export task template. When a file arrives in the import directory, IEE automatically schedules the file for import if it matches the mask. IEE ignores files that do not match the file mask. When creating an export file, IEE appends this mask to the file name.

ClosedOwner of Import Tasks

Defines the user ID associated with a task. By default, this field populates with the user currently logged into IEE.

ClosedSkip Bill if Bill Period Matches Existing Bill

Determines whether to skip an importable bill based on the bill's period. Select True to skip the bill. Select False to import the bill.

ClosedSkip Bill if Start/End Dates Match Existing Bill

Determines whether to skip an importable bill based on the bill's start/end dates. Select True to skip the bill. Select False to import the bill.

ClosedSkip Bill if Bill Date Matches Existing Bill

Determines whether to skip an importable bill based on the bill's date. Select True to skip the bill. Select False to import the bill.