How to upload client prepaid data?

Modified on Thu, 16 Nov 2023 at 06:34 PM

Things to follow:

  • You must create the Prepaid before uploading it to the client. [Learn more about how to create prepaid].

  • Prepaid data should consist of a prepaid ID, mobile number, principal balance, bonus balance, and expiry date.

  • Confirm that the provided mobile number has already been saved. 

  • The expiry date must be in the format (DD/MM/YYYY).


Method-1

  • In the main navigation bar on the left-hand side, click on "Settings."

  • Scroll down and find the “Data Migration Setting”. Click on "Upload Master Data."



              


  • Choose the specific segment for which you want to upload data; for prepaid, select "Prepaid."

  • Click on the "Download Template" icon near Prepaid. Download the Excel template provided.



  • Fill in the necessary details in the downloaded Excel, ensuring it includes the prepaid ID, mobile number, principal balance, bonus balance, and expiry date in the format (DD/MM/YYYY).

  • Upload the filled Excel file using the provided upload icon associated with Prepaid.

  

  


Method-2

  • Go to “Settings” in the main navigation bar on the left-hand side. 

  • Scroll down to “Modules Settings”.  Click on “Prepaid Wallet”. 


                


  • In the Prepaid Wallet, click on the “Import Prepaid” button.

   



  • Click the “Download Template” button. Download the Excel template provided.

    



  • Fill in the necessary details in the downloaded Excel, ensuring it includes Prepaid ID, mobile number, principal balance, bonus balance, and expiry date in the format (DD/MM/YYYY).

  • Upload the filled Excel file by clicking the “Import prepaid ” button to upload the Excel sheet.

    




 



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