Importing Charges – Validation Process
The process of importing charges is very similar to Import Booking. After you’ve obtained the correct Import Charges template and filled in the required data, the next steps are to upload the file and run validation.
Navigate to the Import Records page and switch to the Import Charges & Payments tab.
In the top-right corner, click the plus (+) button and select Import Charges to open the upload dialog.
Choose your prepared file and click Upload. The validation process will begin automatically.
Once initiated, you will see a new Import Record appear on the page, with its initial status set to Validating. When validation completes, the record status will update to one of the following:
Validated – Validation was successful, and you can proceed to import the charges into the system.
Validation Failed – There are issues with the data in your file.
If validation fails, click the Download Detail button to download the error report.
Open the file, and you’ll find error messages listed in the Errors column. You will need to correct these issues, then re-upload the file and repeat the validation process.