You offer your clients a wide range of solutions besides Microsoft or Google products. You want to make sure these licenses are also billed as efficiently as possible.
If you are able to obtain licensing information from your vendor in a CSV or Excel file, you can sync this information to your PSA contracts as well!
It’s easy, upload once and configure the product mapping once.
The idea behind the “Generic vendor import” is that you can use any form of tabular data, upload it to Zomentum Connect, map your customers and be done with it.
This guide will show you how to do just that.
Log into Zomentum Connect (ZC) and click on the import button (1).
Next, you select the CSV/XLS file you want to import. (2)
If you already have an existing vender, select it from the list, or in this case, choose ‘Create a vendor’ (3)
When creating a vendor, you’ll need to set a few parameters (4).
Type: Either the data is License Based Billing (UNITS,Services, subscriptions, licenses) or it’s Consumption-Based Billing (Charges (Azure,Google Cloud,Voip)
An example for consumption based billing or one time charges would be the charge of a service
License based Billing does not only apply to licenses.
For instance, it can be the amount of users for a specific service.
Next will give the vendor a unique name.
Usually your CSV/XLS file will have the first row as a header, if that’s the case, leave the checkbox marked. (5)
Tell ZC which separator is used; comma, semicolon or tab.
If you experience problems with the import, you might want to change the Character encoding,
but leave it on UTF-8 for default to start with.
To continue, click the Import data file button.
On the next screen we’re going to map the data from the file to the corresponding fields.
If we look at our demo data, we notice that we have 3 columns, Customer, Count & Type.
The import wizard requires at all the boxes are checked before you can continue:
So we need the customer Name, customer ID, Product Name, SKU or ID, and the license count.
We’ll map the customer column with Customer name AND Customer ID:
Next we’ll need to map the count column, and we’ll use the option License count for that.
Leaving us with the Type column:
Again, since we don’t have a separate column with an ID, we’ll mark both boxes with the type.
Once everything is checked, the “Preview import” button will be activated.
We’ll see an overview of what is about to be imported.
You’ll have the option to Exclude certain lines if you want to.
Click the import button and wait till the import is complete.
As you can see, the import was successful, but we still need to link the customer to the correct PSA contract.
