Overview

The account pricing default rate can be imported for all work items associated with a team, each import only updates the data for the team identified within the data file. You need to repeat the procedure for each team where you want to import account pricing data.

The are four ways that you can import the account pricing default rate:

• Insert - this mode of import assumes that there is no existing default rate. You should import the Default Rate data first before you import the pricing bands.
• Update - this mode of import assumes that there are existing default rates associated with a team and that you want to update the existing values.
• Merge - this mode is not used with the default rate import.
• Replace - this mode is not used with the default rate import as Update performs the same task.

We suggest it is simpler to use the Account pricing manager to update the default rate.

The following procedure is common for all modes, however, the settings vary for each mode.

Create a default rate import

To import the default rate for a team use the following procedure:

1. Upload the files into Alloy, we recommend you give the files identifiable names, see Upload files for more information about uploading files.
2. Create an import item for the Default rate data file first, see Importing data, for more information about creating import items.

Configuring the import

Once you have successfully created the import item you can now configure it, see Importing data, for more information about the general process of configuration. The following procedure is specific to the configuration of an account pricing import.

1. Select step Destination to define the design and how the data is to be imported.

Complete all of the following fields:

• Design - when you select this field you are prompted to select the design that you want to import the data into, you should select the Account pricing design.
• Collection - when you select this field you are prompted to select a collection, select the Live collection.
• Mode - if you are importing data into blank tables select Insert, otherwise select Update.
• Item ids header - when you select this field you are prompted to select the header within the data that you are linking the import with, you should select the Account pricing ID.

2. Select Done to return to the Custom configuration page.
3. Select step Attributes to map the data to attributes within the design.

The system detects any attributes that match the data, in this case the Default rate is the only attribute that maps to your data, click the yellow notice to apply it. This is common in both import modes.

4. Select Done to return to the Custom configuration page.

5. Select step Parents to enter the parents links associated with the data that you are importing. This is needed to link the account pricing default rate with the team and work items.

6. Select Add parent. For the default rate data import you need to add two parents.

For the first parent complete all the fields as follows:

• Parent design or interface - select the Teams design as the data only applies to a specific team and not all teams.
• Attribute to add to - select the Account pricing attribute from the dialog.
• Header to match - select the Team ID header from the dialog as within your data that is used to match to the parent design.
• Match link by - select Item id to match the link by the team ID value.

7. Select Add when you have completed the Add parent page.
8. Select Add parent to add the second parent.

For the second parent complete all the fields as follows:

• Parent design or interface - select the Work Items interface, from the dialog as the data applies to all work items associated with the team.
• Attribute to add to - select the Account pricing attribute from the dialog.
• Header to match - select the Work Item ID header from the dialog as within your data that is used to match to the parent design.
• Match link by - select Item id to match the link by the work item ID value.

9. Select Add when you have completed the Add parent page. The two parents should be listed.

10. Select Done to return to the Custom configuration page.

Validate the import

Once you have completed the configuration you can validate it.

1. Select the Validate button on the Custom configuration page. A message appears to indicate that the import is being validated.
2. A notification appears at the top of the Item details panel to indicate that the import file has been updated if the validation has been successfully completed.
3. Select the notification to reload and refresh the browser. At this stage Alloy indicates that the status of the import item is Validated.

Committing the import

If the validation has been successful, without any Warnings or Errors, then you can commit the import.

1. With the import item displayed in the Item details panel, select the more actions button from the action bar.
2. Select the Commit button. A message appears to indicate that the import is being processed.
3. Select the notification to reload and refresh the browser. At this stage Alloy indicates that the status of the import item is Processed.

You should check the data has been imported correctly by examining account pricing affected by the import.