Incentive Management
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      2. Relay Customer Engagement Suite
      3. Incentive Management

      Uploading a CSV File for Incentive Dispatch

      To dispatch incentives, the Utility app requires to upload a list of recipients using a CSV file. The following instructions describe the process, ensuring the file meets the necessary requirements.

      Step 1: Prepare a CSV File

      Ensure that all billkeys in the CSV file correspond to houses listed in the Utility app.

      The system uses the billkey to identify the house and associated user account eligible to receive incentives or denial messages.  Add new houses if needed. The system cannot recognize billkeys that are not present in the Utility app.

      Mandatory Columns

      Please ensure that the columns are spelled exactly how they are listed below. 

        • billkey  This is the unique identifier for each recipient.
        • amount  The incentive amount. Values in this column must be numerical.
        • action  The action to be taken, with only three valid options:
          • Approve  Send the specified incentive amount.
          • Deny  Send a denial message. A value in the amount column should be $0 or leave it blank.
          • Blank If the cell is empty, then no action will be taken.

      Additional Columns

        • A CSV file may include other columns, but the system will only process the billkey, amount, and actioncolumns.

      Step 2: Upload the CSV File

      1. Log in to the Utility app with the Incentive Manager role.
      2. Navigate to the Incentives - program details page.
      3. Upload the file by clicking on the button with an upload icon next to "Send all".
      Select the prepared CSV file from the computer.

      Step 3: File Validation

        • The system will check for the presence of the required billkey, amount, and action columns.

      Step 4: Review and Confirm

      1. After the file is successfully uploaded, the system prompts to review the incentive summary.
      2. Once confirmed, dispatch them from the program details page.

      Handling Possible Errors

      File Structure

      • The file must include the required columns: billkey, amount, and action.
      • Ensure that all billkeys in the file have associated incentive amounts.
        • The system will not accept the file if a billkey has an Approve value with a $0 amount.
        • If a customer has a $ value greater than $0 and a Deny value in the action column, it will be treated as a denial.

      Duplicate Incentives

      Ensure that each billkey in the CSV file has only one incentive. If the system detects multiple incentives for a single billkey, the upload will fail.

      Invalid Entries

      • Ensure that the action column contains only "Approve," "Deny," or is left blank. Any other values will cause the system to reject the entire file.
      • Ensure that the amount column contains only numerical values.
      • Verify that the incentive amount meets the minimum required for the incentive type:
        • $1 for prepaid cards
        • $1 for checks
        • 1 cent for gift cards

      Houses and Billkeys

      • Ensure that all billkeys in the CSV file correspond to houses listed in the Utility app.
      • Confirm that all houses associated with the billkeys are in an approved status.