How do I upload a Rate Card?

Overview

This guide will explain how to upload a Rate Card using the excel uploader into the SCOPE Better platform. Rate Card upload is a scope feature that allows users to upload one or multiple Ratecards from an Excel file.

Prerequisites

1. You must be signed in to your SCOPE Better Account.
2. You must have the right 'User Permissions' enabled on your account.

Step-by-Step Instructions

Step 1- Head to Manage -> Rate cards page 

1. Click Manage
2. Click Rate Cards

Step 2- Select 'Upload Rate Card'

1. Click '...' on the right hand side next to 'Add Rate Card'
2. Click 'Upload Rate Card'

Step 3- Generate Template

1. Select 'Generate Template' to download excel file

Step 4- Complete Excel File

1. Add Rate Card Name
2. Add Currency
3. Add Rate Card Departments
4. Add Rate Card Roles
5. Add Rate Card charge out and cost Rates

6. Save File

   

Step 5- Upload Rate Card

1. Click 'Browse'
2. Select Excel file
3. Select 'Validate'

Step 6- Confirm Upload

1. Click Upload

Trouble Shooting

Issue: File won't Upload

Solution:

Note: all fields are required.

• All roles should be grouped by the department (do not duplicate department name in the Department name column)
• Different Ratecards should be on separate tabs in the excel file 
• The format cannot be changed otherwise the upload will fail 

 'Instruction Manual' link will redirect the user to a page with upload instructions

In the case of any invalid or missing data in the upload file, you will see the option to download the validated excel file. 

This download will highlight all missing or invalid data according to a colour code (pictured below). All highlighted data should be updated and then the file can be re-uploaded back into the scope system.