QUESTION

Is it possible to restore billing groups that have been deleted?

ANSWER

Yes, billing groups that have been deleted can be restored. 

MORE INFORMATION

Depending on the number of billing groups affected, you can either manually re-create the groups or contact your dedicated service team to restore the billing groups in bulk. Restoring billing groups is a billable activity.  

To restore up to 20 deleted billing groups, we recommend manually re-creating the deleted groups. If you need to restore more than 20 billing groups, contact your dedicated service team.

Manually Re-Create Deleted Billing Groups

To manually re-create a small number of deleted billing groups, follow the same steps you would take to create a new billing group. For detailed instructions, see Create, Edit, or Delete a Billing Group.

Because billing history is associated with each account, deleting a billing group does not delete the billing history. When you re-create a billing group containing the same accounts as the deleted billing group, the billing history will be correct and up to date.

Restore 20 or More Deleted Billing Groups

If you need to restore a large number of deleted groups, contact your dedicated service team for help restoring the deleted groups. Be aware that restoring deleted groups is a billable activity. Your service team will retrieve the deleted data and provide you with a CSV file with data for a Billing Group Information bulk upload and a Billing Group Accounts bulk upload. These two bulk uploads must be performed simultaneously.

Follow the steps below to upload the deleted billing group information to Tamarac Reporting:

  1. Under Setup, click Upload.
  2. In Add an upload data set, select Billing Group Information and click Add.
  3. In Data Source, select Copy & Paste.
  4. In the CSV file you received from your service team, select all data in the Billing Group Information tab.
    2020-10-08_15-52-35.png
  5. Copy and paste the data into the Copy & Paste field.
  6. In Add an upload data set, select Billing Group Accounts and click Add.
  7. Repeat steps four and five with the data in the Billing Group Accounts tab.
  8. Click Upload to upload both data sets simultaneously.
    2020-10-08_15-55-23.png
  9. Click Upload Status to check for errors. The most common errors are duplicates and incorrect naming conventions. Once the uploads are successful, the deleted groups will be available in Tamarac Reporting.

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