Import Adobe Sign charges into PCR-360

Import Adobe Sign charges into PCR-360

On the 5th of each month, Jira automation creates a Task for SMO →

1. Export billing report from Adobe Sign: Reports > Switch to Classic Experience > Create a new report > Set Creation Date to Last Month > Run Report

2. Save Report (using a name containing the scoped month/year), then Export report data

   1. Wait a bit while report is generated, go back to main Reports screen, reload, will appear under My Export Report Data

3. Download the CSV formatted report

4. Use Excel to clean up the report to remove rows that don’t represent billed transactions from Adobe Sign

   1. Open CSV in Excel and Save As Excel Workbook

   2. Create new column A

   3. Search for the Recipient 1 Role column, and replace AO with it in formula below if it’s not AO

   4. Copy formula =AND(G2=W2,X2="",AO2="FORM_FILLER") into cell A2

      1. (TRUE locates Self-signed Fill and Signs, which we want to remove from the list because they are not charged as transactions.)

   5. Copy cell A2 to entire column A

   6. Select whole sheet, then Sort & Filter > Filter

      1. Filter on new column A, including only FALSE (This removes Self-signed Fill and Signs)

      2. Filter on Agreement Status, including only Canceled, Completed, Expired, In Process (These are the only statuses that are charged, so we want to remove all others from the list)

   7. Find & Select > Go To Special > Visible cells only

   8. Copy and Paste selected rows into a new Sheet

   9. Save the document (preserving your changes in the Excel Workbook version)

   10. Save As a new CSV UTF-8 file (containing just the new Sheet, which is just the filtered rows we want to bill)

5. Import into PCR-360 (Admin > Imports / Exports > Import Files > Import Files)

   1. Test import: Upload File(s) > search for “adobe” in Import File Format > Test Import File > select filtered file

      1. Wait a bit while file is processed, watch for green checkmark under Processed & total rows under Added Count

   2. Real import: Upload File(s) > search for “adobe” in Import File Format > Upload Import File > select filtered file

      1. Wait a bit while file is processed, watch for green checkmark under Processed

(In the future, the adobe-sign-rebilling automation may be used to perform this procedure automatically each month.)

See https://portlandstate.atlassian.net/wiki/spaces/ITKB/pages/1603601615 if you have questions about the logic used to exclude transactions in step 4.