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 > 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 file

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

   1. Create new column A, copy formula =AND(G2=V2,W2="",H2<>"Default Group",BQ2<>"FORM_FILLER") to all rows

   2. Select whole sheet, select Advanced Filter

   3. Filter on new column A, including only FALSE

   4. Filter on Agreement Status, including only Canceled, Completed, In Process

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

   6. Copy and Paste selected rows into a new Sheet

   7. Save As new CSV file (containing just the new Sheet, 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.)