How it Works

The Import to Lime

1. EDP exports csv files regurlarly
2. Lime goes through every row in the files and checks if the item has been updated since last time it was read.
3. Lime updates or creates the items in lime
4. a successfully processed file is moved to 'imported' and any rows that could not be imported are saved in a file in the folder 'failed'.

   path to EDP files
   │   LimeKund_20220103.csv    
   │   LimeAnlaggning_20220103.csv    
   │   LimeTjanst_20220103.csv    
   │
   └───imported
   │   │   LimeKund_20220102.csv    
   │   │   LimeAnlaggning_20220102.csv    
   │   │   LimeTjanst_20220102.csv    
   │   │
   │   
   └───failed
       │   LimeKund_20220101.csv
       |
   

Set Contract Status

Contract status is calculated based on service's dates. (A contract is a limetype that collects services based on utility) 1. A contract is considered Active if there are active services currently. 2. A contract is considered Inactive if there are no active services.

Set Customer Status

Customer status is calculated based on contract statuses. 1. A customer is considered Active if there are active services currently. 2. A customer is considered Inactive if there are no active services. 3. A customer is considered a Former customer if it has had active services.

Handle expiring services

When the enddate of a serice is reached, the status calculations of contracts and customers are triggered. 1. A customer is considered Active if there are active services currently. 2. A customer is considered Inactive if there are no active services. 3. A customer is considered a Former customer if it has had active services.