03. Importing Mobile Money Collections

Introduction 

Mobile money collections will be imported from the Beyonic platform on a nightly basis. This article assumes your Salesforce instance has already been associated with your Beyonic account.

The following will be covered in this article: 

• A. Schedule Job to import Mobile Money Collections Daily - Once scheduled, this job fetches payment information on a daily basis at a specified time. A Collection can only be imported once.
• B. Import Collections import based on a Date Range  - Users can also manually import Collections from the Application Settings page using a date range. This can be used if you want to check for new collections ahead of the scheduled run, or for handling exceptions. 
• C. Adding Mobile Money Collections Tab to TaroWorks App - If you'd like a quick way to access the Mobile Money Collections, this section defines the steps to create a tab.

A. Schedule Job to import Mobile Money Collections Daily

1. Click Setup in the upper right.
2. Go to Build >Develop or Type 'Apex Classes' in the search bar above the menu.
3. Click Apex Classes.
4. Click Schedule Apex.
5. Fill in the details as below. Job Name must match exactly!

   Field	Value
   Job Name	MobileMoneyIntegrationJob
   Apex Class	MobileMoneyIntegrationJobSchedule
   Frequency	Weekly
   Recurs Every Week On	<Check All Days>
   Start	Today's Date
   End	Change Year to 2100
   Preferred Start Time	12:00AM

   
6. Click Save.

B. Import Collections based on a date range

1. In the App Launcher, search for "Application Settings" and click on the link as highlighted below.
2.  Click Mobile Money section.
3. Enter Created After and/or Created Before date to fetch qualifying collection records.
4. Click Import Collections.
5. Here's an example of a successful import of records email.
6. Here's an example of imported records on the Mobile Money Collections Tab.
7. If you receive a failure email, you can re-run the import or submit a ticket with TaroWorks support.

C. Adding Mobile Money Collections Tab to TaroWorks App

1.  Click Setup in the upper right.

2. On the Quick Find bar, search for and click App Manager.
3. Scroll down to TaroWorks with App Type Classic (Managed).
4. On the drop down on the right, click Edit.
5. Scroll down till you see Available Tabs. Select the Mobile Money Collections and click on Add.
6. Click Save.
7. Now from the TaroWorks App, you should be able to see Mobile Money Collections on the Menu.