Dial Customer Solutions Internal CS Wiki

You've loaded an old revision of the document! If you save it, you will create a new version with this data.

====== How to add recent chargebacks to the CB spreadsheet ======

We need to update the CB sheet every day and let ADMIN Uknow when it is ready for processing. They will follow the instructions from our wiki to blacklist the customers and cancel their subs.

**CB Tracker**- https://docs.google.com/spreadsheets/d/1-KgIp3zvmE36_XG_ZaSzOfwlGM41yKIMKXndItkOJbw/edit

**CB911 Login** - https://clients.chargebacks911.com/login

To update the CB Sheet:

1. Open the CB Tracker sheet in a new window. Make sure you are in the Details tab and 
2. In a separate window or tab, login to Chargebacks911 as **user cbmanager / KetoGarcinia2021!**
3. Click Chargebacks > Chargebacks.

4. Click Advanced Search.
5. Set Cycle to First Chargeback and click Search.

6.Click Export All.

7. Open the file in Excel. You will need to expand the Post Date and Trans Date columns to prevent the values ` from appearing as ######.

8. Select the Chargeback ID column (column A) and click Sort & Filter > Sort Smallest to Largest.
 
9. Match the last Chargeback ID from the CB Tracker sheet to the record in Excel. Delete that row and prior ones so we are only left with the new records.

10. Highlight the remaining data, except the headers on row 1, and CTRL-C to copy.

11. Switch back to the CB Tracker sheet and click into the next free cell in Column G.

12. Click Edit > Paste Special > Paste values only.

13. The sheet is now ready for processing.

Edit summary

Dial Customer Solutions Internal CS Wiki

User Tools

Site Tools

Page Tools