Test your imported data in your playground

This article provides a step-by-step guide on testing your imported data in Playground. By following these instructions, you can make sure that your data is ready for approval by a Training and Implementation Manager and can be imported into your Live account.

General guidelines

• Depending on the size of the import, you may not have the time to test all of your data. However, we recommend testing at least 20 separate lines of data for each import type. As an example, if you imported gift cards and members, you should be testing 20 imported memberships and 20 imported gift cards.
• It’s your responsibility to test, confirm and approve imported data in Playground. If issues are found after your Training and Implementation Manager imports the data into you Live account, ROLLER won’t be able to delete and re-import.

Test gift cards

Check if the first and last name is correct

1. From ROLLER POS, go to Search > Gift card tab.
2. Search for the gift card using the first and last name.

Check that the gift card ID is correct

1. From ROLLER POS, go to Search > Gift card tab.
2. Search for the gift card using the gift card ID.

Check the expiry date and remaining balance is correct

1. From ROLLER POS, go to Search > Gift card tab.
2. Search for a gift card using the first and last name or gift card ID.
3. Check the expiry date and remaining balance is correct.
   
   

Check that you can redeem a gift card

1. From ROLLER POS, add an item to your cart as if you’re putting through a sale.
2. Continue to the payment screen.
3. Select Gift card as the tender type.
4. Enter the Gift card ID.
5. Select Tender.
6. The gift card is valid if it allows you to proceed to the screen where you complete payment.
   
   If the test is unsuccessful the error message in POS should indicate why.
   
   

Test stock Items

Check that you can search for the stock items

1. From Venue Manager, go to Products > Stock.
2. Select the Search field.
3. Type the name of your stock item.
4. Try searching both the product name and variation name.

Test scanning a barcode in POS

1. From ROLLER POS, select any item from the left-side POS menu.
2. Scan the barcode using a supported 2D barcode scanner.

Check the correct price, tax amount and quantity is applied

1. From Venue Manager, go to Products > Stock.
2. Select the stock item you’re testing to see the settings.
3. Check that the correct price, tax rate and quantity have been applied.

Test future bookings and tickets

Check if the booking total, payment status, ticket name and validity is correct

1. From Venue Manager, select the Search field at the top of the left-side menu to access the global booking search. Or select the search icon at the bottom of the left-side menu.
2. Search for the booking using the booking name or booking ID.
3. Once a successful result is returned, select the booking to open it.
4. Go to the Items tab.
5. Select one of the items.
6. Check the item holder names, validity, payment status and booking totals are correct.
   
   If a booking has one item, then the product cost will equal the booking cost. Otherwise the booking cost will be the cost of all items within the booking combined.
   
   

Check if the Ticket ID is searchable in POS

1. From ROLLER POS, go to Search > Bookings tab.
2. Search using the ticket ID.

Check that tickets have the correct tax rate, booking date, session time and resource/s

1. Find a booking ID that should contain a session time or resource.
2. From Venue Manager, select the Search field at the top of the left-side menu to access the global booking search. Or select the search icon at the bottom of the left-side menu.
3. Search for the booking.
4. Once a successful result is returned, select the booking to open.
5. Go to the Order tab
6. Check the tax rate, booking date, session time and resource is correct.
   
   

Test fixed and recurring billing memberships

Check if the booking total, payment status, ticket name and validity is correct

1. From Venue Manager, select the Search field at the top of the left-side menu to access the global booking search. Or select the search icon at the bottom of the left-side menu.
2. Search for the booking using the booking name or booking ID.
3. Once a successful result is returned, select the booking to open.
4. Go to the Items tab.
5. Select one of the items.
6. Check the item holder names, validity, payment status and booking totals are correct.
   
   
   • Validity should say “Ongoing” for recurring billing memberships.
   • If a booking has one item, then the product cost will equal the booking cost. Otherwise ,the booking cost will be the cost of all items within the booking.

Attempt searching a membership and redeeming a membership (if applicable)

1. From ROLLER POS, go to Search > Members tab.
2. Search using the membership ID.
3. Select the Redeem membership button.
4. From the POS menus, select an item this member should get a discount for.
5. This should automatically apply the membership discount to the cart.

Check that members name, email, validity status and membership product is correct

1. From Venue Manager, go to Guests > Members.
2. Check that members names and emails have been added, and check that the correct membership product and status is associated with the membership.

Check the correct tax amount is applied

1. From Venue Manager, go to Guests > Members.
2. Search for the member you’re testing.
3. Select the membership.
4. From the slide-out panel, select Go to booking.
5. Go to the Order tab.
6. Check that the tax amount is correct.

Check next payment date is correct (recurring billing memberships only)

1. From Venue Manager, go to Guests > Members.
2. Search for the member you’re testing.
3. Select the membership.
4. From the slide-out panel click Go to booking.
5. Go to the Payment tab.
6. Check that the next payment date is correct.

Test waivers

If you haven't yet prepared a CSV file to import signed waiver data, refer to the guide Prepare a CSV file for importing signed waiver data.

Check if the name, DOB & expiry date is correct

1. From Venue Manager, go to Guests > Waiver holders.
2. Search for the waiver holder you’re testing.
3. Make sure that fewer than 5,000 records have expiry dates set to be the same date to remain under the daily ROLLER email cap. 

Search waiver names in the POS

1. From ROLLER POS, go to Search > Waivers tab.
2. Search using the waiver holder first and last name.

Check that parent waivers are connected to the correct minor waivers

1. From Venue Manager, go to Guests > Waiver holders.
2. Find a minor’s waiver.
3. Check that the minor name is connected to the correct Signed by name (parent waiver).