Royalty import ############## Rights imports enable to upload any royalty file from a PRO or sub publishers .. image:: importdroits_accueil.png Concept ======= The rights are linked to a ** rights provider **, called ** third party ** in Le Sage. When importing the file, you must know the issuer in order to indicate it in Third Party, as well as choose the appropriate filter. The filter is named after the rights provider. A third party may have several types of files. For example, there are two filters for SACEM, for example one for .XLS files and one for .CSV. If you can not find a filter matching your rights provider, please send us the file with the name of the supplier. Unlike catalog imports, the import of rights is done in two stages to allow you to manage the time allocated to matching: - the preimport - lettering Preimport ========= .. image:: importdroits_selection_filtre.png 1. Indicate the third party 2. Select your file to upload 3. Choose the appropriate filter (the latter can be preconfigured in :ref:`configurationdusage`) 4. Next .. image:: importdroits_options.png 5. Rights Dates: Allows you to force a reception date on all imported lines. 6. Currency: if nothing is entered, the currency will be the Euro. 7. Share to keep: 8. counter-value : this is the amount actually received, in euros. 9. Force on a condition: by indicating a condition you can indicate that these lines are subject to the selected condition that will have to be found in the royalties in order to explain the repayment. 10. Forcing a tag on rights: Forcing a rights tag creates a rights-based condition to pay for the rights you have imported. 11. Next .. image:: importdroits_etatdavancement.png 13. If an error message appears and the file scan remains stuck, please send us a screenshot, the file being imported, and the filter you selected. The files of your rights providers can change and the filters must be adapted accordingly. If no filter exists send us your file and we will take care of creating one. .. image:: importdroits_compterendu.png 14. A summary of the number of rows imported as well as the amount in the file appears. ActiveZone is the area used in the filter to import this data. It is important to ensure that the amount found matches the amount indicated in the PDF file sent by your rights provider. Otherwise, do not hesitate to contact us to make sure that it is not an error in the filter but an error in the file sent by the third party. By double-clicking on it you'll be able to look at the rights imported in detail. .. image:: importdroits_compterendudetail.png 15. Next Matching ======== The import of rights at this stage is not complete. You can not analyze them, print out your statements, nor view them. Matches must be established between the imported rights and Le Sage database. To do so you have to go to the list of imports. .. image:: importdroits_listeimports.png 1. The import line will be red, meaning that the rights received are inoperable. 2. The indicated state (boxed in red) summarizes the matches to be carried out for this import in order to be able to transfer, analyze, extract the collected royalties. In the example : 1/10/1/966 has to be read : 1 types of rights / 10 families of rights / 1 territory / 966 works without matches. 3. To start matching, double click on the import line. Matches are always as follows: 1. The 1st column is the information from the file 2. the 2nd: the application of the new match column. It materializes the effectiveness of the match. 3. New match: choice in Le Sage of the match going with the information of the file. 4. The action to apply transforms the choice of a new match into a match found. .. image:: importdroits_correspondances_tdd.png 4. The box at the bottom indicates the missing matches. **5 tabs :4 types of matches and 1 list ofcreated works.** 5. The types of rights are mandatory for the treatment of rights. They make it possible to know how the amounts collected must be payed out. The columns 6. 1rst tab : Types of rights - type in the file: these are the types of rights entered in the imported file - saved match: This column fills when the new match column is filled in and you have pressed apply. - New match: type of right available in Le Sage database In the example: In the SACEM distribution is indicated PHONO, the Sage proposes Domestic mechanical to match. If I agree with that, I press Apply. .. image:: importdroits_correspondances_tddvalidé.png The * match saved * column is now filled in, the match is done, and the match status shows 0 unmatched types of rights. 6. 2nd tab: Family of rights .. image:: importdroits_correspondances_fdd.png Families of rights provide more specific information on the source of rights. This will translate the information taken from the file into understandable words for your beneficiaries. Families of rights are optional and do not block the exploitation of rights if no match is done. In order to add a new family of rights, enter in the "new match" column the family of rights to be created in the Sage. Once all lines are filled in, press apply. The match found column will fill in. The families of rights can be found in: ref: `configurationdusage` ** families of rights ** They are editable here after their creation. A drop-down menu, once families are created, will be available in New Match. 7. 3rd tab : Territories Just like families of rights territories are optional. Some files provide tisn numbers. In this case press apply and countries will automatically fill in "match found". If the file indicates partial information such as BE for Belgium it is possible to press Guess and Le Sage will be able to find the corresponding countries. If it does not find or is wrong in the new matching column, a drop-down menu will list all the countries for you to select the right one. .. image:: importdroits_correspondances_territoiresvalidé.png 8. 4th tab : Works matching .. image:: importdroits_correspondances_oeuvres.png In this example we notice that 7 works are without match. 1. Begin by establishing already known matches: Sage will analyze the codes related to the works: if the codes in the file match the codes in Le Sage, the rights will automatically be associated with the works. 2. If works have not found matches after the first analysis, you need to press on "Start works match" 3. This phase allows you to match, create new works or postpone the match until more information from your supplier. .. image:: importdroits_correspondances_oeuvresDC.png 4. Start maching : **1** Title from the import **2** Your database Le Sage features a highlighted title that could be a possible match. It is based on the spelling of the file title. If you have several homonymous titles, you will have to look for more information than just a title in the file (names of the songwriters). - click on * create a work * if it is not present in the Sage - select the work and press * OK * to match - or press * pass * if you want to wait for this work to retrieve more information from the provider. Warning: it is possible that the incoming title has no determinant and that the work is already present in the Sage. Once all the works matched / created, a summary of the matches appears in the ** matched works ** tab. It is possible to delete a bad match. In case of cancellation the work will remain without any match. To re-assign the correct match or create the work, press "Start Match". The works created during the import will be listed in created works. The rights will be inoperable and visible in "View".