NowaCRM Subscriber Import and RADIUS Cutover (Onboarding)

NowaCRM Subscriber Import and RADIUS Cutover (Onboarding)

1. 01

   Create the client tenant and set the ISP profile

   Open the NowaCRM admin panel, create the tenant for the ISP client, and fill in the ISP profile (legal entity name, GSTIN, billing address) before any subscriber data lands. GST-compliant invoicing pulls from this profile, so a wrong GSTIN means every invoice in the first cycle has to be reissued.

2. 02

   Register NAS devices and confirm FreeRADIUS reachability

   Add each MikroTik, Cisco, or Huawei NAS device with its connection credentials, then verify the FreeRADIUS AAA handshake returns an accept for a test PPPoE account. Do not import subscribers until at least one device authenticates cleanly; a failed handshake after import makes it impossible to tell bad credentials from bad subscriber rows.

3. 03

   Map the subscriber CSV to NowaCRM fields

   Prepare the CSV with connection details, billing history, and KYC documents, then map columns to NowaCRM's subscriber schema. Flag rows missing a plan assignment or a KYC document and hold them back rather than importing partial records that will fail at first invoice.

4. 04

   Import subscribers and assign broadband plans

   Run the CSV import, then assign each subscriber to a plan package in the billing portal so recurring invoicing and bandwidth policy both attach. Spot-check 10 accounts against the source list for plan, IP, and billing cycle before releasing the batch.

5. 05

   Configure GST invoicing and UPI collection

   Set the invoice numbering sequence, tax treatment, and due-date rules, then connect the payment gateway credentials (UPI, Razorpay, or Paytm) the client supplied. Run one live test invoice end to end and confirm the payment posts back to the subscriber record.

6. 06

   Turn on dunning and ticketing

   Enable the automated dunning sequence so overdue accounts get reminders before service suspension, and confirm the ticketing module routes subscriber complaints to the client's support queue. Agree the suspension grace period with the client in writing before this step goes live.

7. 07

   Hand off dashboard access and run one billing cycle together

   Create staff logins for the client team, walk them through monthly billing cycle management, and sit through the first full invoice run with them. Handoff is complete when the client has issued, collected, and reconciled one cycle without agency intervention.