Billing Account Import
You can import billing account CSV data for a customer. For more information about billing accounts, see Creating Billing Accounts.
You must set up a billing schedule before you can import billing account data. To set up a billing schedule, go to Lists > Accounting > Billing Schedules > New, type a schedule name, provide the initial amount, recurrence frequency, and recurrence count, and click Save. For more details, see Billing Schedules.
Billing Account Fields
To prepare billing account CSV data for import, make sure that your CSV file includes the following fields. They are required for a successful CSV import.
-
External ID – Used as a unique identifier for the record. You can specify any value that has not been used as the External ID in previous CSV imports. This field is preferred but not required.
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Customer – Customer that will use this billing account.
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Name – Account name.
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Billing Schedule – Billing schedule name.
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Start Date – Date when the billing account will start to be used.
To learn about other supported fields, see billing account.
CSV File Example
The following table provides an example structure for a file to import billing account data.
|
External ID |
Customer |
Name |
Billing Schedule |
Start Date |
|---|---|---|---|---|
|
BACCT001 |
Nelson Muntz |
Nelson Muntz - Billing |
Monthly Billing |
11/10/2015 |
|
BACCT002 |
Oliver Equipment |
Oliver Equipment - Billing |
Monthly Billing |
11/11/2015 |
|
BACCT003 |
Travis Gilbert |
Travis Gilbert - Billing |
Monthly Billing |
11/12/2015 |
|
BACCT004 |
Eckler Leasing |
Eckler Leasing - Billing |
Monthly Billing |
11/13/2015 |
For more information about using the Import Assistant and importing CSV records, see Importing CSV Files with the Import Assistant and Guidelines for CSV Import Files.