CSV Importing
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      1. Gradient Support Center
      2. Reconcile™
      3. CSV Importing

      Creating and Managing CSV Import Profiles

      How to use CSV profiles to streamline billing reconciliation with Gradient MSP.

      In just a few steps, you can import CSV Vendor Usage Reports. 

      Upgrade to pro, then Drag and drop your CSV directly into the Reconcile™ billing module, map your data and begin reconciling! 

      CSV is a Reconcile™ Billing Pro feature and includes unlimited CSV profiles. 

      CSV File sizes are limited to 5MB. Please contact support if you require a larger import. 

      Create a Vendor CSV Mapping Profile

      1. Configure an Import Profile
      2. Confirm Header Row & Columns
      3. Map Accounts
      4. Map Services
      5. Confirm Import
      6. Reconcile

      Once you reconcile a service card for the month, it will not reappear.  If you do a second import, only cards with new values will display. 

      Once you have set up your import with Synthesize, we will remember your previous settings allowing you to upload the latest CSV and reconcile the changes monthly. 

      Before uploading your CSV usage each month, it is recommended to perform a PSA Sync. This will ensure that your PSA usage is accurate.

       

      Step 1: Configure an Import Profile

      1. From the Billing or Vendor Integrations pages, select the Imports button. Imports Button
      2. On the imports page, you will see any existing profiles on the left and can create a profile on the main portion of the screen.
      3. Drag and drop a CSV into the import tool - or click on the tool to load the file explorer. 
      4. Give your import profile and name.
      5. Select the vendor or distributor associated with the CSV. If the vendor you're uploading does not exist, contact Support to add them.
      6. Press Continue 

      CSV_profile_creation_and_editing_page

        Aggregate service quantities: If selected, the import tool will Aggregate (sum) the unit counts for the Invoice Items that share the same SKU and update the total quantity in Gradient to this sum.

        Step 2: Confirm Header Row & Columns

        Keep the pre-selected header row, or select a new row of your choosing

        Select_header_row_options

        Match the columns

        CSV_Header_Confirmation_examples

        Review the Imported data

        Review_Header_Row_options

        Press Next to proceed to Account Mapping.


        Step 3: Map Accounts

        1. Drag and drop the PSA accounts from the left to the import file on the right.
          1. You will notice we auto-matched any accounts that are exact. You can easily find and match the remaining accounts by using the filter bar or clicking the filter icon to the right of the card. 
        2. Once you have mapped all accounts, press Next. 
        Account_mapping_screen_with_PSA_and_Vendor_accounts_visible

        Step 4: Map Services

        1. Drag and drop your service(s) on the left to the import file list on the right. You can easily find and match the remaining accounts by using the filter bar or clicking the filter icon to the right of the card. 
        2. Once you have mapped all the services, press Next. 

        Service_mapping_page_with_PSA_and_Vendor_service_names_visible

        Step 5: Confirm Import

        1. We will display the Accounts, Services, and Quantities to be imported. Once you have reviewed them, press Finish. 
          1. Your import will process over the next 2-5 minutes, and you will be returned to the billing module page. 

        Final_Review_Page_for_CSV_Import

        Step 6: Reconciliation

        1. Scroll down to find the vendor with imported quantities, or select the filter option and search by Vendor/Distributer tag. 
        2. Reconcile like a flock star! We would recommend that you go ahead and expand the section to review all cards. Cards can be actioned in either view.
        3. Reconcile! 

        Service_Cards_brought_in_from_a_CSV_import

        Service cards/Line Items function exactly like they do with a regular integration, and you can Add, Approve, Dismiss, and check the Details of them just like any other card. 

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