Find your source of truth and upload custom CSV Usage Reports directly into Reconcile™ Billing Module.
Creating custom CSV usage reports
Overview
So, you're looking to take wing and experience the true value of CSV import profiles in Reconcile™ Billing Module. You've come across one of the following scenarios:
- The vendor does not support usage report exporting.
- You use other data sources to reconcile your service bundles or packages.
- Or, you've come across a rather complicated vendor usage export.
Great news, you'll be able to accomplish all of these things in Reconcile™ Billing Module. By bringing out your inner nerd, along with some Excel wizardry, you'll be able to quickly finesse the data and import it into Reconcile™ in no time!
Yes, we understand we haven't hit that utopia of a world (our flockstars are hard at work) where you don't have to reconcile again, but at least you do not have to spend as much time on the things that suck! Billing reconciliation, of course!
Minimum Requirements
Map Data Fields
When you upload your import file in Reconcile™ Billing Module, you're required to map the following data fields:
- Account Name (Company)
- Service Name (Product description or product SKU)
- Quantity
Creating Custom CSV Usage Reports
- When creating custom CSV usage reports, it is recommended that the first row of the CSV be the header row, as shown below:
- The CSV tool can aggregate (sum) Quantity per Service Name and Account Name.
- Once you have created your import file, you can save it as a .csv file format and upload it to Reconcile™ Billing Module™.
- Step through the Vendor CSV Mapping Profile Wizard, map all the data fields, save and import, and you'll be able to use this saved CSV profile repeatedly each month.