July 2026Billing workspace

Imports

Import billing data with a server-side preview first. Use the full CSV for normal bulk onboarding, or the separate templates for targeted maintenance.

Full billing import

One CSV for clients, connections, packages, subscriptions, and arrears

Missing packages are created when the row includes package_name and monthly_price. Arrears become opening-balance invoice line items.

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Upload a CSV and run preview to see row actions before confirming.

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CSV templates

Full billing import

One row per service location, including client, connection, package, subscription, and optional arrears.

client_namephonecnicemailcompany_nameclient_addressconnection_labelconnection_addressareacityreference_numberpackage_namemonthly_pricepackage_descriptionstart_datedue_daycustom_pricesubscription_statusbilling_montharrears_amountarrears_note

Clients

Unique people or companies who own or pay for connections.

namephonecnicemailcompany_nameaddressstatus

Connections

Physical service locations linked to existing clients.

client_phoneclient_idlabeladdressareacityreference_numberstatus

Packages

Monthly internet plans assignable to subscriptions.

namemonthly_pricedescriptionstatus

Subscriptions

Package assignments for one service location.

client_phoneconnection_labelconnection_idpackage_namepackage_idstart_datedue_daycustom_pricestatus

Arrears / opening balances

Previous unpaid balances to attach as auditable invoice line items.

client_phoneconnection_labelconnection_idbilling_monthamountnote