You can use the Custom CSV Import option in the Imports tab to upload charges from any vendor. Rechargly provides a template to simplify the process, and supports vendor-specific mapping so the charges are handled correctly.
Steps to follow
Go to the Imports tab in Rechargly.
Click the three dots (•••) and select Custom CSV Import.
Download the CSV template provided.
Fill out the template with your vendor data. Key fields include:
Vendor Name (e.g. BGL, Class, or custom)
Charge Name (e.g. Monthly Fee)
Internal Price and Client Price
Invoice Number and Invoice Date
Billing Period (ensure it’s in the accepted format YYYY-MM-DD
If you are using Microsoft Excel, your CSV will convert the Billing period to a different date format when you export. To avoid this
If your vendor isn’t listed, select No vendor or let the team know to add a new one.
Upload the completed CSV file using the import interface.
Click Submit to process the import.
After importing
Your imported charges will appear under the Charges tab, tagged with the vendor name.
You can then map each charge to the correct client using the Mapping screen
Once mapped, the charges will appear in Draft Invoices and can be processed as usual.
Below is a short video showcasing how this feature works.
FAQ
What happens if the bulk import doesn’t work
You currently don’t receive a fail message when the bulk import fails. If nothing happens, it hasn’t broken, it just means that you have imported the data in the wrong format. Ensure that all the compulsory fields are filled our correctly, and the date format is right.