Forward your Dext invoice to your unique Rechargly email, then upload your client usage CSV so each client is recharged accurately.
Before you start
If you are importing Dext charges for the first time, contact the Rechargly team to set up your pricing plans. You can choose to:
Fixed monthly amount: charge each client a set amount every month.
Variable usage: recharge based on the usage in the client usage CSV.
See How to setup what your charge your clients for Dext for how each option works.
Forward your invoice to Rechargly
Go to your inbox and forward the Dext email containing your invoice to your unique Rechargly address. You can find the address on the Setup page.
Wait for confirmation
Once your invoice has been received, Rechargly emails you asking for the client usage CSV.
Export client usage from Dext
To download the client breakdown:
Log in to Dext.
Go to the Subscription page.
Select View client usage.
Export the CSV for the relevant date period.
Upload the client usage CSV
Return to the Imports page in Rechargly and upload the CSV you downloaded from Dext.
Map clients in Rechargly
Go to the Mapping page and match each Dext organisation to a customer.