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How to import Dext charges

This guide outlines how to forward your Dext invoice, upload your client usage, and map each charge to the correct client.

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Written by Alex Millar
Updated over 2 weeks ago

Forward your Dext invoice to your unique Rechargly email, then upload your client usage CSV to ensure accurate recharging. If this is your first time importing Dext, you’ll need to contact the Rechargly team to set up pricing plans.


Steps to follow


1. Forward your invoice to Rechargly

Go to your inbox and forward the Dext email containing your invoice to your unique Rechargly address (which can be found in the Setup).


You can find your unique Rechargly email on the Setup page.


2. Wait for confirmation

Once your invoice has been received successfully, you’ll receive an email from Rechargly prompting you to upload the client usage CSV.


3. Export client usage from Dext

To access the client breakdown:

  1. Log in to Dext

  2. Go to My Profile in the left-hand menu

  3. Click Subscription

  4. Select View client usage

  5. Export the CSV



4. Upload the client usage CSV

Return to the Imports page and upload the CSV file you just downloaded from Dext.


5. Map clients in Rechargly

Navigate to the Mapping page and match each Dext organisation to a customer.

First time importing Dext?

If you’re importing Dext charges for the first time, contact the Rechargly team to help set up your pricing plans.


You can choose to:

  • Charge clients a fixed monthly amount, or

  • Recharge based on variable usage pulled from the CSV.

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