How to Import Figured Charges
Forward your Figured invoice to your unique Rechargly email, then upload your client usage CSV to ensure accurate recharging. If this is your first time importing Figured, you'll need to contact the Rechargly team to set up pricing plans.
First time importing Figured? If you're importing Figured charges for the first time, contact the Rechargly team to help set up your pricing plans.
Option 1: Email Forwarding
Check the Figured vendor
Go to the Vendors page if Figured is listed. If not, click on Add New Vendor.
Forward your invoice to Rechargly
Go to your inbox and forward the standard, official Figured email containing your invoice with the PDF file attached to your unique Rechargly address (which can be found on the Setup page).
Do not rename the PDF file or the contents of the email.
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.
Export client usage from Figured
To access the client breakdown:
Log in to Figured
Download the CSV from the billing page. Do not alter the contents of the CSV.
Upload the client usage CSV
Return to the Imports page. If the email forwarding has been successful, the Figured upload button will be available from the "For Review" section of the imports page.
Map new clients in Rechargly
Navigate to the Mapping page and match each new Figured organisation to a customer.
Option 2: Upload from Vendors Page
Check the Figured vendor.
Go to the Vendors page if Figured is listed. If not, click on Add New Vendor.
Get the data
Go to Figured and download the PDF and CSV that you want to import into Rechargly.
Upload the files
Go to the vendors page, click the [...] on the right side of the page, and choose the option to Upload PDF and CSV.
Map clients in Rechargly
Navigate to the Mapping page and match each new Figured organisation to a customer.
First time importing Figured? If you're importing Figured charges for the first time, contact the Rechargly team to help set up your pricing plans.