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, and subscriptions

Missing packages are created when the row includes package_name and monthly_price. Add historical unpaid charges manually from the invoice register after onboarding.

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

Import center

CSV templates

Full billing import

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

client_namephonecnicemailcompany_nameclient_addressconnection_labelconnection_addressareacityreference_numberpackage_namemonthly_pricepackage_descriptionstart_datedue_daycustom_pricesubscription_status

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