Billing Import Format documentation

Introduction

This document describes the format and files required for a billing import into the Serverplus Platypus billing system.

There are 5 base import files, 3 of which are required. All files are text based CSV (comma separated value) files, with the first row being the column names. The required column names are given in each file description and are case sensitive. Files without column names cannot be processed.

Each file description will contain the required columns, any optional columns, and the expected format for the data in the given column. The files should be named as described below:

Required Files

• Rates Format (rates.csv)
• Customer File Format (customers.csv)
• Customer Rate file format (customer rates.csv)

Optional Files

• Invoice Format (invoices.csv)
• Payment Format (payments.csv)

Service related files

These files describe services used by a customer, and which rate they are under. The Customer Rate’s “original_id” column can be referenced in a service as “customer_rate_original_id” if a customer has multiple of the same rate name, and the service should be put under specific instances of the customer rate, rather than all services saved under just one of the mutiple rates by the same name for that customer.

• Email Service Format (email.csv)
• Dialup Service Format (dialup.csv)
• Domain Service Format (domain.csv)
• Webhosting Service Format (webhosting.csv)
• Slipstream Service Format (slipstream.csv)
• Static IP Service Format (staticip.csv)

Indices and tables

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