If you maintain billing items in spreadsheets or other means outside of AppColl, you are able to import them into AppColl using the Billing Item Template spreadsheet file found below.  Here are the steps:

1. Important: Follow the template's instructions in rows 2-7 for populating your data. Once you have read and followed these instructions, delete these rows, along with column A. Note that the only Types of billing items you may import are “Fee,” “Flat Fee,” and “Expense.” 
2. Remove any sample data, leaving the top row intact and fill in columns A-H for each billing item, as these are mandatory. The remaining columns are optional. 

3. Important: Save the file to your system as a .csv file or.xlsx.
4. Hover over the Billing module and select Billing Items.
5. Click the Import CSV or XLSX link.

6. From the popup window, click the Choose File button and browse for your file. 
7. Click the appropriate radio button for adding new or updating existing items.
8. Click Import.

9. AppColl will check the file for any errors. If there are errors, you can review the reason.
10. Fix any errors by clicking in the row, or cancel out of the page, fix your errors in your spreadsheet, and try the import again. 
11. Once errors are fixed, click the Save & Validate button. 
12. To cancel out of the page and start again, click the Cancel button. 

Note: You may not have any errors, but have warnings. After reviewing the warnings, you can either complete the import by clicking the Save & Validate button, or you can abandon the import by clicking the Cancel button.

Attachments:

Billing Item Template