Import any vendor's bill (CSV)

For any vendor without a connection, upload a CSV file with what you pay for. You can use the vendor's own export or make one in a spreadsheet.

What the file needs

One row per customer and product, with these columns:

Column	What goes in it
Customer	The customer's name, as the vendor knows it.
Product	The product or SKU name.
Quantity	Seats you pay for.
Unit cost	Your cost per seat, per month.

Column names don't need to match exactly. Sinculate recognizes common variations, such as "Client" for Customer or "Qty" for Quantity, and asks you to confirm anything it isn't sure of.

Upload it

1. In Sinculate, go to Imports and choose CSV file.
2. Select the file and the billing month, and give the source a name, such as the vendor's name.
3. Check the preview, then select Import.

Next month

Use the same source name each month. Sinculate remembers your customer and product matches, so only new products need mapping.