Charges

Generic Charge Importer

This import tool, accessible through an Autotask Live-Link, allows the user to upload a batch of charges using an Excel template. After upload, the user can map customers and contracts and quickly post all charges to the correct contracts. Any mappings done are saved, so next time the import virtually doesn’t require any effort. As a result, this tool is ideal to import customer related charges, such as voip usage charges, data charges, domain registrations, etc.