Today, we’ve introduced powerful new functionality to the Billing module. Now available to all subscribers, it represents a significant improvement in the way partners utilize the CSV import feature of the platform.
CSV imports have long been part of the Billing module, allowing a partner to bring in usage data from a vendor that does not yet offer a direct integration within Synthesize, and reconcile that usage as normal. But today, we roll out the following enhancements to the experience:
- Retained profile mapping - Synthesize now remembers mappings when a new import profile is created. Pro subscribers will continue to have access to an unlimited number of import profiles, whereas subscribers at the Basic level are limited to a single vendor profile. This enhancement represents a significant time saving and dramatically increases the convenience and functionality of the platform.
- Aggregated service quantities – Billing now allows partners to aggregate service quantities within the platform. This means that if there are multiple lines in a CSV file for the same product and company, Billing will now aggregate that data, saving partners the effort of consolidating the data manually.
- Recognizing header rows – Billing now allows partners to confirm the presence of header rows in uploaded csv files, rather than manually processing them for each imported file. This small improvement eliminates a repetitive manual task from the process.
- Mapping changes – Billing now supports many:1 mappings within a CSV profile. This means that multiple services provided by a vendor can now be mapped to a single service within the PSA, simplifying the creation of invoicing for partners providing sets of services to their clients.
- In-app CSV error correction – Billing now allows partners to make corrections to an uploaded CSV (for example, to eliminate letters in a cell where numbers are expected) or to drop error-filled data rows completely. The edits occur in real-time on the platform and eliminate the need to iteratively edit and re-upload a CSV file.
- In-app CSV data manipulation – Billing now allows data to be edited in the platform versus within a spreadsheet that needs to be re-uploaded. Making in-the-moment changes will save many Billing partners time every month.
- Final review of data – Billing now prompts partners to confirm CSV after importing. This change puts partner in the driver’s seat, allowing them to confirm that rows are being excluded from reconciliation on purpose, for example, and validate the integrity of the data being loaded into the platform before reconciling begins.
The changes introduced today reflect feedback provided to us by platform users who’ve asked us to better align the CSV experience with the way they use Billing. We collect this insight from partners using our in-app feedback tool, called FlockTalk. FlockTalk helps us prioritize the suggestions made by partners and incorporate their most-requested items into our product roadmap.
Watch for more product updates coming soon that will make Billing an even better experience for our valued partners.