CUSTOMER FILE
One row per customer. We accept CSV or Excel. Column names we recognize:
Customer Name · Account Number · Address · City · State · Zip · Phone · Email · Balance · Deposit · Status · Service Address
BILLING HISTORY FILE
One row per transaction. Must include a column linking to your customer records:
Transaction Date · Type · Amount · Previous Balance · Total · Memo · Customer ID
- Column names don't need to match exactly — we use smart matching
- Export directly from your current billing software
- Column headers must be in the first row
- Remove any totals or summary rows at the bottom
- Unknown columns are safely ignored