How to bulk Import Clients and Projects data.

When using the Billing features of Print Manager Plus Premium, it may be easiest to import an existing list of Clients, Projects, or other billing entities rather than enter them one by one.
The below outlines the import feature which will accept a comma-separated values (CSV) of existing billings and a variety of optional fields.

A header row is required and must always be the first row. Multiline and Comma containing values must use a quotation (") delimiter. 

Minimal Import File
The minimum import file consists of a simple list of Billing entities. These are usially the Client, Project or other billing entity names.
This field has the header 'BillingName' and is required in any Billing import file.  In the below example file  there are five clients to be imported. 

Download this sample: SimplestImport_ClientNamesOnly.csv


Running the Importer
The importer can be run from the [Billing] tab by clicking the [Import Accounts] button. Launching it will bring up a wizard to assist you in selecting and validating an import csv.

Select Import File:
Once open you will first be prompted to select a CSV file.

Preview Screen
Here you will get a chance to see which CSV records are considered valid and importable.  It will list each field it finds int the CSV that is support import field.  Any other fields will be ignored.

Showing All Support Fields
Unchecking the [Hide Unpopulated Columns] will allow you to see all optional fields that are supported and could be added to your CSV list.  The column header in the grid will match the required column header to be used in your CSV.

Complete Screen:
The complete screen will show you the results of your import, and any errors or duplicates and how they were handled.


Sub Billings / Projects
Often selecting a Client or other billing, requires also selecting a sub item below that.  In Print Manager Plus we typically refer to these as the Project to bill.  Importing these requires adding them by name, but also specifying the parent Billing that they belong to.  To do this you will need to add a 'Parent' column to the header row, and where applicable the Parent value.

Download this file: Import_ClientsAndProjects.csv


All Import Fields
There are a variety of additional values that can be imported. Below is a description, header name and allowed values for each field.

Fields for Clients, or Top Level Accounts:
The following values only apply to top level records being imported.  They will be ignored on a Project/Sub Billing that has a 'Parent' value.

  • BillingName (string)
    The name of the Client, or other entity to be billed.  
  • Description (string)
    A short description of the client.
  • Billable (BillableOption)
    Indicates if jobs are marked as 'Billable', 'NonBillable' or 'UserChoice' which lets the end user decide on a per job basis.
    Valid Values: (null), 'Billable', 'NonBillable' or 'UserChoice'
  • Password (string)
    A 6 to 50 character string to be required for users to bill any jobs to that client, and any sub billings it might have.
  • Company (string)
    The name of the company this account applies to.
  • BillingAddress (string)
    The entire billing address including any suite numbers, states/provinces, zip etc...  
    If billing address wraps on multiple lines for formatting, it can be delimited with a quotation mark.

Fields for all Import Records

  • Parent (string)
    Indicates that this record is a a sub-billing and this value should be the exact name of its parent.
  • Pincode (string)
    A 4 to 50 alphanumeric unique code to identify that client or project.  It must be unique to every other client and project in the database, otherwise it can not be imported.
  • Markup (percentage)
    This is a percentage as integer with values of 0 to 100 and indicates a percentage to markup the cost of each job billed to that client. A value of 15 would markup all jobs by 15%.

Download Sample with All Fields: ImportClients_AllFields.csv



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