Export as CSV rather than xlsx. Any delimiter, any common encoding, and decimal commas are all fine — the parser detects them and shows you what it found before anything is imported.
Migrating
Migrating from spreadsheets
The most common starting point, and the easiest one to move.
4 min read
What we need from the sheet
Three columns, whatever they are called: when it happened, whose it was, and how much. Everything else is optional and improves the result rather than being required for it.
| We need | Typically called | Notes |
|---|---|---|
| When | Date, Start, Start time | Any common format. We ask if day-first and month-first are both possible. |
| Who | Account, Customer, Client, CLI | Whatever identifier you already bill against. |
| How much | Seconds, Billsec, Minutes, Qty, Units | Match the unit your tariff is priced in. |
| To where | Dialled, Destination, Number, Prefix | Optional, but this is what the tariff matches on. |
| Identifier | Call ID, Unique ID, Reference | Optional. Stable ones make re-imports safe. |
The two that catch people
Minutes against a per-second tariff. If the sheet holds minutes and your plan is priced per second, either convert the column or price the plan per minute. The importer will not guess, because guessing wrong is a factor of sixty.
Subtotal rows. A sheet exported from a report often has them mid-file. We detect and exclude them, and tell you how many — check that number looks right before importing, because a subtotal parsed as a charge roughly doubles the month.