There are 2 ways to set up Billing Contracts in Uptick.

1. Add billing contracts directly to your server. If you only need to set up a few contracts or make a change here or there, we advise doing it directly within the system rather than through the importer.

2. Add billing contracts in bulk using the data importer. We recommend using the data importer method when:

Uploading initial data migration into Uptick
When adding or updating many billing contracts

This article will show you how to format your import spreadsheet in order to bring your billing contracts into Uptick.

Step 1: Populate your data for upload

Download the Data Import Template Spreadsheet below.
Fill out the spreadsheet with the information you want to upload. Please note some fields are required.
There are 2 types of billing contracts:
1. Fixed (Invoice is sent out to your client on a recurring basis) or
2. Do & Charge (Invoice is sent after you have done the planned maintenance work on site.)
  
  Please note that you do not need to set up billing contracts for repair or callout work - these invoices are created ad hoc.
Fixed contracts require slightly different information in order to set up, compared with Do&Charge. Please see the below for the required and recommended fields for each type.

Fixed Contract Required fields

Field name on CSV template:	property	name	type	recurrence	start_date	next_due	send_invoice	is_active	priceincrease_policy	priceincrease_auto_next_date	priceincrease_auto_percentage
Field name in Uptick:	Property reference	Name	Type	Recurrence	Start Date	Next	Next Invoice Date	Active	Price increase policy	Date of increase	Percentage Increase to Apply
Description:	Reference number of property in Uptick, ie P-0021	Name of Billing contract (Free text field)	Fixed	Monthly, Bi-Monthly, Quarterly, Half-yearly, Annual	Start date of the first billing period. Format is YYYY-MM-DD	When to issue the invoice for the first billing period. Format is YYYY-MM-DD	This is the date you want thenext invoice to be sent. This date would be the same as 'next_due' Format is YYYY-MM-DD	TRUE or FALSE	N = No bulk price increases A = Automatically each year by a fixed percentage M = Manually, in bulk, by a percentage set at the time	Only applicable, if you select "A = Automatically each year by a fixed percentage." Date of when to apply the first price increase, format YYYY-MM-DD	Only applicable, if you select "A = Automatically each year by a fixed percentage". Percentage format is 2.5% = 0.025 5% = 0.05 12.34% = 0.1234

Do & Charge Contract Required fields

Field name on CSV template:	property	name	type	start_date	is_active
Field name in Uptick:	Property reference	Name	Type	Start Date	Active
Description:	Reference number of property in Uptick, ie P-0021	Name of Billing contract (Free text field)	Do & Charge	Start date of your contract - from when do you want this to be effective? Format is YYYY-MM-DD	TRUE or FALSE

Step 2: Import your Data

Sign in to your Uptick server
Navigate to Tools > Data Importer
In the field 'What are you importing?', select 'Billing Contracts'.
Choose your import file (this should be the .csv file you have saved).
Click 'Start'. (If your file is large this may take a few minutes)
Complete your 'Field Mapping'. If you are using our template, the mapping should pre-populate for you.

Please check that the fields are mapped correctly.

Uploading data using your own spreadsheet? Check out the right-hand side for an overview of the Uptick fields and their descriptions to assist with Field Mapping.
Click 'Save and Preview'.
Review your preview to ensure that the data has passed all checks before proceeding. If it has not, you may see an error screen, which looks like this:

If you receive errors, please fix these on your .csv file and click 'Re-upload file'. You should see the green banner above before proceeding.

If you need help understanding the error, please contact Uptick Support.

Your data should pass all checks before you proceed. You should see a screen similar to the below:
Click 'Finalise'
Your data should now be 'PROCESSING' with a Job status: RUNNING:
When your data has finished being uploaded you will see 'FINISHED' and a Job status: DONE
You can now navigate to Property > Billing > Billing Contracts in your main menu to see your newly uploaded Billing Contracts!