🚀 Import rates
🚀 Export rates
Thanks to this improvement, you can easily adjust all rates in bulk at the end of the year.
Export rates
From now on, you can create an export of all products and their rates via Configuration>Billing>Products.
When exporting, you select a date. The Excel file then provides a list of all products that are active on the selected date.
The Excel file provides a "current" row and a "new" row for each product. You leave the "current" row as it is. When importing, we do not take this row into account (more on this later). On the "new" row you can enter a new date and rate and add it to your product.
💡If the “current” period has a defined start and end date, we automatically fill in the dates of the “new” period, e.g. current rate period is 01/01/2024 - 01/01/2025. The “new” period will be filled in as 01/01/2025 - 01/01/2026 (it adds the length of the current period to the new period).
Import rates
After updating the Excel file with the new rates, you can now also import it into Zero Friction.
Go to Configuration>Billing>Input rates and click Upload to add the rates.
⚠️ Attention! Your file must be in CSV format in order to upload it.
At this moment we support the import of
Unit price
Tiered price
Rate condition
At this moment, importing rates based on a formula is not possible. When uploading a new CSV, Zero Friction also performs a number of checks to see whether the document is formatted correctly.
⚠️ Make sure that:
you use the correct decimal separators:
"comma" for decimal numbers and
“period” for thousand separators
the dates are correct
the CSV has "ANSI" encoding (This is the default when you save the file with Excel)
When you start uploading, the file is processed automatically and rate periods are added (don’t worry, if you made a mistake, you can undo the last upload).
If Zero Friction detects an error in the CSV file, you will be able to see this in the Excel file. The status will change to "issues found" and you can download the file to review the issues.
After a successful upload, the editing/upload fees are blocked until you manually “approve” the file you just uploaded.
Only files that have not yet been approved can be undone.
So if you want to change a rate, you will either need to cancel the upload or approve the upload and then modify the rates afterwards in Zero Friction.