The Import Rates component allows you to change existing billing rates in bulk via a CSV file.
You can find this component in Configuration → Invoicing → Import Rates.
This functionality is used to update prices for multiple products and billing items simultaneously, for example, for annual price indexations or rate changes per contract year. Importing rates prevents manual errors, saves time, and ensures consistent price updates within your billing.
The import process is strictly controlled to prevent financial inconsistencies. During an active import, tariffs are locked until the import is approved or reversed.
What does this part show?
The Import Rates page shows an overview of all rate imports within your organization.
For each import you will see:
File Name – the uploaded CSV
Status – Created, Validating, Validated, Processing, Processed, Failed or Undone
Uploaded On – date and time of upload
Completed on – date and time when the processing was completed
Depending on the status, actions are available such as Approve, Undo or Download (in case of errors).
The visibility and availability of actions depends on:
The current import status
Whether another import is locked
The rights of the user
ℹ️ Note: The export and import files use English values. Only the column headings are translated into your language. Values such as "unit price," "tiered," "unit of measure," etc., always remain in English.
Layout
Import overview
A table of all historical and current tariff imports, sorted by date.
Status indicators
Each import has a status badge indicating its progress:
Created – file is being checked
Completed – import is complete and awaiting approval
Failed – import contains errors
Undone – import has been rolled back
Action buttons
Buttons may be visible per import line:
Approve (✓)
Undo (↩)
Download (if errors occur)
Actions
Users can perform the following actions:
Import rates
Upload a CSV file with new rates
Only possible if no other import is locked
Approve
Activates the imported rates
Previous rates are deactivated
Action is final
Undo
Removes imported tariffs
Restores the previous rates exactly as they were
Download
Only available for failed imports
Contains an Excel file with error messages per line
Behaviors & Logic
After uploading, a validation process will automatically start.
During validation and processing:
Are rates locked
Unable to start new import
Can't rates be adjusted manually?
Only existing rates can be updated
The rate structure (e.g. scales) must be identical to the previous version
New rates will only become active after approval
Problem | Solution |
CSV contains empty lines | These will be skipped automatically |
Status = | Rule is ignored |
Rate with formula | Is silently skipped |
Overlapping dates | Import failed with error message |
Duplicate rates in one file | Import failed, error reported |
No existing rate | Import failed, first rate must be created manually |
Upload button is not available | There is still a locked import, please approve or undo it |
Import status remains on “Validating” | Please wait until validation is completed |
Import failed | Click on status badge or download the error file |
Rates are not visible | Import has not yet been approved |
Dates are not accepted | Use exact format |
Amounts are incorrect | Use commas as decimal separators, not currency signs |
Values are not recognized | Use English values (unit price, tiered, etc.), not the Dutch translations |
Why can't I upload a CSV?
A locked import is still open.
Can I create a first rate via import?
No, the first rate must always be created manually.
What happens after approval?
The new rates will become active and cannot be undone.
Can I adjust rates before approval?
No, rates are locked during an import.
Can I upload multiple files at once?
No, only one import at a time is allowed.
Why are some rules ignored?
Lines with status Current or rates with formulas are skipped.
What does 'Processing' mean?
The import has been technically processed and is awaiting completion or approval.
Are currencies automatically recognized?
Yes, currency signs and thousands will be removed automatically.
Invoice Item – Cost line type (e.g. electricity, water, service charges)
Rate – Pricing rule that determines how a billing item is calculated
Product – Combination of multiple billing items
Origin – Indicates whether a rate applies at the product or item level
Locked import – Import that has been validated but not yet approved
Unit price rate – Fixed amount per unit
Staff rate – Rate with different prices per consumption level
CEP (Custom Entity Property) – Conditional rate based on a property
Payment Method Tariff – Rate depends on payment method (e.g. SDD or SCT)