Bulk Importing Client Service Fees

Discovery's Bulk import option facilitates the rapid creation of multiple Client Service Fees, provided all necessary vendor data is organized into an import template*. All bulk import files are included in a single downloadable file available for download on the Bulk Imports page under Settings.

Import Template Fields

The provided Insert template file (client_service_fees.csv) needs to retain all fields (columns), in no particular order, even if the fields are not required.

The following fields are required to have data for each Client Service Fees record:

  • service_id | Generated by Discovery upon Service creation**.
  • line_item_category_name | Must be an approved Line Item Category Name (case sensitive):
    • container-service
    • excess-overage
    • rental
    • rolloff-disposal
    • scheduled-disposal
    • management-fee
    • doorstep-service
    • service-reactivation-fee
    • consulting-services
    • container-delivery
    • container-removal
    • paper-invoice-processing-fee
    • late-fee
    • non-sufficient-funds-fee
    • pioneer-monitoring-system
    • savings-share
    • tonnage
    • termination-fee
    • debt-settlement
    • contract-buyout
    • other
  • frequency | Must be an approved Frequency (case sensitive):
    • One Time
    • Monthly
    • Annually
    • Quarterly
  • header_label | Name of Location Fee as you would like it to appear in Discovery.
  • start_date
  • amount | Must be formatted as follows with an amount in dollars:  272.00
  • billing_style | Must be an approved Billing Style (case sensitive):
    • Fixed
    • Formula
  • formula | Required if the billing_style is set to "Formula".  It must be formatted with an approved variable (below) and approved operators.
    Allowed operators for formulas:
    • + | addition
    • - | subtraction
    • * | multiplication
    • / | division
    • () | parentheses

    Formulas may contain numbers, the operators above, and the variables listed below. Any other character will cause the row to be rejected.


    Allowed variables for formulas:

    The variables available to a formula depend on the service type of the service the fee is attached to. A formula using a variable that isn't allowed for that service's type will be rejected on import.

    • {bin_size} | The size of the service's container. Available for: Commercial, Rolloff, Rental, Doorstep.
    • {bin_qty} | The quantity of containers on the service. Available for: Commercial, Rolloff, Rental, Doorstep.
    • {weight_in_tons} | The summed total weight (in tons) of all pickups recorded for the service. Available for: Commercial, Rolloff, Doorstep.
    • {weight_in_pounds} | The summed total weight (in pounds) of all pickups recorded for the service. Available for: Commercial, Rolloff, Doorstep.
    • {weight_in_kilos} | The summed total weight (in kilos) of all pickups recorded for the service. Available for: Commercial, Rolloff, Doorstep.
    • {vendor_base_charge} | The vendor base charge currently on the service. Available for: Commercial, Rental, Doorstep, Device.
    • {client_base_charge} | The client base charge currently on the service. Available for: Commercial, Rental, Doorstep, Device.
    • {vendor_per_occurrence_charge} | The vendor per occurrence (per haul) charge currently on the service. Available for: Rolloff.
    • {client_per_occurrence_charge} | The client per occurrence (per haul) charge currently on the service. Available for: Rolloff.
    • {vendor_per_unit_charge} | The vendor per unit (e.g., per ton) charge currently on the service. Available for: Rolloff, Doorstep.
    • {client_per_unit_charge} | The client per unit (e.g., per ton) charge currently on the service. Available for: Rolloff, Doorstep.
    • {number_of_rolloff_hauls} | The number of pickups recorded for the rolloff service. Available for: Rolloff.
    • {audited_savings} | The sum total of audited service savings from the Vendor Invoice processing workflow for the service's approved, posted, or paid vendor invoice line items. Available for: Commercial, Rolloff, Rental, Doorstep.

    Time-based variables ({weight_in_...}, {number_of_rolloff_hauls}, {audited_savings}) are calculated over the month, quarter, or year (matching the fee's *frequency*) immediately preceding the Fiscal Period being billed. The charge variables ({vendor_...} / {client_...}) use the values currently on the service.


    Formula Examples:

    • {vendor_base_charge}*1.15 | Yields a Client Service Fee equaling the vendor's base charge plus a 15% markup.
    • {weight_in_tons}*10 | Yields a Client Service Fee of $10 for every ton collected.
    • ({vendor_per_occurrence_charge}+{vendor_per_unit_charge})*1.10 | Yields a Client Service Fee equaling the rolloff haul and disposal charges plus 10%.
    • {audited_savings}*0.5 | Yields a Client Service Fee equaling 50% of the audited savings.

The following fields are optional and do not require data for each Client Service Fees record:

  • end_date
  • label | Additional Information/labeling you would like to include regarding this Client Service Fee.
  • external_reference_id

Most Bulk Import templates can leverage an external reference ID. This allows you to utilize existing reference labels from your current database or system for all entities in Discovery (vendors, locations, clients, etc.). Moreover, external reference ID's can be substituted for required "_id" fields in Discovery's Bulk Import templates allowing for faster importation of data. To learn more about how external reference ID's are used, please see the External Reference ID's article.

Once all Client Service Fees records have been added, upload the import template file using the New button on the Bulk Imports page under Settings.

Return to Bulk Imports Overview.

*Import file name and its column headers cannot be edited.

**When any ID field is required (_id), this indicates an ID that is generated and assigned by Discovery to a unique entity. You'll need to retrieve these ID's from Discovery. The general method to retrieve ID's in bulk is through a Custom Report. Please see the Export ID's with Custom Reports article covering how to generate a Custom Report to retrieve specific entity ID's.

If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.