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
    • ^ | exponentiation
    • % | modulus (percentage)
    • () | parentheses


    Allowed variables for formulas:

    • {vendor_service_charges} | This will reduce down to the sum total of all billed vendor services charges for given *frequency* and the current open Fiscal Period in Discovery
    • {client_service_charges} | This reduces to the sum total of all client services charges (on the client invoice) at the location, for a given *frequency* and the current open Fiscal Period in Discovery.
    • {audited_savings} | This is the sum total of audited service savings from the Vendor Invoice processing workflow. At the Location level, it will reduce down to the sum total of all Vendor Invoice audited savings for all services that fall under the Location. This is of course also based on the *frequency* of the Location Fee and will also vary based on the current open Fiscal Period in Discovery.
    • {occ_weight_in_tons} | The summed total weight (in tons) of all OCC waste generated across all locations and services during the given *frequency* and Fiscal Period.
    • {occ_weight_in_lbs} | The summed total weight (in pounds) of all OCC waste generated across all locations and services during the given *frequency* and Fiscal Period.
    • {occ_weight_in_kilos} | The summed total weight (in kilos) of all OCC waste generated across all locations and services during the given *frequency* and Fiscal Period.
    • {wood_weight_in_tons} | The summed total weight (in tons) of all wood waste generated across all locations and services during the given *frequency* and Fiscal Period.
    • {wood_weight_in_lbs} | The summed total weight (in pounds) of all wood waste generated across all locations and services during the given *frequency* and Fiscal Period.
    • {wood_weight_in_kilos} | The summed total weight (in kilos) of all wood waste generated across all locations and services during the given *frequency* and Fiscal Period.
    • {msw_weight_in_tons} | The summed total weight (in tons) of all MSW waste generated across all locations and services during the given *frequency* and Fiscal Period.
    • {msw_weight_in_lbs} | The summed total weight (in pounds) of all MSW waste generated across all locations and services during the given *frequency* and Fiscal Period.
    • {msw_weight_in_kilos} | The summed total weight (in kilos) of all MSW waste generated across all locations and services during the given *frequency* and Fiscal Period.
    • {weight_in_tons} | The summed total weight (in tons) of all waste generated across all locations and services during the given *frequency* and Fiscal Period.
    • {weight_in_pounds} | The summed total weight (in pounds) of all waste generated across all locations and services during the given *frequency* and Fiscal Period.
    • {weight_in_kilos} | The summed total weight (in kilos) of all waste generated across all locations and services during the given *frequency* and Fiscal Period.   


    Formula Examples:

    • {vendor_service_charges}-25 | Yields a Locaton Fee equaling the Vendor Service Charges minus $25.
    • {msw_weight_in_tons}*10 | Yields a Location Fee of $10 for every ton of MSW.
    • {client_service_charges}*.05 |  Yields a Location Fee equaling 5% the of the Client Service Charges.

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.