CSV Import Tool - Charges

The tool is for importing new charges and allows values to be uploaded for standard charge fields as well as custom charge fields. Users can download a template with an example entry from the import section, and then upload the completed file back to the system. Equinox validates the spreadsheet before import and highlights any rows in the file that won't be imported due to data issues, for example not having a valid case reference.

Users are required to input an amount and currency in the spreadsheet and upon import it will be converted as necessary based on the system finance settings.