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Supported File Format

  • CSV (.csv)
  • UTF-8 encoded
  • Must follow the Sonderplan CSV template structure
You can download the template directly from the import screen under Sales -> Billable Items -> -> Import Sonderplan Billable Items Import Each row in the CSV represents a billable item. The following fields are supported:
  • Item name
  • Description
  • Unit name (e.g. per hour, per export, per package)
  • Buy cost
  • Sell cost
  • Currency
  • Tax name (e.g. GST, VAT)
Before starting the import, please make sure that any Sales Taxes referenced have already been created with the identical name.

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Duplicate Detection

Before saving, Sonderplan checks for duplicated billable items to help prevent accidental duplicates. You can review all detected items before completing the import and remove individual rows if required.

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How to Import Billable Items

  1. Go to Sales -> Billable Items → -> Import
  2. Click Download the template CSV and populate it with your data
  3. Click Choose file and select your completed CSV file
  4. Review the imported items in the preview table
  5. Click Import Billable Items to save them to your workspace

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Review Before Importing

Before finalising the import, Sonderplan provides a preview table where you can:
  • Confirm item names and descriptions
  • Verify buy and sell costs
  • Check currency and tax settings
  • Remove individual items from the import
Items are not saved until you confirm the import by clicking the Import Billable Items button.