When you move to Flex from another system, each company arrives with coin and credit balances that it already paid for. Retyping every balance by hand takes a full morning. The import reads one CSV file and allocates each balance to the company that owns it.
Coins hold monetary value. Credits hold hourly value.
Before you begin
The import matches every row to a company by name. It also matches a row to a resource rate by name when the row names one.
Add the companies that receive coins and credits so the import can match each row to a company. Import your existing companies from a CSV file →
Set up your resource rates under Billing > Resource Rates. Each rate name in your file must match a rate in Flex.
Download the sample file. It already includes the 7 headers in the correct format, so the import won't fail on a header name. Keep the 5 required columns. You can delete the End Date and Rate columns, or leave them empty. Download the sample CSV file ↗︎
Build the CSV file
The companies and the resource rates now exist in Flex, but no company has a balance yet. Each row in the CSV file creates one allocation for one company. The file has 7 columns, and 5 of them are required.
Column | Required | What to enter |
Company | Yes | The name of the company that receives the coins or the credits. |
Start Date | Yes | The date the allocation starts. For a recurring allocation, this is the date of the first allocation. |
End Date | No | The date the credits stop being valid. This column controls credits, not coins. See below ↓ |
Rate | No | The name of the resource rate that the allocation applies to. Type several rate names, separated by commas. Leave the column empty to apply the allocation to all resource rates. |
Credits | Yes | The number of coins or credits to allocate. Type 'Unlimited' on a credit row to allow unlimited hours. A coin row must always hold a number, because coins hold monetary value. |
Type | Yes | Type 'coin' for monetary value, or 'hour' for hourly value. |
Interval | Yes | Type 'month' for an allocation that repeats every month. Type 'once' for a single allocation. |
Important: Use the exact column headers from the table. Flex maps your data by header name, so a renamed header stops your data from importing correctly.
Set end dates for coins and credits
The End Date column works differently for credits and coins.
Credits hold hourly value, and they expire on the date in the End Date column.
Coins hold monetary value. Coins you import with 'once' in the Interval column accumulate, so the End Date column does not remove them. For example, you import 3 rows for one company: 50 coins starting in October, 50 coins starting in November, and 50 coins starting in December. The company then has 50 coins in October, 100 coins in November, and 150 coins in December.
Import a coin row only for coins that the company must keep. An end date on a coin row does not reduce the balance. Learn how members spend coins and credits on bookings →
Upload the file
To upload the file in Flex and import the coins and credits allocations:
Go to Settings > Data & Extensibility > Import.
Open the Credits tab.
Select the date format.
Click Upload CSV, then select your file.
Select the date format that matches your file, so Flex reads your start dates correctly.
Review the Match Columns section and manually pair any unmatched columns.
Click Continue and review the import summary.
Click Import, then wait for the confirmation message.
FAQs
Why are imported coins still available after the end date?
Imported coins stay available after the end date because coins accumulate. The End Date column controls credits, which hold hourly value.
Can I import an unlimited number of coins?
You cannot import an unlimited number of coins. Coins hold monetary value, so every coin row must hold a number. Type 'Unlimited' only on a row with 'hour' in the Type column.
What happens when the Rate column is empty?
A row with an empty Rate column applies to all resource rates. To limit the allocation to one rate, type that rate name. To limit it to several rates, type the names separated by commas. Contact the support team if your file does not import as expected.