---
title: "Importing Resource Rates"
slug: "importing-resource-rates"
updated: 2024-09-13T17:29:06Z
published: 2024-09-13T17:29:06Z
---
> ## Documentation Index
> Fetch the complete documentation index at: https://help.nexudus.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Importing Resource Rates
You can easily import {{variable.resource}} rates to {{variable.Nexudus}} in a few steps {{variable.OnTheAdminPanel}}.
**Click on each of the steps below for step-by-step instructions.**
## Step 1. Downloading the {{variable.template}}
The first step of the process is to download the import {{variable.template}} you'll use to add the resource rates. You can get this {{variable.template}} from {{variable.Imports_Link}} {{variable.OnTheAdminPanel}}.
{height="" width=""}
1. {{snippet.FirstStepProcedure}}
2. {{variable.CLICK}} {{variable.Imports_Link}}.
3. {{variable.CLICK_ON}} the **Resource rates** tab.
4. {{variable.CLICK_ON}} **Download {{variable.template}}**.
The download should only take a few seconds. You'll find the {{variable.template}} file in the *Downloads* folder of your device.
## Step 2. Editing the {{variable.template}}
The second step is to add your data to the import {{variable.template}}. The example below illustrates how to do this in Excel, but you can use any spreadsheet tool that can open and edit CSV files.
1. {{variable.OPEN}} the import {{variable.template}} file you've downloaded in Step 1.
*You should see the column headers in row 1 and a few rows of dummy data underneath.*
{height="" width=""}
2. {{variable.ADD}} your space's data in each column following the dummy data's {{variable.template}}.
:::(Info) (Need to include multiple resource rates on the same {{variable.template}}?)
{{variable.ADD}} each {{variable.resource}} rate as its own row.
:::
3. Remove the dummy data rows from the import {{variable.template}}, making sure you don't remove any of the column headers or leave an empty row before your data.
4. Save your changes.
:::(warning) (Always save your file as a **CSV UTF-8** file.)
{height="" width=""}
:::
You're now ready to format your data before the reupload.
## Step 3. Formatting your {{variable.template}}
The third step is to ensure your {{variable.template}} is properly formatted for a successful import in {{variable.Nexudus}}. Make sure you check the following formatting elements before uploading your import {{variable.template}}.
### Columns Including Existing {{variable.Nexudus}} Items
All columns that include the name of items that already exist in your {{variable.Nexudus}} account must always be an exact match in your import file. The spelling is case-sensitive and includes spacing.
*For example, if a product's name in {{variable.Nexudus}} is **Notepad**, the {{variable.product}} name in your import file must be **Notepad**. Using alternative spellings such as **Note Pad** or **notepad** will result in an import failure.*
### YES or NO Columns
All columns that include YES or NO should always be uppercase.
## Step 4. Uploading the edited {{variable.template}}
The last step of the data import process is simply to upload your edited import {{variable.template}} file back in {{variable.Nexudus}}.
1. {{snippet.FirstStepProcedure}}
2. {{variable.CLICK}} {{variable.Imports_Link}}.
3. {{variable.CLICK_ON}} the **Resource rates** tab.
4. {{variable.CLICK_ON}} **Select file**.
5. {{variable.SELECT}} your edited import {{variable.template}} file.
6. {{variable.CLICK_ON}} **Open**.
*The larger your file is, the longer it will take to upload.*
7. {{variable.CLICK_ON}} **Load preview**.
8. {{variable.CLICK_ON}} **Import data**.
You've successfully imported your data into {{variable.Nexudus}}.
:::(Error) (Couldn't complete the import?)
Check out our article on [Troubleshooting Import Errors](/v3/docs/troubleshooting-import-errors){target="_blank"} or get in touch with us at [support@nexudus.com](http://mailto:support@nexudus.com){target="_blank"}.
:::
* * *
## Import columns explained
| Column | Details | Format | Required or Optional |
| --- | --- | --- | --- |
| **Location** | {{variable.Location_CAP}} where the resource rate is available. | An exact match (case and spelling) with the relevant {{variable.location}} in your {{variable.Nexudus}} account. | {{variable.Required_RedBold}}|
| **Name**| Name of the resource rate you are creating or updating. | An exact match (case and spelling) if you're updating a resource rate. | {{variable.Required_RedBold}} |
| **DisplayOrder** | Display order of the resource rates. | A whole number. Rates display in descending order.| {{variable.Required_RedBold}} |
| **Price** | How much the resource rate costs. | A whole number or decimal. | {{variable.Required_RedBold}} |
| **ChargePeriod** | Interval of time **Price** is charged for. | Choose from: **4 weeks**, **month**, **day**, **hour**, **use** or **week.** | {{variable.Required_RedBold}} |
| **CurrencyCode** | The currency code for **Price**. | 3 letter code e.g. GBP | {{variable.Required_RedBold}} |
| **ResourceTypeName** | Type of resource the rate applies to. | An exact match (spelling and case) to an existing {{variable.resourcetype}}. | {{variable.Required_RedBold}} |
| **FixedCostLength** | How long the fixed cost rate applies for.| A whole number of minutes. |{{variable.Optional_GreenBold}} |
| **FixedCostPrice** | How much the fixed cost price for the resource rate is. | A decimal number. | {{variable.Optional_GreenBold}} |
| **MinLength** | Minimum length of booking the resource rate applies to. | A whole number of minutes. |{{variable.Optional_GreenBold}} |
| **MaxLength** | Maximum length of booking the resource rate applies to. | A whole number of minutes. | {{variable.Optional_GreenBold}} |
| **MaximumPrice** | Maximum price charged for resource rate. | A decimal number. | {{variable.Optional_GreenBold}} |
| **OnlyForContacts** | Resource rate only applies to contacts. | {{variable.Imports_BooleanFormat}} | {{variable.Optional_GreenBold}} |
| **OnlyForMembers** | Resource rate only applies to members. | {{variable.Imports_BooleanFormat}} | {{variable.Optional_GreenBold}} |
| **FinancialAccountCode** | Financial account associated with resource rate. | An exact match (case and spelling) to a **financial account**. | {{variable.Required_RedBold}} if ***Require** all sales to have a **financial account*** is toggled on under {{variable.ChartOfAccounts_Link}}. |
| **TaxRateName** | Tax rate applicable to resource rate price.| An exact match (case and spelling) to a **tax rate**. | {{variable.Required_RedBold}} if ***Require** all sales to have a **defined rate*** is toggled on under {{variable.InvoiceTax_Link}}. |
| **ExtraServiceId** | Resource rate's Id number. | Must be a whole number. | {{variable.Optional_GreenBold}} |