Last reviewed: September 2026.
The Billing Data import records the fees you billed, per account or per household, for one period at a time. SurgeTK adds the amounts up into the Annual Billing box on each household page.
Warning: Do not import the same period twice. Importing it again adds the amounts together. Use Undo first. |
At a glance
Start from Households › Add Household › Import Data, or Imports › Import Data.
Choose Import Account Data › Billing Data. Your firm needs at least one account first.
On the upload step, pick the Billing Type (Account or Household), the Billing Cycle (Month, Quarter or Year) and the Period.
The file needs two columns: Household ID or Account Number, and Amount.
Every row in the file is recorded to the one period you pick. Your file needs no date or period columns.
One file per import. One period per file.
All successful rows appear under Updated.
Before you start
Download a template from the first screen of the import: Download the Household Billing Import template (columns Household ID, Amount) or Download the Account Billing Import template (columns Account Number, Amount).
Import or sync your accounts first. A row for an account or household that is not in SurgeTK fails.
Enter amounts as numbers. Dollar signs, commas and parentheses are fine:
$1,250.00and(25.00)both read correctly. A negative amount, written as(25.00)or-25.00, is an adjustment or refund and is subtracted.Split your data so each file holds one period.
Open Imports and check that this period has not been imported already.
Step 1: Open the import window
From Households: click Add Household, then Import Data.
From Imports in the left sidebar: click Import Data.
Both open the same window. Its title is Import. If your firm has no households yet, the Households page also shows an Upload button that opens it.
Step 2: Choose what to import
On Pick Your Data Type, click Import Account Data. The window moves ahead as soon as you click a tile.
On Choose Your Account Import Type, click Billing Data. If it is dimmed, you see "No accounts found. Start with a General Account import." Import your Financial Accounts first.
The Prepare Your Spreadsheet screen has both template links. Click Next.
Step 3: Set the period and upload your file
The screen is called Upload Billing File.
Billing Type: Account for fees on each account, added up per household. Household for flat fees such as planning fees.
Billing Cycle: Month, Quarter or Year. This is how often the fees in this file are billed.
Period: pick the year, then the quarter (Q1 to Q4) or the month (January to December) when the cycle needs one. The year list runs from next year back ten years. The hint reads "Every row in this file is recorded to this one period."
Click Choose File or drag your file into the box, then click Next.
Accepted files: CSV and Excel .xlsx. The older .xls format is rejected with "Only CSV or Excel (.xlsx) files are allowed for imports." SurgeTK reads the first sheet only. Row 1 must be the header row.
Step 4: Map your columns
The screen is called Map Spreadsheet Columns – Billing. It has two fields.
The first card is labeled Household ID or Account Number, depending on the Billing Type you picked. Pick the matching column. It does not auto-map from the template.
Amount: pick the amount column.
Click Import.
Step 5: Monitor progress
Updated: every account or household that received an amount. The Created count stays at 0 for billing imports, even for a first-time period.
Duplicates: a row with the same ID and the same amount as an earlier row, listed as "Duplicate row in file (skipped)".
Failed: rows whose account or household was not found, with the reason. See the messages below.
Warnings: appears when a row targets an archived household ("Household is archived"). While it shows, it takes the place of the Updated tab.
Step 6: Review the report
Go to Imports. Each import is one row with the file name, the import type, who ran it, and the import date.
Click the View import report icon to open the PDF report in a new tab. Allow pop-ups for SurgeTK, or you see "Unable to open the report. Please allow pop-ups for this website and try again."
Click the Download original file icon to get the file you uploaded.
Only the person who ran the import and Admins can open the report and the file.
The newest import in the firm has an Undo button. See Undoing Your Most Recent Import.
For billing imports, the Download original file icon gives you a summary CSV that SurgeTK generates. It lists each account or household, the period and the amount recorded. It is not the spreadsheet you uploaded.
Never import the same period twice
Warning: Do not import the same period twice. Importing it again adds the amounts together. Use Undo first. |
If the billing import is still the newest import in your firm, undo it on the Imports page, then import the corrected file. See Undoing Your Most Recent Import.
If it is not the newest import, correct the amounts by hand. Account entries are on the account's Billing tab. Household fees are under Edit Household › Billing.
A repeat import with the same Billing Type, period and number of rows may not save an import report. An import without a report cannot be undone.
What the import does and does not do
Matching
The messages below show an example ID in place of the value from your file.
Billing Type | How rows are matched | Message when a row fails |
Account | First an exact Account Number match. Then a match that ignores dashes, spaces and letter case, as long as exactly one account matches. | More than one match: "1234-5678" matches 2 accounts once dashes/spaces are ignored — use the exact account number as it appears in SurgeTK. No match: No account in SurgeTK matches "1234-5678" (dashes, spaces, and letter case are ignored when matching). Make sure this account has been imported or synced first, and that the Account Number column is mapped correctly. |
Household | An exact Household ID match. Use the ID shown next to Household ID: on the household page, or the one you imported. | No household in SurgeTK matches ID "HH-1001". Check that the Household ID column is mapped correctly and matches the household IDs shown in SurgeTK. |
Amounts
Within one file, rows for the same account or household with different amounts are added together. A fee row and an adjustment row net out.
A row with the same ID and the same amount as an earlier row is skipped as a duplicate. It is not added.
Negative amounts are subtracted from the period total.
Where the data goes
Account billing is stored on each account. You can see and edit it on the account's Billing tab.
Household fees are stored on the household. You can see and edit them under Edit Household › Billing.
Both add up into the Annual Billing box on the household page.
How billing shows on the household page
The Annual Billing box shows the household's total for the year. Click it to open the Annual Billing window. If part of the total is projected, the number carries a ≈ sign and the window shows an Includes projection badge.
What the window shows
Billing on this household's accounts: the account total. When part of it is projected, two smaller lines show Recorded and Projected for the rest of {year}.
Household-level fees: fees recorded on the household itself. Always recorded amounts, never projected.
Total: account billing (recorded plus projected) plus household fees (recorded only).
Effective rate: annual billing divided by billable assets. Billable assets exclude employer plans such as 401(k)s. The row appears only when both numbers exist.
One coverage sentence, for example "3 of 4 accounts have billing recorded for 2026." When an account has only part of the year, the sentence adds "One has only part of the year recorded, so the remaining months are projected from what's there — that's the ≈." When some accounts have nothing, it adds "Accounts without billing simply add $0; they are never projected."
How SurgeTK projects a year
An amount imported with the Year cycle is used as-is. Nothing is projected.
Otherwise, if the account has quarterly amounts for the year, SurgeTK averages them and multiplies by 4.
Otherwise, if the account has monthly amounts for the year, SurgeTK averages them and multiplies by 12.
When an account has quarterly amounts in a year, its monthly amounts for that year are ignored in the total.
An account with no billing for the year adds $0. It is never projected.
Household fees are never projected.
Which year is shown
The current year. If nothing is recorded for the current year, SurgeTK shows the latest year that has billing data. The box then shows that year in parentheses, and the window says "Nothing recorded yet for {current year} — showing {year}, the most recent year with billing data".
Best practices
One period per file, one file per import.
Check Imports for an earlier import of the same period before you start.
Use the exact Account Numbers or Household IDs that SurgeTK shows.
Put an adjustment on its own row with a negative amount.
Use the Year cycle when you have a full-year figure. It removes projection.
FAQs
Do I need date or period columns in my file?
No. You pick the cycle and period on the upload step. Every row goes to that period.
What is the difference between Account and Household billing?
Account billing ties fees to specific accounts and adds up per household. Household billing records flat fees on the household itself, such as planning fees.
Why do all my rows show as Updated?
Billing imports always report successful rows as Updated. The Created count stays at 0. This is normal.
Why did a row fail?
The account or household was not found. Import or sync it first, then check the ID.
I imported the wrong amounts. Can I import the file again?
Not directly. A second import adds to the stored amounts. Undo the import first if it is still the newest one. Otherwise correct the entries by hand.
Why does the Annual Billing box show ≈?
Some accounts have only part of the year recorded, so the rest of the year is projected.
Quick start tip: Download the template, fill in Account Numbers or Household IDs with amounts, pick the Billing Type, cycle and period on the upload step, and import each period once.