Tacti Billing Excel Project

on our sharepoint platform we have an excel file for every client that has a balance, this file contains the details of the service provided in the past ( each line is a service provided ) and the cost of that service and the balance left after that calc, also we have in the file every renewal/ additional fund the client added when his balance dropped near or below 0. until now this was done manually from data that every technician put on his hourly report. a secretary copied an edited the data on the client billing excel. We have started working now with an online ticketing system and need to extract data from our ticketing web platform, at the moment this data canbe exported via csv file and it contains all the service provided to all the clients from the start of the usage in the new ticketing system. we need someone to export from the main billing excel ( that we need to export on a schedule weekly or monthly, unless an API can be used to pull the data directly – this we can check with the ticketing system ), have that data imported to the relevant clients excel file ( data relevant to a client will be put in his file and this repeats for all clients ) – this can be done the other way around, to have the clients excel pull the data from the main ticketing excel. the data pulled is the new and updated from the last pull. do a calculation of cost based on criteria in the data and from an external “pricelist” of cost per hour etc. and do the calculation of how much was the balance before the last pull and how much is left. we might also change the pricelist from time to time so the calculation should be sensitive to the date of the service and the pricelist update date. we also might change the structure the file exported from the ticketing site with new data so we want to be able to control the calculation of the variables. i attach 3 files, the New Billing Summary (1) - example from our ticketing site the other 2 are examples for clients billing files. ( that is in hebrew but the only thing important is the calculation part )