The Powered Now contact export
Powered Now exports its contacts as a CSV file of customers, suppliers or both. The file comes in through Import, in Settings, as Customers from Another spreadsheet. The one column a customer file must have is Customer name, and forename and surname columns alone do not fill it.
Suppliers are kept apart from customers here, and the import brings none in. A supplier row left in a customer file is read as a customer.
- A Name, Customer, Company or Trading name column as the customer’s name
- Forename and surname columns joined into the contact’s name
- Address 1, Address 2, Town or City, County and Postcode columns as the address
- A whole address in one cell split into lines, a town and a postcode, and counted
- A site with a BT postcode filed in Northern Ireland
- A phone number a spreadsheet stripped of its leading 0 given the 0 back, and one written as a figure such as 4.47701E+11 left out, both counted
- A VAT number or VAT no column as the customer’s VAT number
- Principal contractor, Main contractor or Contractor in a column matched as Classification giving a new customer the type Principal contractor, with or without a VAT number
The payment outstanding report
Powered Now’s report of invoices with payment outstanding covers the time frame chosen and downloads as an Excel sheet. An Excel workbook is refused here, so the sheet comes in once it is saved as CSV, as Open balances.
Four columns must be matched: Customer, Invoice number, Invoice date and Still owed, including VAT. The figure in that last column is what is filed as owed. A row naming a customer who is not in your book yet is not brought in, and neither is a row showing a customer in credit, as money owed to a customer is a credit note.
A pound sign or a thousands comma in an amount is read. Dates are read day first, as in 30/06/2026. A month in words, as in 30 Jun 2026, is not read, and nor is a date written as a bare number, the way Excel holds one underneath. Each such row is refused, quoting the cell.
Each row becomes a sent invoice under its own number and date, holding the whole sum still owed with no VAT split out of it. No PDF is drawn and nothing is emailed as it comes in. While Chase an unpaid invoice is on, a customer with an email address is sent one email about an invoice already overdue, in place of the reminders it missed. Later reminders follow as for any invoice raised here.
Certificate reminders and appliances
Powered Now exports its certificate reminders as a spreadsheet. No import reads a reminder. A file with one appliance on each row comes in as Appliances, offered where one of your kinds of work covers appliances.
Two columns must be matched: Customer and What it is. Each customer must already be in your book. A column matched as Postcode or Address picks among that customer’s own addresses, and a serial number already at that address is matched rather than added twice. A row with no serial is matched row for row on kind, make and model, so the same file brought in again adds none.
Where an appliance’s kind has a service schedule, its next service date is taken from a column matched as Next service due, or worked out from one matched as Last serviced. A service date on any other kind is left out and counted.
The check, column by column
Check this file runs the whole file through the same rules as bringing it in, then undoes every change. Which column is which offers your columns for each field, each shown with its first value, and Not in this file for a field the file lacks.
A line beside that heading counts the columns used and names the rest. After a change, Check again runs the file again, and Bring it in waits until it has.
What this would do gives counts for the whole file. Rows not brought in are listed first, each saying why. Rows copied straight from a spreadsheet can go under Or paste the rows instead of a file, with the column names on the first line.
Gas Safe, OFTEC, F-Gas, NICEIC, NAPIT and HETAS
The gas pack’s kinds of work name Gas Safe, the oil pack’s three boiler kinds name OFTEC, and the air conditioning pack’s kinds name F-Gas. Each is the person’s own registration.
A rewire, a consumer unit replacement or a periodic inspection names NICEIC or NAPIT, and the firm’s registration with either one covers it. For a firm in Great Britain, a stove installation names HETAS, and the firm’s own HETAS registration covers it.
What happens to a booking the registrations on file do not cover, because one is missing or has run out, is set under Booking someone not certified for the work: Don’t check, Warn and allow or Refuse the booking.