Custom FOCUS import

Prerequisites

A cost file in FOCUS format (version 1.1 through 1.3), with at minimum ChargeCategory, ChargePeriodStart, BilledCost, and ServiceName columns. Add ChargePeriodEnd if any of your costs are amortized.
The file must be 100 MB or smaller. Split a larger export into multiple files and upload them one at a time.

Connect

Prepare your FOCUS file

Export or build a CSV with the required FOCUS columns. Most billing systems that publish a FOCUS export can produce this directly.

Upload it to LevelFour

Open Connect Providers, select Custom provider > Upload a FOCUS CSV, name the provider, and upload the file. Click Confirm and import.

Confirming it worked

The connection moves to Connected, and the rows from your file appear in your cost views under the provider name you chose. Your first data appears within a day.

Rotating or removing access

There is no credential to rotate. To remove the data, disconnect the provider under Connect Providers.

Troubleshooting

Symptom	What to do
The upload is refused	Confirm the file is under 2 MB and 10,000 rows, and that it has the required FOCUS columns with those exact names
Amortized costs look wrong	Include `ChargePeriodEnd` for any row that represents an amortized cost, not just `ChargePeriodStart`
You need to add more history later	Upload another file. Each upload adds rows; it does not replace what is already there

Connect Providers lists every provider you can connect
Add a recurring cost is simpler for a flat monthly charge with no per-line detail