How to Read the Twilio Invoice CSV Supplement

In March of 2019, we launched a CSV supplement for Twilio invoices to help users tabulate their monthly data and analyze trends. This guide is intended to help users properly read and utilize the data presented in the CSV supplement. Have you ever wondered how your Twilio usage has changed from month to month, or are you interested in manipulating your invoicing data to gain additional insights into your usage and spend? If so, continue reading.

Access the Invoice CSV Supplement

Invoiced customers can download the CSV supplemental invoice from the Billing Overview page in Console.
Screenshot of Billing Overview where taxable customers or invoiced customers can download PDF invoice and CSV supplement.

What Can you do with the CSV Supplement?

The CSV supplement gives you the ability to sort, filter, and manipulate your invoicing data, allowing you to gain valuable insights into your Twilio product usage across different countries and time frames. Here are some examples of what's possible:

  • Analyze the total dollars spent in each country
  • Find the variance in the number of SMS sent each month.
  • If you have multiple accounts on one invoice, you can analyze the usage of each item group across different accounts.
  • You can also combine CSVs from multiple months to see the trend of usage.

What Data is found in the CSV Supplement?

The columns in the CSV supplement match the information in your PDF invoice. The difference is that in CSV format, you can manipulate this data as needed. Here's an overview of what all is included:

Part 1: columns A - D

In Part 1, the columns go from high-level to detailed, as you scroll from left to right. Many users will not need the lowest level of detail in the invoice, so we organized your data in a sequential hierarchy, allowing you to focus on the level of detail you want to summarize.
Screenshot of CSV supplement showing the first 4 column headers. Screenshot has hypothetical data. 

Here is an example hierarchy explained via a graph:
An illustration of the four-level hierarchy of information shown on PDF invoice and CSV supplement.

Part 2: columns E - F

In Part 2 of the CSV supplement, each item’s usage in the month is broken down by quantity and amount.
Screenshot of CSV supplement showing columns E and F. Screenshot has hypothetical data. 

Part 3: columns G - J

In Part-3, the account identifier (or Account SID) is available for cross-referencing along with the date and invoice identification information to help connect multiple CSVs together.
Screenshot of CSV supplement showing columns G through J. Screenshot has hypothetical data.

Using Pivot Tables to Analyze and Visualize the CSV Data

Opening the Invoice CSV in a spreadsheet application (examples: Microsoft Excel, Google Sheets, LibreOffice Calc, Apple Numbers, etc.) allows you to build pivot tables and charts, and better analyze the information presented:

  • You can analyze the total service spent or usage across countries.
    Sample pivot table and chart possible using CSV supplement. 
  • Customers with multiple Twilio projects on one invoice can use pivot charts to analyze the usage of each item group across different projects, or the consumption in each project across different countries.Sample pivot chart possible using CSV supplement. 
  • You can also combine CSVs from multiple months to see the trend of usage.Sample pivot table and chart possible using CSV supplements from multiple months. 

For help creating pivot tables and charts, please see the following resources:

Future features

If you have multiple Twilio projects on one invoice, you can see usage per project at present. Just as the PDF invoice has sub-account usage rolled-up to the account level, similarly, the CSV supplement will initially have information rolled-up. That said, we plan to eventually expand capability to enable you to see usage per sub-account.

Additional capabilities that will be launched soon include the country of usage for each item used, such as Canada or the Bahamas and the high-level product group such as SMS Messages and Voice.

Have more questions? Submit a request
Powered by Zendesk