Import Invoices

Before You Start

Make sure you’ve already imported the following:

• Customer Addressbook
• Service Locations
• Jobs

Prepare Your File

Use the Invoice Import Template and include the following:

• Invoice ID
• Service Location ID (from previous imports)
• Customer ID (from previous imports)
• Job ID (from previous imports)
• Invoice ID (required – if you don’t have one, create your own)
• Customer Notes
• Invoice Date
• Tax
• Total Price
• Invoice Description
• Line Item Description
• Terms
• Username or Created By

Important Reminders:

• Don’t include duplicate records—they will be imported separately.
• Remove column headers before uploading the file.
• Make sure the data in each column is valid. Invalid data (e.g., wrong date format or missing required info) can cause the import to fail.

INVOICES IMPORT TEMPLATE

How to Import Invoices

1. Go to Settings > Integrations > Import List.

On the Import List Page click on Actions, and on the drop-down select Import Invoices.

2. Upload Your File:

• An import window will appear
• Choose your Timezone
• Click Upload and select your Excel file

3. Map Columns:

• Match the columns in your file to the corresponding fields in the system, then click Save.

4. Check Status:

• The file status will show as COMPLETE once done.
• If you have a large file, this may take a few minutes.

5. Verify Your Import:

• Click the 3 dots next to the file > select Details
• Check that the number of All Rows matches Successful Rows
• Spot check by going to Customer Module > Select a Customer > Invoices Tab to confirm the data is correct

If There’s an Error

• Rows with issues will not be imported.
• You’ll see:
  • The row number with the error
  • The row’s content
  • An explanation of the issue in the Error Tab
• You can export the error log to Excel, fix the issues in your original file, then re-import.