OFFICE: Importing Invoice Items

How do I import Invoice Items, Add-on's and Packages?

If you have an extensive list of Invoice Items, Add-on's and Packages you can import them as a CSV file instead of having to create each one manually.

To get started navigate to Office > Invoices.

Hover your cursor over Import in the top navigation menu bar and select CSV Import from the dropdown menu.

To upload the file either select the Select File button and choose the file or you can click and drag the file onto the perforated area.

IMPORTANT: Currently only CSV files in UTF-8 encoding are supported. You can convert your CSV to UTF-8 with your choice of spreadsheet viewer.

You can use Download the CSV Sample to help you get started with the relevant Fields. 

Once you have created your CSV, Click Upload or drag your CSV File to the upload box.

After uploading the file you will be prompted to select from the dropdown menus to assign each data field correctly. Only the Type, Reference Title, Public Title, Rate and Quantity are required fields.

By default, the Items, Add-on's and Packages you import will be new ones. However, you can choose to Update the existing ones you have.

After successfully importing your Items, you will see a message linking you to the Import Logs page.

How do I access the Import Logs of my Billing Items?

Navigate to Office > Invoices>

Hover your cursor over  Import in the top navigation menu bar and select Import Logs from the dropdown menu.

Here you will see a listing of all Invoice Items you have imported. You can click on the Options menu button (3 dots) for ways to interact with the import.

View: This will bring you to a summary page with basic information about the import.

Download: Will download the file as it was originally uploaded.

Delete: This will delete the Import Log.

IMPORTANT: The Delete option will only delete the log, NOT the Items that were imported.