OFFICE: Importing Invoice Items

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

Rather than entering each invoice item individually, you can upload multiple items at once by importing a CSV file containing your invoice items, add-ons, and packages.

Start by going to Office > Invoices.

In the top menu, hover over Import and choose CSV Import from the options that appear.

Upload your file by clicking the Select File button to browse your computer, or drag and drop the file onto the designated upload area.

Important: CSV files must be encoded in UTF-8 format. If needed, use your spreadsheet application to convert your file to this encoding.

You can download the CSV Sample template to see which fields you’ll need to fill in.

Once your CSV is ready, click Upload or drag it into the upload box.

After the file uploads, you’ll need to map your data columns to the correct fields using dropdown menus. Only Type, Reference, Title, Public Title, Rate, and Quantity are required.

By default, imported items will be created as new entries. If you’d prefer, you can select the option to Update any existing items instead.

When the import finishes, you’ll see a confirmation message with a link to the Import Logs page.

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

Go to Office > Invoices.

Hover over Import in the top menu and select Import Logs.

You’ll see a list of all invoice items you’ve imported. Click the Options menu (three dots) next to any import to see your choices:

View: Opens a summary page showing the details of that import.

Download: Saves the original file you uploaded to your computer.

Delete: Removes the import log entry.

Important: Deleting an import log only removes the log record—it does not delete the items that were imported.