Receivables can only be imported into our system using a CSV file through our import feature. You can access this functionality by clicking the 'Import Receivables' button at the top right.
Each invoice must be associated with a customer. If the customer is not already in our system, they will be created during the first invoice import.
We have three options in the Import Receivables window:
Import Tab
You can drag and drop your file or open your file explorer to select the CSV file containing the receivables to import. Please note that we only support CSV files up to 10MB in size.
Import History Tab
Displays import logs, including errors if the import was not successful. Please note, import logs will remain accessible for 60 days.
Column-Mapping Tab
This allows you to match columns from your external CSV file to the corresponding fields in our dashboard. This mapping process ensures that your data is accurately aligned with our system and only needs to be completed once at the beginning of the implementation process.
Please consider:
- Only one mapping schema is allowed per account.
- Required fields are marked with an asterisk.