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Importing Files

Importing Data

The FusionInvoice Import Tool will allow you to easily import data from another software (or an older version of FusionInvoice).

How to Use the Import Tool

  1. Create CSV file using the template file found on the relevant page of the importer and the the data from your old database. Make sure you have all required columns (shown below), or the import could fail.
  2. Once you have the files ready to be imported: Go to System -> Utilities and Logs -> Import Data.
  3. Choose the type of records to import,
  4. Select the file to be imported
  5. Map the fields. The system will attempt to do this for you. 
  6.  Press the Submit button.

Note: If you are importing multiple CSV files, the files must be imported in this order: Clients, Quotes, Quote Items, Invoices, Invoice Items, Payments, Expenses, Item Lookups

CSV File Requirements

  • All files must be saved in .csv format.
  • All files must have the column names as the first row of the file.
  • Any column value which contains a comma that is not separating values must have the comma enclosed in quotes.
  • Any column which imports a date should contain the dates formatted as yyyy-mm-dd.

File Layouts

Clients

Required columns
  • Name
  • Type
Optional columns
  • address
  • address2
  • city
  • state
  • postal code
  • country
  • phone
  • fax
  • mobile
  • email
  • web
  • any custom client fields

Notes:

  • The Type column should always contain one of three values: customer, prospect, or lead.

Quotes

Required columns
  • date
  • company_profile
  • client_name
  • quote_number
Optional columns
  • group
  • date_expires
  • summary
  • terms

Notes

  • If the client_name finds a matching client already in the system, it will attach the quote to that client record. If it does not find a matching client, it will create a new client record to attach the quote to.
  • The company_profile column should contain the name of the company profile to attach the record to.
  • If used, group column value should match an existing Group name. If this column is excluded or if it contains a non-matching value, the default group will be assigned to the quote.

Quote Items

Quote Items CSV File Template

Required columns
  • quote_number
  • name
  • quantity
  • price
Optional columns
  • description
  • tax_1
  • tax_2

Notes

  • The value in the quote_number column must match an existing quote already in the system. If it does not, the record will not be imported.
  • The value in the price column should be formatted using a . as the decimal.
  • The company_profile column should contain the name of the company profile to attach the record to.
  • If used, the value in the tax_1 and tax_2 columns should match the name (not percent) of an existing tax rate already in the system. If it does not, no tax rate will be assigned to the item.

Invoices

Invoices CSV File Template

Required columns
  • date
  • company_profile
  • client_name
  • invoice_number
Optional columns
  • group
  • due_date
  • summary
  • terms

Notes

  • If the client_name finds a matching client already in the system, it will attach the invoice to that client record. If it does not find a matching client, it will create a new client record to attach the invoice to.
  • If used, group column value should match an existing Group name. If this column is excluded or if it contains a non-matching value, the default group will be assigned to the invoice.

Invoice Items

Invoice Items CSV File Template

Required columns
  • invoice_number
  • name
  • quantity
  • price
Optional columns
  • description
  • tax_1
  • tax_2

Notes

  • The value in the invoice_number column must match an existing invoice already in the system. If it does not, the record will not be imported.
  • The value in the price column should be formatted using a . as the decimal.
  • If used, the value in the tax_1 and tax_2 columns should match the name (not percent) of an existing tax rate already in the system. If it does not, no tax rate will be assigned to the item.

Payments

Payments CSV File Template

Required columns
  • date
  • invoice_number
  • amount
  • payment_method
Optional columns
  • note

Notes

  • The value in the invoice_number column must match an existing invoice already in the system. If it does not, the record will not be imported.
  • The value in the amount column should be formatted using a . as the decimal.
  • If the payment method value matches the name of an existing payment method already in the system, it will link itself to the existing payment method. Otherwise, it will create a new payment method record to link to.

Item Lookups

Item Lookups CSV File Template

Required columns
  • name
  • description
  • price
  • tax_1
  • tax_2
Optional columns

Notes

  • The value in the price column should be formatted using a . as the decimal.
  • If used, the value in the tax_1 and tax_2 columns should match the name (not percent) of an existing tax rate already in the system. If it does not, no tax rate will be assigned to the item.
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