I am trying to import all of my exported data from Invoiceasap but in order to set the correct columns for the import of clients, products, services, estimates, invoices, etc… I could not find a specific export for any of those items in Invoice Ninja so that I could use that format for my import.
In v5 you can export data to CSV using the reports.
Are there specific columns which are missing?
I can give you an example from an export of InvoiceAsap if you like but I don’t know if I can upload here
Company Name | Job Name | First Name | Last Name | Email | Contact Phone | Mobile Phone | Billing Addr1 | Billing Addr2 | Billing City | Billing State Or Province | Billing Postal Code | Shipping Addr1 Shipping Addr2 | Shipping City | Shipping State Or Province | Shipping Postal Code
I’m not sure I understand.
You should be able to map the fields when importing, are there specific fields missing?
I created a couple of test users and did a report but only had a few columns with no addresses… What do I need to import my client list, product list and services list into Invoice Ninja as far as mapping goes? I can copy my data into the correct columns but I don’t know what the column headers in Invoice Ninja need to be. That’s why I sent you a list of my column headers.
Have you tried the CSV import yet?
You can use any column headers, after you upload the file you’ll have a chance to map the columns.
Ok no I haven’t… Normally what I have done in the past is to export from the target and export from the source and copy paste information. I will try the import
THANKS @hillel, … That was VERY Easy
Now, I have products and services. What would you use for Services?
As I was attempting to import my past invoices, I am not seeing Sub Total, Tax, Total, Paid Y / N (just Balance) What would you use for those?
To import an invoice you need to set the line item qty/costs, the app will automatically calculate the total.
Ok, I will try it this morning
Is that for historical invoices as well?
This applies to all invoices imported as CSV
The only problem is that I am having an issue mapping certain fields for the import…
Can you please provide specific examples, we’re working now to improve the CSV import.
The app doesn’t support importing the total, you need to import the line items and the total will be calculated.
Ok, I was trying to import historical data so that I could COMPLETELY migrate to IN without missing any data