Import invoices and invoice articles from CSV

Self-Hosted | v5
1

Is there an example format or template file for CSV files for invoices and invoices articles that I can use as a base for import process?

(If I use export as an example, it exports invoices separately from invoice articles).

How can I link client in CSV invoice file with clients in database? (I see a field client::name, but not client::id or similar).

Thank you.

2

Hi,

You can use any format, when you upload the file you can map the fields. To create an invoice with multiple line item each line in the CSV file for the invoice needs to have the same invoice number.

You can link clients using their name or email, the id will be looked up during the import.