Importing data to hosted invoice ninja service

Hosted • invoicing.co | v5
1

I have friends with a business who are using an old and unreliable custom/bespoke system for their invoicing. They are not computer technical at all hence why I am going to sign them up for the hosted pro package to see how they cope.

They have many clients and items in their catalogue. Is there a simple way to import them into invoice ninja? I am going to see what their current system provides as an export. Should I be looking to get the items as a .csv file or similar? Is there a template (with headings) that I should work to?

There is an import section in Dashboard >> Settings >> Import / Export for some other software, but I cannot find out what the format should be. Obviously, I shall have to reorder what I can extract, but need a starting point or some example files.

2

Hi,

CSV is the best option. You can use any format, after you upload the file you can map the columns in the file to fields in the app.

3

Brilliant, thank you. My biggest concern is that there seems to be no way to import products - only clients and invoices are listed. Am I missing something? This is currently a show-stopper for me to start using InvoiceNinja.

4

Ahh, Don’t worry, I just noticed the import button on the products page rather than the settings page. D’oh!