carmen
April 27, 2019, 9:21pm
1
Hello.
Here is what I have done, I did create a Demo company and put some data in, and exported out so I had an idea of the field.
I have also created 2 clients who i am trying to move from company A to B, using JSON format and it fails.
Also when uploading the product list it fails. Is there an guide on this ?
Thanks
Carmen
hillel
April 27, 2019, 9:28pm
2
You can use any CSV format and map the fields after uploading the file.
Are there any specific error messages?
carmen
April 28, 2019, 12:03am
3
Hello
I get a Please Confirm your account to import data.
carmen
April 28, 2019, 12:05am
4
Aja…
I can upload to the main company but not to the 2nd or 3rd.
Thanks
Carmen
hillel
April 28, 2019, 12:26am
5
It sounds like you need to confirm the email for your secondary companies.
You can resend the confirmation email on Settings > User Details.
Related csv question.
My item descriptions use new lines.
For example this may be how my item description is formatted.
Standard web hosting
500mb space
1 database
2 emails
I have only been creating products in invoice ninja and using the enter key for a new line in product description field.
If I create a csv in excel there is no way to add a new line or line break within a cell.
If you understand what I am saying.
Any thoughts?
Sorry if it’s a weird question. I just feel if I had to create a csv with products it would be quicker.
It should be possible using our API or an integrator such as Zapier.
https://zapier.com/apps/invoice-ninja/integrations