Import clients (or products) from EXCEL files into InvoiceOcean

To import data into InvoiceOcean, go to the Clients (or Products) menu, and in the upper right corner, you will find the settings button (the gear symbol). Use it to expand the dropdown menu and select the option Import from CSV (or Import products from CSV).

Then, in the first step of the import, select the CSV file saved on your disk. The second step of the import involves matching the data to the corresponding columns.

How to do it?

First, choose the file

Here, you also need to assign the column names to their corresponding content.

NOTE! In the second step of the product import, you can import product codes that are visible in the invoice items; simply assign them to the corresponding column.

After assigning the appropriate fields to the indicated boxes, use the Import Data button.

A comma-separated CSV file can be obtained by exporting from programs like EXCEL, OpenOffice, or Google Docs as follows:
Expand the File tab, then select Save As. Enter a file name. In the File Type field, choose the "CSV (Comma Delimited)" option

What happens if you want to update the file with data (from clients or products) already uploaded to the system?

For client's data, when importing a file with updated information, the program searches for the tax identification numbers (VAT ID) of the clients and automatically updates other data.

Regarding product data updates, you can find more information here.

Invoices are imported into the system in a similar way; you can read about it here.

If you have any problems with the import, please contact us at: info@invoiceocean.com - we will try to help you.