Import of clients (or products) from EXCEL files to InvoiceOcean

Created: 2020-10-27
Last updated: 2021-11-09

In order to import data to InvoiceOcean, go to the Clients (or Products) menu, in the upper right corner you will find the settings function button. Using it, expand the tab and select Import from CSV (or Import products from CSV).

Then, in the first step of import, select the CSV file saved on the disk. The second step of import is to match the data to the appropriate columns.

How does it work in practice?

First choose the file.

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  Here we also assign column names to their contents.

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After matching the appropriate fields to the indicated boxes, use the Import data button.

A comma-separated CSV file can be obtained by exporting from EXCEL as follows:
Expand the File tab, then Save As. Enter a file name. In the Save as type field, select the CSV (Comma delimited) option.
 

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What happens if you want to update a previous client or product import by overwriting the data with another import file?

As for client data, when importing a file with updated data, the program searches for customer TIN numbers and automatically updates other data.

As for updating product data, you can find more information here.

Invoices are imported in the system in a similar way, as you can read about here.

If you have any problems with importing - please contact us at helpdesk@invoiceocean.com - we will try to help.

 



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