Managing large volumes of invoices can be challenging, especially when switching systems or updating records. With our import feature, you can quickly bring all your invoice data into one place, reducing manual entry and ensuring accuracy.
Step 1: Navigate to Income ->Invoicesto manage and view your outstanding invoices.
Step 2: Click the Import button to initiate the import.
Step 3: Download Sample File
Download the Sample File by clicking Download Sample File . This provides a structured format for your data, making sure it's correctly organized for import.
If you’ve already prepared your file, you can skip ahead to Step 6.
🟩 Tip: Use the sample file to avoid formatting errors, and save it as a backup template for future imports!
Step 4: Fill Out the Template
Enter your invoice data. The following fields are required:
- Client Name
- Invoice Date
- Invoice Due Date
- Item Name
- Quantity
- Account
- Unit Price
- Optional fields include Memo, Currency, Description, Discount, and Tax.
🔶Note: Ensure all required fields are filled out, or your import may encounter errors.
Step 5: Save the file, then return to the Fynlo apps.
Step 6: Drag the file into the uploader box or click Browse to select the file.
Step 7: Map Fields and Review Data
Map the columns in your file to the system’s fields. Double-check that all mandatory fields are matched correctly.
Step 8: Proceed by clicking on the Save button
Step 9: Confirm Data
- If there are any errors, a toggle will appear to view the error list.
- Fix the errors by clicking the Edit button. An error message will be displayed below the details.
- After correcting the errors, click the Save button. This will show all the contact data that is good to upload.
🟥 Warning: If there are errors, you must resolve them before the file can be imported. The system will guide you with messages.
Step 10: After confirming the data, click the Confirm button.
Wait for a confirmation message that your data was successfully imported.
Step 11: View Uploaded Data
Click Back to List to view your imported invoices.
Ready to streamline your invoicing? Start importing now and simplify your financial management. For guidance on any import errors, check our Failed Importing of Invoice Data guide.
Need Help?
If you have questions or need further assistance, contact us at support@fynloapps.com—we’re here to help!
Related Topics
⚠️ Failed Importing of Invoice Data
📤 Why Exporting Invoice Data is Essential in Accounting