Importing your data 2/4: Invoices and Bills
Watch this video on how to import your multi-line data or read on below:
You can import multi-line invoices and bills using the Import feature.
How multi-line imports work
Note: Multi-line imports apply to invoices, simplified invoices and bills
Since invoices (or bills) must have one or more line items, during your import WeKeep will ask you which column uniquely identifies an invoice. WeKeep will use this column to make sure that line items having the same invoice identifier are imported into the same invoice.
The easiest way to obtain a template that matches the invoices and bills sheet header in WeKeep is to export them to CSV and only keep the header.
Your file must therefore be structured as follows:
- Each row in your file must represent one line item in an invoice.
- Columns that are mapped to an invoice-specific field (such as the Date or Invoice Number) must be repeated in each row.
- You must include a column that uniquely identifies an invoice. This column value must be the same for all line items, so that WeKeep can tell which line items belong to the same invoice.
For example, you may use the Invoice Number column as a unique identifier, or create your own unique identifier column while you're preparing the import file.
- Columns that are dropdowns (such as Contact, Account, Tax Rate, Item, Projects) must use the exact spelling of the value. For example, if you have a contact called "My Customer ABC" in WeKeep, in your import file you must use the exact, case-sensitive spelling.
- WeKeep will not automatically create missing Contacts, Accounts, Tax Rates, Items, Projects. You must make sure that they exist in WeKeep before including them in an invoice import file.
- You do not need to import all columns. WeKeep will allow you to import an incomplete row if you wish. You can then complete the row after you import.
- If you import an incomplete invoice with a SENT status, WeKeep will automatically set it back to DRAFT.