CSV Bulk Invoice Import (Purchases)

CSV Bulk Invoice Import can be used for automatic uploading and processing of the list of purchase documents from CSV file.

It is possible to select the document type and the operation type before starting the process.

CSV Bulk Invoice Import is available by going to Purchases -> New Operation -> CSV Bulk Invoice Import.

Each of the processed documents can be either saved as draft or posted.

Import runs in the background mode so it's not required to wait while the process will be completed by staying on the same page.

Required fields (columns):

• InvoiceDate - document date, if it is left blank the current date will be used

• SupplierName - supplier name, if supplier is not found it will be created

• ItemName1 - existed product name or item description, if product is not found it will be created

• ItemPrice1 - price

All other fields (columns) are optional.

The columns order does not matter but the headers are important and should be the same as in the template.

The required columns are marked with asterisk in the template but this symbol is not required.

The fields to add a line item (N - increment number):

• ItemNameN - existed product name or item description;

• ItemCodeN - existed product code, if item name is left blank then the item will be looked up by the given code;

• ItemQtyN - quantity, if it is left blank then the value 1 will be used;

• ItemPriceN - price;

• ItemDiscountN - line discount in %;

• ItemAccountCodeN - account code, if it is left blank the default code will be used;

• ItemTaxKeyN - tax key name or ID, if it is left blank the default tax key will be used;

Up to 25 line items are supported for a document row: ItemName1, ItemName2, ItemName3, ... ItemName25

At least 2 columns should be added for every additional line item (N - increment number):

• ItemNameN

• ItemPriceN 

InvoiceNumber - document number;

The fields to create a new supplier:

• SupplierName - supplier name

• IsCompany - supplier type, the value should be 1 or true to set the type to Corporate and 0 or false to set the type to Individual

• SupplierRegNumber - registration number

• SupplierVatNumber - VAT number

• SupplierAddress - address (street, city)

• SupplierZip - zip code

• SupplierCountry - 2-Letter country code (ISO 3166-1 alpha-2)

• SupplierEmail - email address

The existed shipping address will be looked up by the following fields (for Credit Notes only):

• ShippingTo

• ShippingAddress

The fields to create a new shipping address (for Credit Notes only):

• ShippingTo - recipient name

• ShippingAddress - address (street, city)

• ShippingZip - zip code

• ShippingCountry - 2-Letter country code (ISO 3166-1 alpha-2)

ShipperName - shipper name (for Credit Notes only)

The fields to add a shipping charge:

• ShippingCharge - shipping charge;

• ShippingChargeAccountCode - account code, if it is left blank the default code will be used;

• ShippingChargeTaxKey - tax key name or ID, if it is left blank the default tax key will be used;

PaymentMethod - payment method, can contain one of the following values (If it is left blank the default value will be used):

• 0 - Not Defined

• 1 - Bank

• 2 - Cash

• 3 - Card

• 4 - Prepayment

• 5 - Offsetting

• 6 - Factoring

Comment - comment;

The fields to add a new payment to the posted document (N - increment number):

• MoneyAccountNameN - money account name, the currency of the account should be the same as in the document;

• PaymentAmountN - payment amount;

Up to 3 payment types are supported for a document row: MoneyAccountName1, MoneyAccountName2, MoneyAccountName3

Other fields:

• Tags - tags (multiple tags can be added, separated by commas)

• ProjectName - project name