Importing Data


The FusionInvoice Import Tool will allow you to import data from a pre-2016 version of FusionInvoice, or will allow you to easily import data from another software.

Importing Files

CSV File Requirements

File Layouts


How to Use the Import Tool

  1. Install FusionInvoice. Ensure you have the latest version.
  2. Create CSV file using the data from your old database using the information regarding file layouts bottom of this page. Make sure you have all required columns, or the import could fail.
  3. Once you have the files ready to be imported: Go to System -> Import Data.
  4. Choose the type of records to import, select the file to be imported and press the Submit button.
    Note: If you are importing multiple CSV files, the files must be imported in this order: Clients, Quotes, Quote Items, Invoices, Invoice Items, Payments, Item Lookups
  5. Map each of the required fields (indicated with a *).
  6. If applicable, map each of the optional fields to be imported as well.
  7. Press the Submit button to import the records.
  8. Repeat the steps until all the files have been imported.

CSV File Requirements

  • All files must be saved in text .csv format.
  • When viewed in a code editor, the columns must be separated by commas.
  • All files must have the column names as the first row of the file.
  • Any column value which contains a comma must be enclosed in quotes.
  • Any column which imports a date should contain the dates formatted as yyyy-mm-dd.

File Layouts


Clients

Client CSV File Template

Required columns
  • Name
  • Type
Optional columns
  • unique_name
  • address
  • city
  • state
  • zip
  • country
  • phone
  • fax
  • mobile
  • email
  • web
  • any custom
    client fields

Notes:

  • The Type column should always contain one of three values: customer, prospect, or lead.
  • The unique_name column is a unique identifier for a client record.

Quotes

Quotes CSV File Template

Required columns
  • date
  • company_profile
  • client_name
  • quote_number
Optional columns
  • group
  • date_expires
  • summary
  • terms

Notes

  • If the client_name finds a matching client already in the system, it will attach the quote to that client record. If it does not find a matching client, it will create a new client record to attach the quote to.
  • The company_profile column should contain the name of the company profile to attach the record to.
  • If used, group column value should match an existing Group name. If this column is excluded or if it contains a non-matching value, the default group will be assigned to the quote.

Quote Items

Quote Items CSV File Template

Required columns
  • quote_number
  • name
  • quantity
  • price
Optional columns
  • description
  • tax_1
  • tax_2

Notes

  • The value in the quote_number column must match an existing quote already in the system. If it does not, the record will not be imported.
  • The value in the price column should be formatted using a . as the decimal.
  • The company_profile column should contain the name of the company profile to attach the record to.
  • If used, the value in the tax_1 and tax_2 columns should match the name (not percent) of an existing tax rate already in the system. If it does not, no tax rate will be assigned to the item.

Invoices

Invoices CSV File Template

Required columns
  • date
  • company_profile
  • client_name
  • invoice_number
Optional columns
  • group
  • due_date
  • summary
  • terms

Notes

  • If the client_name finds a matching client already in the system, it will attach the invoice to that client record. If it does not find a matching client, it will create a new client record to attach the invoice to.
  • If used, group column value should match an existing Group name. If this column is excluded or if it contains a non-matching value, the default group will be assigned to the invoice.

Invoice Items

Invoice Items CSV File Template

Required columns
  • invoice_number
  • name
  • quantity
  • price
Optional columns
  • description
  • tax_1
  • tax_2

Notes

  • The value in the invoice_number column must match an existing invoice already in the system. If it does not, the record will not be imported.
  • The value in the price column should be formatted using a . as the decimal.
  • If used, the value in the tax_1 and tax_2 columns should match the name (not percent) of an existing tax rate already in the system. If it does not, no tax rate will be assigned to the item.

Payments

Payments CSV File Template

Required columns
  • date
  • invoice_number
  • amount
  • payment_method
Optional columns
  • note

Notes

  • The value in the invoice_number column must match an existing invoice already in the system. If it does not, the record will not be imported.
  • The value in the amount column should be formatted using a . as the decimal.
  • If the payment method value matches the name of an existing payment method already in the system, it will link itself to the existing payment method. Otherwise, it will create a new payment method record to link to.

Item Lookups

Item Lookups CSV File Template

Required columns
  • name
  • description
  • price
  • tax_1
  • tax_2
Optional columns

Notes

  • The value in the price column should be formatted using a . as the decimal.
  • If used, the value in the tax_1 and tax_2 columns should match the name (not percent) of an existing tax rate already in the system. If it does not, no tax rate will be assigned to the item.