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Import invoices from a spreadsheet

Import invoices into Zigaflow from a spreadsheet using the Import Center template, including the required columns and how to lay out each item row.

Before you import

Before importing, the customer/company and contact at the company (if set in the import) need to be in Zigaflow. Otherwise, the import will fail.

These columns are compulsory in the import file:

  • ID - this is just the reference from the previous system, such as the quote number

  • Status (the Zigaflow status)

  • Company

  • Assigned User Email - the user the quote will be assigned to in Zigaflow

  • Initial Assigned User Email - the initial user the quote will be assigned to in Zigaflow

  • Invoice Date

  • Payment Date
    ​

Download the template

1. Click on the Cog

Zigaflow dashboard top navigation bar with the settings cog icon highlighted, beside the notifications bell and profile menu

2. Click "Import Center"

Settings menu with Import Center highlighted, next to a list of import types including Suppliers, Quotations, Jobs and Invoices

3. Click "Invoices"

Import Center settings page with the Invoices option highlighted in the list of import types, below Purchase Orders

4. Click "Download Template" for the template spreadsheet

Import Center page with the Download Template button highlighted under Step 1 to get the Excel invoice import template

Fill in the template

5. More than one invoice can be imported at a time.

The template consists of three areas: header, section name, and item details.

Invoice import spreadsheet template with three outlined areas: header columns, Section Name column, and item detail columns

6. For each item in an invoice, there needs to be a complete row. This means that the master invoice details, such as the customer name or note, need to be repeated on each line. Similarly, the section name (if given) needs to be repeated for all the items in the section.

Invoice import spreadsheet with invoice details repeated on every row, highlighting the Section Name and Item Code columns

Upload the file

7. Drag and drop the file here

Import Center invoice import page with the Select Files or Drag & Drop Here upload field highlighted under Step 3

8. Click "Upload"

Invoice import file upload panel for .xls or .xlsx files, with the Upload button highlighted next to Clear

9. The banner shows the success or failure of the import

Import dialog showing a green check, Import Complete and a banner reading 1 created, 0 updated for the invoices template

10. The original ID/Reference from the previous system is appended to the descriptio

Invoice details screen with the Description field highlighted, showing the Import ID carried over from the previous system

Learn more: invoices in Zigaflow

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