Importing Invoices
Overview
This guide will cover importing invoices into Kareroo.
Follow this guide to get your file ready to import.
You need to have imported clients prior to importing invoices because you will need to include the client id in client_id column.
Video guide
Important
Currently, when importing invoices, it will import them as a 1 line item invoice, with the line item being a generic line item that forms the total amount of the invoice.
We are working on a method of importing line items correctly, but this also depends on whether your previous platform exports invoices with line items.
The main focus of importing invoices here is to count them towards your statistics for the financial year, rather than have the actual invoice line items.
We highly recommend you download backups and PDF's of all your invoices and store them on a hard drive or in a cloud storage platform before deleting your account on your prevous platform.
Getting client id's
To get the client id for a particular client, go to Clients and click on the client. The client id will be in the url.
For example, https://www.kareroo.com.au/clients/view/2
The client id is 2 in this example.
You need to ensure the client_id column has the client id that appears in the url so it gets saved correctly and associated with the client.
In Google Sheets, you can use the 'Find and Replace' to replace client names with their id by doing the following:
- Click 'Edit', then 'Find and replace'
- In the popup, enter the client's name in 'Find' and the client id in 'Replace with'
- In the 'Search' row, select 'Specific range', and then click on 'Select data range' and choose the column that has the client names
- Press 'Replace all'
- Repeat for each client and id
Importing
After preparing your file, go to: Account and go to the 'Import' tab.
Select 'Invoices' from the dropdown, then click 'Choose CSV File' and select your prepared file.
Click 'Upload CSV' which will appear once your file is selected.
You will see a progress bar, and then the results will appear showing you how many were successfully imported and how many failed.