While bulk uploading documents, you will see two options:
1. Bulk Upload
2. Bulk Upload (Custom Config.)
If you are wondering which option to choose, here's the simple explanation:
If your documents do not contain custom fields & don't have any custom columns with customized formulas, you can go with the normal "Bulk Upload " option to upload your documents in the system-defined format.
But, in case your documents have custom fields or custom columns with customized formulas, go with the "Bulk Upload (custom config.)" option.
Let's say you want to upload invoices containing custom columns & formulas. Here's how you can do that:
Step 1: Create an invoice
Before you download the CSV sample file of bulk upload, you will need to create an invoice with the exact same customized columns & formulas as the invoices you want to upload.
Once done. save the invoice & go to your invoice dashboard.
Step 2: Go to the "Bulk upload invoice (custom config.)" option
Click on the dropdown menu beside the "Create New Invoice" button > Click on "Bulk Upload Invoices (custom Config.)".
Step 3: Download sample file format
A pop-up will appear on the screen, and from there download the sample CSV.
As you will see, the CSV will have all the custom fields and columns that you had added in your last invoice (from step 1).
Step 4: Filing & uploading the CSV file
Please fill up this CSV with all the data you want to upload. you need to keep several things in mind to ensure that you don't face any errors.
4.1) File format
Only CSV files are supported for bulk upload.
4.2) Column names
The sample CSV file that you downloaded will look like this:
You can add your data in this file only to avoid any errors. Also, do not make changes to the column names.
4.3 Mandatory columns
There are 8 columns that are mandatory to be filled. You can leave other columns empty if not needed, but you will need to have data in the below given 8 columns:
1. clientName - The name of your client.
2. invoiceNumber - Your invoice number.
3. invoiceDate (must be in a format of dd-mm-yyyy, for example, 23-01-2022)
4. lineItem - The product or service you are selling.
5. amount - Price of the product or service.
6. currency - You will need to add the currency as a currency code. for example, INR, USD, EUR, GBP, etc. You can see the full list of currency codes below.
7. quantity
8. country - You can add the country by adding country codes such as IN, US, AU, SA, and so on. If you add India, United States, Australia, etc., it will give you an error. So please add the country code only. The full list of country codes is given below.
4.4) Sending emails to clients/vendors
In the CSV file, you will see a column called sendEmail as shown below.
If you keep it as TRUE, your clients will automatically receive an email once the invoices are created in the system. So, if you don't want to send an email to your clients, write FALSE in that column.
4.5) Phone number format
Phone numbers are not mandatory to add, but if you are adding a phone number that contains a plus sign in the beginning, Add an apostrophe (’) at the start to avoid any errors.
For example:
4.6) Uploading time
Once you are done adding all the data, you can upload that CSV file. If your upload is successful, you will the following message.
Do keep in mind that the invoices you uploaded will take several minutes to reflect in the system. So unless you receive an error message while uploading, do not re-upload the CSV file again.
After a few minutes, you will be able to view the uploaded invoices in your invoice dashboard. You will also receive a confirmation email once this process is complete.
In case you want to add custom fields in the header/footer/additional charges sections of your invoices, or you want to add multiple line items while bulk uploading, please check out this help article: How to add custom fields and multiple line items using bulk upload?
If you still need any help, please reach out to us at care@refrens.com
Country Codes