Importing Sales Invoices from a CSV File

Previously created sales invoices in other software can also be imported from a CSV file, but if possible, we recommend preferring the import of invoices from an e-invoice (XML) format file.

● Required data for importing from a CSV file:

  • Invoice number
  • Currency name
  • Client name
  • Client registration number – optional, but useful to add for a legal entity client
  • Client street address
  • Article name (= information reflected in the “content” field on the invoice line)
  • Quantity
  • Unit
  • Article price (= unit price reflected in the “price” field)
  • VAT percentage
● If the invoice has multiple lines, all the above-mentioned data must be filled in for all lines.

● After adding the necessary data to the file, save it with the “Save As” option and in the format “CSV (Comma delimited) (*.csv). Do not open this saved file before importing it into SimplBooks! If you open the saved CSV file for editing, always use the “Save As” function when re-saving it.

● To import the file, go to Transactions -> Sales Invoices and click the “Import” button on the gray bar.

● Select the file and map the fields.

For additional questions, please write to us at support@simplbooks.ee.

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