{"id":15322,"date":"2026-08-06T17:05:49","date_gmt":"2026-08-06T14:05:49","guid":{"rendered":"http:\/\/support.simplbooks.ee\/?post_type=ht_kb&#038;p=15322"},"modified":"2026-08-06T17:05:50","modified_gmt":"2026-08-06T14:05:50","slug":"importing-sales-invoices-from-a-csv-file","status":"publish","type":"ht_kb","link":"https:\/\/support.simplbooks.ee\/en\/kasutusjuhendid\/importing-sales-invoices-from-a-csv-file\/","title":{"rendered":"Importing sales invoices from a CSV file"},"content":{"rendered":"<p>Sales invoices previously created in other software can also be imported from a CSV file. However, whenever possible, we recommend importing invoices from an <a href=\"https:\/\/support.simplbooks.ee\/en\/kasutusjuhendid\/importing-sales-invoices-in-e-invoice-format-from-an-xml-file\/\" target=\"_blank\" rel=\"noopener\">e-invoice (XML)<\/a> file instead.<\/p>\n<span class=\"su-label su-label-type-success\">\u25cf<\/span> The following information is required when importing from a CSV file:<\/p>\n<ul>\n<li>invoice number<\/li>\n<li>invoice date<\/li>\n<li>currency<\/li>\n<li>customer name<\/li>\n<li>customer registration number \u2013 optional, but useful to include if the customer is a legal entity<\/li>\n<li>customer\u2019s street address<\/li>\n<li>item name (= the information displayed in the <strong>Content<\/strong> field on the invoice line)<\/li>\n<li>quantity<\/li>\n<li>unit<\/li>\n<li>item price (= the price per unit displayed in the <strong>Price<\/strong> field)<\/li>\n<li>VAT percentage<\/li>\n<\/ul>\n<span class=\"su-label su-label-type-important\">\u25cf<\/span> Items cannot be imported into the <strong>Item<\/strong> field on invoice lines.<\/p>\n<span class=\"su-label su-label-type-success\">\u25cf<\/span> If an invoice contains multiple lines, all the information listed above must be entered on every line.<\/p>\n<span class=\"su-label su-label-type-success\">\u25cf<\/span> Once you have added the required information to the file, select <strong>Save As<\/strong> and save it in <strong>CSV (Comma delimited) (*.csv)<\/strong> format. <strong>Do not reopen<\/strong> the saved file before importing it into SimplBooks. If you open the saved CSV file to make changes, always use the <strong>Save As<\/strong> function when saving it again.<\/p>\n<span class=\"su-label su-label-type-success\">\u25cf<\/span> To import the file, go to <strong>Transactions -&gt; Sales Invoices -&gt; Actions -&gt; Import.<\/strong><\/p>\n<span class=\"su-label su-label-type-success\">\u25cf<\/span> Select the file and map the fields.<\/p>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/import_preview.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-16313\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/import_preview.png\" alt=\"\" width=\"1556\" height=\"364\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/import_preview.png 1556w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/import_preview-300x70.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/import_preview-768x180.png 768w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/import_preview-1024x240.png 1024w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/import_preview-50x12.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/import_preview-920x215.png 920w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/import_preview-600x140.png 600w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/import_preview-320x75.png 320w\" sizes=\"auto, (max-width: 1556px) 100vw, 1556px\" \/><\/a><\/p>\n<p><a href=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/03.png\"><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-full wp-image-16328\" src=\"http:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/03.png\" alt=\"\" width=\"1852\" height=\"382\" srcset=\"https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/03.png 1852w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/03-300x62.png 300w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/03-768x158.png 768w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/03-1024x211.png 1024w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/03-50x10.png 50w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/03-920x190.png 920w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/03-600x124.png 600w, https:\/\/support.simplbooks.ee\/ee\/wp-content\/uploads\/2024\/07\/03-320x66.png 320w\" sizes=\"auto, (max-width: 1852px) 100vw, 1852px\" \/><\/a><\/p>\n<p><em>For additional questions, please contact us at <a href=\"mailto:support@simplbooks.ee\">support@simplbooks.ee<\/a>.<\/em><\/p>\n","protected":false},"author":359,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht_kb_category":[1082],"ht_kb_tag":[982,983,633,846,587,845],"class_list":["post-15322","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-import-and-export-of-invoices","ht_kb_tag-csv-2","ht_kb_tag-csv-file","ht_kb_tag-import-2","ht_kb_tag-invoices","ht_kb_tag-sales","ht_kb_tag-sales-invoices"],"_links":{"self":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/15322","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb"}],"about":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/users\/359"}],"replies":[{"embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/comments?post=15322"}],"version-history":[{"count":15,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/15322\/revisions"}],"predecessor-version":[{"id":41879,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb\/15322\/revisions\/41879"}],"wp:attachment":[{"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/media?parent=15322"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_category?post=15322"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/support.simplbooks.ee\/en\/wp-json\/wp\/v2\/ht_kb_tag?post=15322"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}