You can import your invoice items into FieldPulse for use in creating estimates and invoices. First you will download our import template, next you will fill out the template with your invoice item data, and then re-upload it into FieldPulse. The items will automatically be added into your Invoice Item Repository.
Some Helpful Tips when Filling Out These Columns:
- Invoice Item names should all be unique
- Invoice Item names shouldn't contain special characters ($,%,#,@,+/-,*,&, etc)
- Do Not use equations in the 'Unit Cost' or 'Unit Price' Fields
- Do Not put spaces after the commas in the 'Tags' Field
- Invoice Item SKUs must be unique - they can be alphanumeric
- Make sure to choose whether the item is a 'Product' or a 'Service'
Importing your Customers:
Begin by clicking on 'Company Settings' in the menu on the left hand side, then click 'Estimates & Invoices'. On that page click on 'Invoice Items' in the sub-header. On the Invoice Items page, click 'Mass Import'.
On the Invoice Items mass import page, click on 'Download' to download the spreadsheet template to insert your invoice items into.
Open the file once it's downloaded to your computer by clicking on it.
The file will open in Excel, Numbers, or whatever software you use for spreadsheets.
Follow the instructions on the sheet and enter your invoice items. When your'e done, click 'Save'.
Then go back to the invoice items mass upload page and click 'Upload' to load the items from your sheet into FieldPulse.
Select the saved spreadsheet and click 'Open'. This will automatically begin the process of importing your invoice items into FieldPulse.
If the items were uploaded successfully, you will receive a notification in the bottom right - "Invoice Items were imported successfully".
If the items weren't upload, you will receive an error and a list of the Row Numbers and what the issue is will appear on the page. You can go back and edit those issues on the sheet, resave, and upload the file again.
The items from your spreadsheet will then show up in your Invoice Item Repository.
Congratulations! You just uploaded invoice items to FieldPulse using our mass upload tool. If you have any questions about uploading invoice items, reach out at: email@example.com