After you’ve set up your invoicing inside of Ivorey
, you may want to import past invoices in order to maintain an accurate payment history inside your client’s contact profile.
This guide is perfect if you want to:
Learn how to import invoices from an external platform over to Ivorey
You can import invoices from an external platform over to Ivorey via a CSV file.
From the Ivorey main menu, go to [Payments] > then along the top menu bar hover over [Invoices & Estimates] > then click [All Invoices]
Click the [+ New] button at the top right of your screen > then select [Import Invoices using CSV]
From here can click the 
icon to upload your CSV file then click [Next] at the bottom right of your screen
Map the relevant fields according to how they are formatted in your your CSV file then click [Next] at the bottom right of your screen
Next you will need to map the relevant tax fields then click [Next] at the bottom right of your screen.
Note: You will need to have your tax rates set up in your Ivorey account first in order to be able to map them during import
Once you get to the 'Import' tab, click the [Start Import] button at the bottom right of your screen
When your CSV has successfully imported they will display under the [All Invoices] tab according to the relevant invoices details included in the CSV file
Note: You may need to refresh your screen to see the new imported invoices
Once the import is complete, you’ll receive an automated summary email at your registered email address. This email includes:
The total number of invoices successfully imported
A detailed list of any invoices that failed to import, along with the reasons why
A CSV attachment showing the import status of each individual invoice row
Yes. As long as each tax type is properly labeled in your CSV file and already exists in your account, the system will allow you to map and import them accordingly.
There’s no strict limit, but we recommend importing invoices in batches of 500 or fewer for the best performance and easier troubleshooting.
Hit the support chat widget inside Ivorey - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey account. Or if you are looking for done-for-you support, you can browse our current services here 
