Before You Dive In
This article is one step from our Master Help Guide: All About Proposals & Invoices. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical breakdown below.
Each Master Help Guide acts as your project plan – teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
This guide is perfect if you want to:
Learn how to import invoices from an external platform over to Ivorey™
How to Import Invoices Over Into 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
Note:
Automated reminders
Imported invoices do not trigger automated reminder emails or SMS messages. Reminder workflows only apply to new invoices that are created manually within the platform.
Late fees and tips
Imported invoices will automatically follow your default or global settings for late fees and tips. If you’d like to disable these for a specific invoice, you’ll need to manually edit the invoice after it has been imported.
Frequently Asked Questions
Can I import invoices with multiple tax types?
Can I import invoices with multiple tax types?
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.
Is there a limit to how many invoices I can import at once?
Is there a limit to how many invoices I can import at once?
There’s no strict limit, but we recommend importing invoices in batches of 500 or fewer for the best performance and easier troubleshooting.
Need Help?
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 🤍