Start with the sample for the record type you are importing.

1. Open the correct importer

From the relevant list’s More menu, choose its import action and download the sample. Invoice, customer, vendor, and item files have different fields and limits.

2. Prepare the columns

Keep identifiers such as SKU or Item ID as text to preserve leading zeros. Use consistent dates, active currency codes, and valid numbers. For invoice lines, group a sale’s rows under the same new Invoice No.

3. Map the file

Upload the file and match each source column to its intended field. Check required fields against that importer’s sample.

The invoice importer maps customer, document, date, amount, and item columns.
The invoice importer maps customer, document, date, amount, and item columns.

4. Review before applying

Use the offered review or preview and inspect sample rows. Fix incorrect mappings before confirming the import. Keep a copy of the source file and the import reference.