Bring your invoice history with you
Move your existing invoices, customers and payments across in one file — and see exactly what will happen before anything is written.
Export what you have
A CSV or JSON file from your current system — or from a spreadsheet. Download our template if you would rather start from the right column names.
See what would happen
Every row is checked and shown back to you: what will be created, what is already there, and anything that looks wrong. Nothing is written at this stage, so you can close the window and lose nothing.
Import when it looks right
Only then does anything get created. Each invoice is written on its own, so one bad row cannot undo the rest — and the report tells you exactly which rows landed.
What it will not do to your books
The worry with any migration is not whether it runs — it is what it quietly changes. So here is what is ruled out.
It will not renumber your invoices
The number your customer already has is the number that is kept. Importing never takes numbers out of your live sequence.
It will not email your customers
No invoices are sent, no payment confirmations, no reminders. Importing two years of history is silent to everyone but you.
It will not invent payments
An invoice with no status given is brought in as sent, not paid. Money is only ever recorded as collected when your file says it was.
It will not duplicate what is already there
Invoice numbers already in your account are skipped, whatever their capitalisation. Fix a few rows and run the same file again as often as you need.
It will not guess an ambiguous date
01/02/2024 is refused rather than assumed, because it means two different days in two different countries. Unambiguous formats are read without complaint.
It will not restate your totals
If an old invoice was raised under different tax rules, the total your customer paid is the total that is kept — any disagreement with the line items is reported, never corrected.
What you can bring in
One file, up to 1,000 invoices at a time — a limit that exists so a mistake stays small enough to unpick.
- Invoices with their line items, taxes and totals
- Customers, matched to the ones you already have or created as you go
- Payments and part-payments, with their dates, methods and references
- Any of 140 currencies — each invoice keeps its own
- CSV from any system, or JSON if you are exporting from an API
Not sure what your file should look like? Download the CSV or JSON template from inside the importer — it is a working example, not a blank form.
Before you start
What if my file is wrong?
You will see it before anything happens. The preview marks every row as ready, already imported, or a problem, and tells you what is wrong with each one. Fix the file and try again — nothing was written.
Can I import more than once?
Yes, and it is the normal way to do this. Anything already imported is skipped, so running a corrected file again only adds what was missing.
What about invoices that were only part paid?
They come across as partial, with the payments that were made against them. The balance stays outstanding and shows up in your aging report where it belongs.
Do I need to import at all?
No. Plenty of people start fresh and leave the old system as an archive. Importing is worth it when you need history in one place — for statements, aging, or an audit.
Importing is included on every plan, including the free trial — see plans and pricing. If your export is an unusual shape, send it over and we will tell you what it needs.
Send your first invoice today
Free to start, no card, and your first real invoice is on us.
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