Recurring Invoice CSV Import
Recurring invoices can be created or updated using a CSV import. There are additional costs for this feature. Check out our Pricing page.
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- This makes it much easier to set up all recurring invioices or perform update operations like price increases.
- From the Recurring Invoices screen select the "Import" button in the top right.
There are 3 options for importing - Start with: blank CSV; Existing Recurring Invoices CSV; Existing Invoices CSV
Blank CSV
The Blank CSV template has all the columns that can be updated in a recurring invoice.
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- Not all the columns are required, and the column can be removed from the CSV file if you do not need/use that option.
Note: Their are some columns that must match to existing data in Recur360. They are:
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- Customer Name
- Line Item (QuickBooks Product/Service). If this option is selected each line will have to be manually created into the CSV file.
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- Once the Invoices are created and saved, you will want to go back to the "Import" tool step 2 to choose the file and step 3 to upload it.
Existing Recurring Invoices CSV
The Existing Recurring Invoices CSV file will allow you to filter your current recurring invoices and only export what needs to be updated.
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- You will be sent back to the Recurring Invoices screen, where you can filter, then download the Recurring Invoices needing to be updated.
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- Once the changes are made and saved, you will want to go back to the "Import" tool step 2 to choose the file and step 3 to upload it.
Existing Invoices CSV
The Existing Invoices CSV will take you to the Invoice History report, you can filter that report or download them all.
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- Then click the Download Recurring Invoice Importer CSV Template button in the top right corner of the report.
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- Once the CSV file is created, edit the changes you wish to make (example you can update the Line Rate column to change prices of items in the recurring invoice.
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- When modifying csv files in Excel we recommend you turn off these options to prevent Excel from changing data.
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- You can add new rows, which will add line items to the recurring invoice if you copy the Recurring Invoice id field into the new row.
- If you remove a row from the spreadsheet, it will remove that line item from the recurring invoice.
- To delete the entire recurring invoice, update the last column in the spreadsheet for that row to "Delete"
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- To create new recurring invoices, leave the first column (Recurring Invoice id) blank.
Import
Once all changes are made, save your CSV file.
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- In Recur360 go to the Recurring Invoices screen & select the Import Recurring Invoices button on the top right of the screen.
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- then click the Choose File button to upload the file you saved.
- Once you click the green Upload button the system will go through a Pre-processing check for errors
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- You can click on the words (Pre-Processing) Processing to see the status. Once the pre-processing check is finished the screen will show the success count and any error records:
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- Then you are ready to press the Process The CSV button. That will commit all the changes to your recurring invoices.
- The import will not process if there are any errors.
Note: There is no Process The CSV button. You must correct them and upload a new file. Select the "Show Only Errored" option to see which rows have errors. You can download the errors to a CSV file so you know what needs to be corrected.
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- Anytime you go to the Recurring Invoice Importer screen the bottom will show you the status of previous imports.
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- If you click on the status of one of those imports it will take you to the last completed step.
- Example: if you click on the status that shows Pre-Processing Completed Successfully it will take you to the screen that will allow you to finish processing the file.