Recurring Invoice CSV Import

The Blank CSV template has all the columns that can be updated in a recurring invoice.

• • 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:

• • Customer Name
  • Line Item (QuickBooks Product/Service). If this option is selected each line will have to be manually created into the CSV file.

• • 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.

The Existing Recurring Invoices CSV file will allow you to filter your current recurring invoices and only export what needs to be updated.

• • You will be sent back to the Recurring Invoices screen, where you can filter, then download the Recurring Invoices needing to be updated.

• • 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.

The Existing Invoices CSV will take you to the Invoice History report, you can filter that report or download them all.

• • Then click the Download Recurring Invoice Importer CSV Template button in the top right corner of the report.

• • 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.

• • When modifying csv files in Excel we recommend you turn off these options to prevent Excel from changing data.

• • 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" 

• • To create new recurring invoices, leave the first column (Recurring Invoice id) blank.

Once all changes are made, save your CSV file.

• • In Recur360 go to the Recurring Invoices screen & select the Import Recurring Invoices button on the top right of the screen. 

• • 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

• • 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: 

• • 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.

• • Anytime you go to the Recurring Invoice Importer screen the bottom will show you the status of previous imports. 

• • 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.

Note: If you run into the error " The 'Plan' column is required to have a value for the CSV importer.", and there is nothing that needs to be put in that field

• • Delete the column and try the import again.