Home Forums Support Import invoice custom field values

This topic contains 5 replies, has 2 voices, and was last updated by  Hillel Coren 2 months, 1 week ago.

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  • #19199

    inienhueser
    Participant

    Can custom field values for invoices be imported from csv file?

    If not, is it possible to import most the invoice data via csv and then later update those invoices by importing with JSON?

    If so, can you give me example some JSON code that can do this?

    #19202

    Hillel Coren
    Keymaster

    Yes, the app supports importing custom fields using CSV

    #19209

    inienhueser
    Participant

    Great! How? When I import a CSV file, on the page that shows the CSV column names on the left of the page and the right of the page provides drop down menus to select the IN invoice field name, the invoice custom field names are not present in the drop down menus (neither as the user defined names or “custom field 1, Custom field 2”).

    #19216

    Hillel Coren
    Keymaster

    Sorry, it looks like the app only supports custom fields for clients not invoices.

    #19298

    inienhueser
    Participant

    Can it update invoice custom fields with JSON? Can most the invoice data be imported with CSV and then update the custom fields with JSON? If so, can you give me some example JSON for this? I can’t get the JSON imports to work.

    #19299

    Hillel Coren
    Keymaster

    The import can only create new records, it can’t update existing records.

    I’d suggest setting a custom value and then exporting the data as JSON to see the format.

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