Import Invoices or Data from WHMCS

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This topic contains 8 replies, has 2 voices, and was last updated by  mauwiks 5 months, 3 weeks ago.

Viewing 9 posts - 1 through 9 (of 9 total)
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  • June 14, 2019 at 7:24 am #20969

    mauwiks
    Participant

    Hi Everyone,

    Greetings of Peace!

    I’m new here and I am using WHMCS to manage my business as a web hosting provider but the expenses aren’t supported with it so I am now looking at Invoice Ninja if there is any way I can merge both accounts when it comes to tracking my P&L Report accurately. I have checked Wave or other apps but I have seen Invoice Ninja pretty much got everything I need that WHMCS is lacking.

    At the moment I am using the Free Hosted version of Invoice Ninja and I wonder how to correctly import Invoices from WHMCS or else how do we import the General Transaction Data?

    Thank further for your assistance and more power to all, especially to the team of Invoice Ninja.

    June 14, 2019 at 7:26 am #20970

    Hillel Coren
    Keymaster

    Welcome!

    You can either import the data in the app as CSV or use an integrator such as Zapier or Integromat.

    June 14, 2019 at 9:29 am #20971

    mauwiks
    Participant

    I see that we can import through CSV but I get errors when importing it

    • This reply was modified 5 months, 3 weeks ago by  mauwiks.
    June 14, 2019 at 9:31 am #20973

    Hillel Coren
    Keymaster

    What specific error are you seeing? If you’re importing invoices the most common problems are not finding a matching client and the invoice number already being used.

    June 14, 2019 at 9:38 am #20974

    mauwiks
    Participant

    At first import, I get to see no invoice after I received a success message in my inbox and the second one , I got errors saying the invoices are already being used but as mentioned, I don’t see the invoices anywhere

    June 14, 2019 at 10:21 am #20975

    Hillel Coren
    Keymaster

    Maybe try purging the data on Settings > Account Management

    June 20, 2019 at 4:19 am #21017

    mauwiks
    Participant

    Hi there,

    Do you know how do I match headers to Invoice Ninja because I don’t see some of the headers are present to Invoice Ninja with my previous system? Thanks further for the help. 🙂

    • This reply was modified 5 months, 3 weeks ago by  mauwiks.
    June 20, 2019 at 4:41 am #21019

    Hillel Coren
    Keymaster

    Which headers are you missing, maybe you can use custom fields?

    June 20, 2019 at 4:51 am #21021

    mauwiks
    Participant

    I am referring to the invoice .csv in my previous system. I generated it from there and it shows this http://prntscr.com/o46pvg

    I tried adding custom fields in the document which is shown on Invoice Ninja but I still can’t import successfully. 🙁

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