Home Forums Support Uploading data via CVS

This topic contains 6 replies, has 3 voices, and was last updated by  Hillel Coren 3 weeks, 2 days ago.

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  • #20564

    carmen
    Participant

    Hello.

    Here is what I have done, I did create a Demo company and put some data in, and exported out so I had an idea of the field.
    I have also created 2 clients who i am trying to move from company A to B, using JSON format and it fails.

    Also when uploading the product list it fails. Is there an guide on this ?

    Thanks

    Carmen

    #20565

    Hillel Coren
    Keymaster

    You can use any CSV format and map the fields after uploading the file.

    Are there any specific error messages?

    #20566

    carmen
    Participant

    Hello

    I get a Please Confirm your account to import data.

    #20567

    carmen
    Participant

    Aja..

    I can upload to the main company but not to the 2nd or 3rd.

    Thanks

    Carmen

    #20568

    Hillel Coren
    Keymaster

    It sounds like you need to confirm the email for your secondary companies.

    You can resend the confirmation email on Settings > User Details.

    #20588

    Equilibrium3
    Participant

    Related csv question.
    My item descriptions use new lines.
    For example this may be how my item description is formatted.

    Standard web hosting
    500mb space
    1 database
    2 emails

    I have only been creating products in invoice ninja and using the enter key for a new line in product description field.

    If I create a csv in excel there is no way to add a new line or line break within a cell.

    If you understand what I am saying.

    Any thoughts?

    Sorry if it’s a weird question. I just feel if I had to create a csv with products it would be quicker.

    #20596

    Hillel Coren
    Keymaster

    It should be possible using our API or an integrator such as Zapier.

    https://zapier.com/apps/invoice-ninja/integrations

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