Import Old Invoices using CSV!

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HighLevel

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67,500

Published on April 3, 2025 11:26:24 PM ● Video Link: https://www.youtube.com/watch?v=mp113skVmhs

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Seamless CSV Import: You can now import invoices from external platforms via a CSV file. This means if you have invoice data in a spreadsheet or exported from another tool, you can bring it into the system in just a few clicks.
Date Field & Tax Mapping: When importing, you get to map CSV columns to the system’s invoice fields (e.g., issue date, due date) and match your existing taxes to the taxes you already created in the platform.
Automated Email Summary: After the import completes, you’ll receive an email with a summary (and a CSV attachment) showing which invoices were successfully imported and which failed (along with reasons).