How to Import Invoices

Overview

You can bring many invoices into FieldPie at once by importing a data file. You choose the file, format any fields that need it, map your columns to FieldPie fields, and import. You receive an email about the import status when it finishes.

Before You Start

You need access to the Invoices area and permission to import data. Prepare your file so its columns match FieldPie’s invoice fields.

How to Import Invoices

  1. Click the Invoices tab to open the invoices section.
  2. Click the import icon to access the import options.
  1. Choose the file to import.
  2. Click Next to continue.
  3. If a pencil icon appears next to a field, click it to format the field, then click OK.
  4. Click Next after completing your field mapping.
  5. Click Import Data to begin importing your invoice data.
  1. You’ll receive an email about the status of the import.

Tips and Things to Know

  • Use the pencil icon to format fields that need it before mapping.
  • Map every column so each value lands in the right invoice field.
  • You’ll get an email when the import finishes.
  • Prepare all invoices in one file for a single import.

Frequently Asked Questions

Click the pencil icon next to it during import and adjust its options.

You receive an email about the status of the import process.

Yes. Put them all in one file and import together.