Plan: Available on every plan including trial (Starter).
CSV import is the file path when you are not using a live accounting connect, or when you need a one-off load. The Import page lives under Invoices.
Prepare the file
- Save as .csv.
- Stay within 5 MB and about 2000 rows per the upload control.
- Include columns you can map to company, contact names, email, phone, invoice number, amount, due date, and paid status where you have them.
Upload
- Go to Invoices → Import (or open Import from the invoices toolbar).
- Under Upload A File, choose your CSV.
- Click Upload And Match Columns.
- Complete column mapping (see Column mapping). Confirm the preview looks correct.
- Finish the import. Check Past Imports for created, skipped, and failed counts, and open Details if something failed.
After a good run, invoices and debtors appear in the register. Dashboard cards and ageing update from that data. If a package connection also exists, the Import page may show last successful sync and schedule for that connection separately from file uploads.
What this does not do
- Upload does not email debtors.
- Other ways in listed as Soon (live Google Sheets, Zapier, API) are not the path today — use file upload or package Connect.
- A bad mapping can create wrong contacts; fix mapping before large production files.