In this article, you will learn about the invoice importing process in Workiz.

Workiz can help save you valuable time by importing various pieces of historical business data — including invoice information.

Importing overview

Here's what you can and cannot import with invoices:

What we can import	What we CANNOT import
Client information (e.g., name, address, contact, etc.) Invoice creation date Payment information (e.g., total, paid amount, payment date, etc.)	Images and files Line items Tax rates Subtotals Discounts Related jobs, estimates Note: Jobs and estimates can be imported as standalone entities independent of the invoices on your account. Client custom fields Note: Client custom fields can only be imported when importing clients.

QuickBooks Online

If you are using or plan on using the QuickBooks Online integration in Workiz, it is not recommended to import invoices. This may result in complications with duplicate payment information.

File types

Workiz can only accept flat CSV or XLS/XLSX files for importing purposes. A flat file is a plain text file with each row representing a single, separate entity (e.g., one row = one invoice).

A flat CSV cannot have complex hierarchical structures or relationships between separate rows.

When compiling your data, be sure to create a separate file for each entity. If you are requesting an import of clients, jobs, leads, estimates, invoices, and items, you will need to have six separate files.

Preparing your file for import

In order to ensure a smooth and successful data migration, please review this article before creating your import file.

Invoice import guidelines

When importing invoices into Workiz, you will need to provide information relating to both the invoice and relevant client. Please prepare your import file using the exact field names seen below:

Field	Required/optional	Notes
First name	Required
Last name	Required
Company	Optional
Email	Required*	May be optional if phone number is provided instead. Can only contain one email address.
Phone	Required*	May be optional if email address is provided instead.
Secondary phone	Optional
Service address	Required	Can be formatted into one column or individual columns. Must include: Address Unit (optional) City State Zip code Country (optional)
Billing address	Optional	Can be formatted into one column or individual columns. Must include: Address Unit (optional) City State Zip code Country (optional) If the billing address is the same as the service address, leave this column blank.
Allow billing	Optional	Must be formatted as "true" or "false," where true = allow billing enabled and false = allow billing disabled. With this setting enabled, you will be able to close jobs associated with this client despite having an outstanding balance. If not provided, this field will be set to disabled.
Created date	Required	Can be formatted as DD/MM/YY MM:HH AM/PM. If not provided, this will be set to the date of the import.

Payment information

With invoices, you can also import relevant payment information.

Field	Required/optional	Notes
Single total	Required	Must be the final total after taxes, discounts, tips, and other total-related figures have been calculated.
Cost	Optional
Paid amount	Optional
Payment date	Required	Can be formatted as DD/MM/YY MM:HH AM/PM. Must include both date and time. If not provided, the payment date will be set to the date of the import.
Payment method	Required	Must match one of the default payment methods in Workiz: Credit Check Cash If no method is provided, the payment will be logged under cash.
Payment confirmation	Optional	May be provided for the following payment methods: Credit Check

Invoice import sample file

For more help with putting together your invoice import file, please see the attached file below.

Invoice import sample file.xlsx