How to do Bulk Import Your Invoices into COUNT
COUNT allows you to upload multiple invoices at once using our CSV import tool. This is ideal when migrating data or handling a high volume of invoices efficiently. Follow the steps below to prepare your file and complete a successful import.
Where to Find the Invoice Import Tool
- Go to Invoices & Estimates in the left-hand menu.
- Click the import icon, located next to the Create Invoice button.
Importing process
1. Download the Invoice Template
Download COUNT’s official CSV template to ensure your column headings and structure match the required format.
Click the Download template file on the Import Invoices page.
2. Format Your Invoice Data as per the Template
Export your invoices from your old system, then format your data as per COUNT’s template. Make sure:
- Date formats are consistent
- Multi-line invoices share the same Invoice ID
3. Upload the Updated Template File
- Choose your date format
- Attach your CSV file by dragging it into the upload box
- Click Import
Important Notes About Bulk Importing
Multi-line Invoices
Use one row per line item.
Invoice ID must be identical across all rows for the same invoice.
Customer Creation
If COUNT doesn’t find a matching customer name, a new customer will be created automatically.
Products and Services
Product/service names must already exist in COUNT to avoid errors.
Tax Rates
Tax rates in the CSV must match existing tax rates in COUNT by exact name.
Custom Tags
You can include up to two tags per invoice.
If the tag doesn’t exist, COUNT will create it.
Rate Limit
You can upload up to 50 invoices at a time.
Pro Tip: For large migrations, break your data into batches (e.g., 40–45 invoices per file) to avoid hitting the limit and reduce error risk.
Updated on: 30/12/2025
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