> ## Knowledge Base Index
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> Use this file to discover available pages before exploring further.
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# 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.
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### Where to Find the Invoice Import Tool

* From the left-hand menu, go to **Sell > Invoices & Estimates**.
* Click the **import icon**, located next to the **Create Invoice** button.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/estimate_mlfwkz.png =1200x278)

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### 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**](https://drive.google.com/uc?export=download&id=1EDP9ivjyMOMwmpFFUamlKUKjh2XplZhf) on the Import Invoices page.

| Pro Tip: Always download a fresh template—COUNT updates this file periodically, and older templates may cause import errors.

###### 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

| Pro Tip: Clean your data before pasting—remove extra spaces, special characters, or merged cells to prevent formatting issues.

###### 3. Upload the Updated Template File
1. Choose your date format
2. Attach your CSV file by dragging it into the upload box
3. Click **Import** ![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/b/1/4cb158bef87e0400/impor-inv-ii_yb2oxf.png)
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### 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.

| Pro Tip: Sort your sheet by Invoice ID before uploading—this helps you quickly verify that all lines for the same invoice are grouped correctly.

###### 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.

| Pro Tip: Keep tag names short and consistent—shorter tags reduce errors and look cleaner in reports.

###### 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.