CSV File Guidelines
- Invoices can be imported using CSV files only.
- fabric recommends downloading the template file to serve as a guide when creating your own CSV file for import, minimizing errors during the process.
CSV Data Formatting
To avoid errors, make sure your import file matches the required template format.Column Header | Description |
---|---|
Purchase Order Number | The PO number associated with the invoice. |
Invoice Number | The unique identifier for the invoice. |
Total Invoice Amount | The total amount billed on the invoice (in USD). |
Procedure
- From the top menu in Dropship, click Orders. The Orders dashboard is displayed.
- Click the More button and click Import Invoices. The import window appears.
- (Optional) To download the template, click the import template link.
- To import a CSV file, do one of the following:
- Drag and drop the file into the window.
- Click anywhere inside the box to select a file from your computer.
- Click Schedule Import.