CSV Import

Import your existing clients and invoices

Use the official template to migrate cleanly into InvoiceRate. One row equals one line item. Reuse the same invoice_key for multiple line items under a single invoice.

1) Download template

Fill in your data, then import it from the app screen: Settings / Clients / Onboarding import flow.

Download CSV template Get the mobile app

Required columns

  • invoice_key
  • issue_date (YYYY-MM-DD)
  • due_date (YYYY-MM-DD)
  • client_name (or client_email)
  • item_description
  • item_quantity
  • item_unit_price

Supported optional fields

  • invoice_direction (sales/purchase)
  • currency, status, payment_terms
  • client contact + address fields
  • item_unit, item_tax_percent
  • amount_paid, notes

Error handling and recovery

InvoiceRate imports valid rows and reports row-level issues so you can fix and retry only the failed lines. Keep your original file and re-run after corrections.

Need help with formatting?
InvoiceRate Import Toolkit