Now you have complete flexibility and freedom to move your data in and out of Zoho Invoice at your will. Yes, we are happy to announce the support for import and export functionality in Zoho Invoice, a feature long awaited but well worth the wait.
What can you import or export?
Your complete set of data!
Yes, you can import or export your customer information, contacts, the items you sell (products or services), invoices and quotes.
What are the formats supported?
We have support for most of the standard formats.
- Data can be exported in CSV (Comma Separated Values), TSV (Tab Separated Values), XLS (Spreadsheet) and JSON formats. Additionally we also support exporting of customer and contact information in vCards (.vcf files) format.
- You can import your data in CSV (Comma Separated Values) or TSV (Tab Separated Values) formats. Additionally we also support vCard format for importing your contacts or customer information
If you feel, we have missed out any important format drop us a note. We will be more than happy to add support for that format.
Couple of screenshots for a quick look:
Importing contact information into Zoho Invoice:
Exporting invoices from Zoho Invoice:
Please feel free to share your comments. You can try out this feature by signing into Zoho Invoice now.
Happy invoicing,
Siva
@GregHope the answer in the following forum post helps -http://forums.zoho.com/viewtop...Also we will be enhancing our import/export functionality, so that it becomes easy and seamless to move data across the various Zoho Services.Let us know if you need any help.Regards
Siva
@GregHope the answer in the following forum post helps -http://forums.zoho.com/viewtop...Also we will be enhancing our import/export functionality, so that it becomes easy and seamless to move data across the various Zoho Services.Let us know if you need any help.Regards
Siva
Should I be able to use this functionality to export my product list from CRM and import it into Invoice? I just tried it and I get the following error: Some of the required fields are not present in the file specified for import.In CRM I went to Products > Export Products and saved the file locally. Then in Invoice I went to Items > Import Items and grabbed the csv file. This resulted in the error above. It seems that you need to have the same required fields for both apps in order for this to work. Can you post what the required fields are? Thanks.
Should I be able to use this functionality to export my product list from CRM and import it into Invoice? I just tried it and I get the following error: Some of the required fields are not present in the file specified for import.In CRM I went to Products > Export Products and saved the file locally. Then in Invoice I went to Items > Import Items and grabbed the csv file. This resulted in the error above. It seems that you need to have the same required fields for both apps in order for this to work. Can you post what the required fields are? Thanks.