How do I migrate my data from other service into Zoho Invoice?

How do I migrate my data from other service into Zoho Invoice?

You can migrate data from any service into Zoho Invoice using our Import Export Feature.

Pre-migration:
  • The following entities can be imported into Zoho Invoice.
    • Estimates, Invoices, Expenses, Recurring Invoices, Payments, Items, Customers & Contacts.
  • Ensure that your service supports exporting the data in CSV/TSV format.
  • Let us know with the volume of data (invoice/estimate) that needs to be imported
    • If the volume is high, we can help with one time support of adding invoice/estimate count for importing data.
Guidelines while migrating:
  • Select the exact file format from the drop-down list (CSV or TSV) while importing into Zoho Invoice
  • Appropriate date format needs to be selected for the 'Invoice Date' (same as the date format from your export file)
  • Either you can retain the invoice numbers from your service or you can enable auto-generation to allow the system to re-assign unique numbers to invoices.
  • Customer name, currency, item name and rate gets automatically added while importing invoices.
  • Invoice status won't be changed to 'Closed' status until 'Payments' are imported

For more information on how to import click importing/exporting data