Autofill data
MrEinstin opened this issue · 2 comments
When creating the import spreadsheet for invoices, do I have to provide ALL of the import information that is needed on the invoice? For example, can I just provide the customer account number and it merge the other customer data such as the account name and address? Same example for the billed line item. If I just provide the item code will it fill in the description and the rate?
Thanks in advance.
Apparently the importer has issues with later versions of MS Excell. Caused 500 internal server error. However saving as comma delimited csv I was able to get to the mapping stage. I couldn't go any further though since my available fields do not match with your hard coded import fields.
Hello. Sorry for the late reply. Those fields are not hardcoded - you can map them as you can see on this screenshot
More info on the video https://www.youtube.com/watch?v=ZKe002JUIww