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Importing Data into Lists
To import data into a Lookup List select Lists -> Open Lookup Lists from the menu,
then select a list and click the Import button.
The import feature allows you to bring existing data used by other application into Invoice2go.
Any of the Lookup Lists that appear in the Lookup Lists window
can have data imported into them. This means that if you have customer data, product data, supplier data or any other
data in another program and you wish to use it in Invoicego you can.
Preparing your import file
The most important part of Importing data is preparing your import file. Please
make sure you have checked off these 3 steps before attemping to import data into a List.
1. All import files need to be in a Tab Delimited format. If your import file is not tab delimited
use a program like Excel to save the contents as "Text(Tab Delimited)". The Import file also
has to have a (.txt) extension. For example;
myimportdata.txt
If your import file does not have a (.txt) extension please rename it so it does.
2. Invoice2go starts importing from the first row in your import file. If there is a header row
in your Import File you will need to delete it. Note: A header row normally lists the names of the columns.
The best way to remove it, is to open the Import file in Notepad and delete the first line in the file.
3. The columns in the import file need to be in the same order and of the same datatype as the
list you are importing into. You can use a program like Excel to change the format of the
import file to match the Invoice2go Lookup List. For Example;.
Importing Customers
The Customer List has the following columns;
| - | Columns | Datatype |
| A | Bill to Name | Text Type |
| A | Contact Name | Text Type |
| A | Email | Text Type |
| A | Phone | Text Type |
| A | Mobile\Cell | Text Type |
| A | Fax | Text Type |
| A | Pager | Text Type |
| A | Website | Text Type |
| A | Other | Text Type |
| A | Billing Address Line 1 | Text Type |
| A | Billing Address Line 2 | Text Type |
| A | Billing Address Line 3 | Text Type |
| B | Ship to Name | Text Type |
| B | Shipping Address Line 1 | Text Type |
| B | Shipping Address Line 2 | Text Type |
| B | Shipping Address Line 3 | Text Type |
| C | Terms | Number Type |
| C | Notes | Text Type |
Importing Scenarios...
If you are importing the customers name, contact details, customer address details your import file
must have all columns marked A
If you are importing the customers name, contact details, address details and shipping details your import file
must have all columns marked A and B
If you were importing just the "Bill to Name" and "Notes" columns you must still include all the columns marked A, B and C
because you must include all columns between them.
If you wanted to Import the "Contact Name" and the "Email" columns you would also require a column for the "Bill to Name"
because this column comes before them.
If you wanted to Import the "Bill to Name" and the "Contact Name" you would only require these
2 columns in the import file because there are no columns in between them or before them.
Note: These importing rules apply for all lists.
Importing Tips
If you are having trouble importing into a list, make a copy of your import file then take all the columns
out except for the first column. Now try importing this single column file. If it works add another column to the test file
and see if the import works again. Keep doing this until you will find the column which is causing you problems. Most
import failure are caused by datatypes clashes. For example trying to import a name into a number column.
If you are importing dates make sure the date format you are importing is the same as the
short date format which is setup in your Regional Setting which can be accessed via the Windows control panel.
If the date formats are different the import will fail. The best thing to do is to re-format your
data to the match your Windows short date format.
See Also
Creating Lookup Lists
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