Invoice Data Import
The Invoice Data Import defines the file specifications that may be used to upload invoices to the GoToBilling/OmniFund application. Imports are broken up into comma-delimited fields and may be uploaded using the Import feature located on the Invoices page.
NOTES:
- The first row of the import file MUST contain the data of the first invoice to import. All records must follow the same field order initially given in the header row.
- Field order IS important. Any data not following the field order shown by the placeholders in the first row will not import correctly.
- Imported invoices can have only ONE line item. If you need to create an invoice for multiple line items, it will have to be entered manually.
Data Type Conventions
| Type | Definition |
|---|---|
| date | mm/dd/yyyy |
| float | 0.00 |
| int | Numeric [0-9] |
| string | Alphanumeric [A-Z, a-z, and 0-9] |
Invoice Import Fields
| Field | Required | Max Length | Description |
|---|---|---|---|
| Invoice# 1 | Required | string [100] | Set by the Merchant. Unique alphanumeric ID associated with the invoice. It can contain special characters. MUST BE UNIQUE FOR EACH INVOICE |
| Invoice# 2 | Required | string [100] | Same ID value as Invoice# 1. |
| Bill-to First Name | Required | string [50] | The first name of the customer that is associated with the billing account. Either first name & last name or company name must be given. |
| Bill-to Last Name | Conditional | string [50] | The last name of the customer that is associated with the billing account. Either first name & last name or company name must be given. |
| Bill-to Address | Required | string [100] | The address associated with the billing account. |
| Bill-to City | Required | string [50] | The city that is associated with the billing address. |
| Bill-to State | Required | string [2] | The state that is associated with the billing address. The state is formatted using the two-letter post abbreviation. Example: FL |
| Bill-to Zip Code | Required | string [10] | The five (5 to 9) digit zip code that is associated with the billing address. Ex. 12345 or 12345-6789 |
| Bill-to Email | Optional | string [255] | The email of the customer that is associated with the billing address. |
| Bill-to Phone | Optional | string [50] | The phone number of the customer that is associated with the billing address including dashes. Ex. 222-555-3333 |
| Invoice Date | Required | date [10] | Date the invoice is created. Ex. mm/dd/yyyy |
| Due Date | Required | date [10] | The final date payment can be made on time. This date will be used by the system to determine the date unpaid invoices are overdue. Ex. mm/dd/yyyy |
| Description | Optional | string [100] | Description of the item(s) invoiced. |
| Qty | Required | integer | Number of items invoiced. |
| Unit Price | Required | float | Price per item invoiced. This amount will be multiplied by the Qty to generate the total billed. |
Example
