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.

Developer Information > Invoice import file specifications > image2022-1-10_12-25-24.png

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

Developer Information > Invoice import file specifications > image2022-1-10_12-33-45.png