Invoice import file specifications

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

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

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