Recurring Invoice CSV Import

Recurring invoices can be created or updated using a CSV import. This makes it much easier to setup all ne recurring invioices, or perform update operations like price increases. From the Recurring Invoices screen select the Import Recurring Invoices button in the top right.

There are 3 options for importing - Start with: blank CSV; Existing Recurring Invoices CSV; Existing Invoices CSV

The Blank CSV template has all the columns that can be updated in a recurring invoice. Not all the columns are required and the column can be removed from the CSV file if you do not need/use that option. Note: Their are some columns that must match to existing data in Recur360. They are Customer Name; Line Item (QuickBooks Product/Service). If this option is selected each line will have to be manually created into the CSV file.

The Existing Recurring Invoices CSV file will allow you to filter your current recurring invoices and only export what needs to be updated.

The Existing Invoices CSV will take you to the Invoice History report, you can filter that report also and then click the Download Recurring Invoice Importer CSV Template button in the bottom right corner of the report.

Once the CSV file is created edit the changes you wish to make (example you can update the Line Rate column to change prices of items in the recurring invoice. When modifying csv files in Excel we recommend you turn off these options to prevent Excel from changing data.

You can add new rows, which will add line items to the recurring invoice if you copy the Recurring Invoice id field into the new row. If you remove a row from the spreadsheet it will remove that line item from the recurring invoice. To delete the entire recurring invoice update the last column in the spreadsheet for that row to "Delete" 

To create new recurring invoices leave the first column (Recurring Invoice id) blank.

Once all changes are made save your CSV file. In Recur360 go to the Recurring Invoices screen & select the Import Recurring Invoices button on the top right of the screen. 

then click the Browse button to upload the file you saved.

The system will go through a Pre-processing check for errors

You can click on the words (Pre-Processing) Processing to see the status. Once the pre-processing check is finished the screen will show the success count and any error records: 

Then you are ready to press the Process The CSV button. That will commit all the changes to your recurring invoices. The import will not process if there are any errors .Note there is no Process The CSV button. You must correct them and upload a new file. Select the "Show Only Errored" option to see which rows have errors. You can download the errors to a CSV file so you know what needs to be corrected.

Anytime you go to the Recurring Invoice Importer screen the bottom will show you the status of previous imports. 

If you click on the status of one of those imports it will take you to the last completed step. Example: if you click on the status that shows Pre-Processing Completed Successfully it will take you to the screen that will allow you to finish processing the file.