How do I import data from a different software?

You can import data for the following modules in Zoho Invoice:

1. Customers
2. Contact Persons
3. Items
4. Sales Transactions
5. Expenses
6. Payments
7. Projects
8. Project Tasks
9. Timesheets

Let’s say you want to import Customers. Here’s how:

• Go to the Customers module in the left sidebar.
• Click the More icon on the top right corner of the page.
• Click Import Customers.
• Select the file that you want to import. You can either drag and drop the file or choose it from your device.

• Once you’ve selected the file, click Next.
• Map each field in Zoho Invoice with the import file’s headers accordingly and click Next.
• If all your fields match perfectly, the next step would be to import the file by clicking Import. In case there is a mismatch, we would be listing out the fields along with the error. You can check, correct it, and re-upload.

Once the import process is over, all your data would be successfully imported into Zoho Invoice. The same steps will apply for importing data for the other modules as well.