When using an accounting system that we don't have a direct integration with, utilize our Import feature using .CSV files.
Important Note: If you sync with an accounting software, we highly suggest not manually importing records & transactions via CSV into Bill.com, unless they don't exist in your accounting software at all, to avoid duplicates and sync errors.
- Select Settings
- Select Import / Export
- Select Import next to the record type you're importing
- Select Browse
- Select the .CSV file to import
- Select Upload
- This will lead to the Import Preview page where the information to be imported will be displayed
- Action column: Create vs Update
- Create: There's no matching record, this line item will be created as a new record
- Update: There's a matching record, this line item will update the existing record
- Action column: Create vs Update
- If the file selected is unable to be uploaded due to errors in the formatting or missing information, there will be an error message
- This will lead to the Import Preview page where the information to be imported will be displayed
- Review and correct any errors
- Select Import
- The Import History page will be displayed, which provides details about the import process, including the time of the import and whether the information was imported successfully
- If the Import says Failed in the Status column, select View in the Action column to see more details about why the import failed
- Download the error report, correct any errors in the import file, and try the import again, if needed
Things to know
- The user permissions required for importing data is Sync with Accounting System plus the corresponding permission for the object