Import invoices by CSV

Pull historical data from Stripe, Pennylane or another tool.

To avoid losing data from before you joined Nexte, bulk import via CSV. Auto detected format for most common sources.

Auto recognized sources

  • Stripe: Payments or Invoices export.
  • Pennylane: Issued invoices export.
  • Quickbooks, FreshBooks: standard export.
  • Excel or Google Sheets: with explicit columns (date, client, amount, currency, status).

Procedure

  1. On `/facturation`, Import button at the top right.
  2. Pick the CSV.
  3. Check the mapping. Adjust columns if one is misread.
  4. Pick a default status (used when no status column is mapped).
  5. Confirm. Invoices are created in bulk.