Zoho Inventory

FAQ

  invoice

How do I import/export invoices?

Importing Invoices

To import invoices into your Zoho Inventory account:

menu drop down

  • Navigate to Invoices.
  • Click on the Menu icon(Top right corner).
  • Select Import Invoices option in the drop down.
upload file page
  • You will be navigated to a new window.
  • Here you can choose the CSV or TSV file to be uploaded.

Character encoding drop down

  • Choose the character encoding involved from the drop down. By default, the character encoding is UTF-8(Unicode).
  • Choose the File Delimiter(comma or semicolon). By default it ll be comma for a CSV.
  • Click on Next to proceed to mapping fields window.

mapping fields page

  • Zoho Inventory will automatically map similar fields and match them together.
  • You can manually match the unmapped ones or alter mapped ones.
  • Check the box near the option Save these selections for use during future imports to automate mapping for future item imports.
  • Click on the Next button to proceed to the Preview window.
preview page
  • Here a synopsis of the no.of invoices ready for import, no. of skipped records and unmapped fields will be shown.
  • You can make any changes to the operation by clicking Previous button.
  • If everything is ready, click on Import button to successfully import.
  • Please Note: You can download the sample file in the import page, to get an idea on how to create the files you need to import.
Exporting Invoices

To export items from your Zoho Inventory account:

  • Navigate to Invoices.
  • Click on the Menu icon(Top right corner).
  • Select Export Invoices option in the drop down.

menu drop down

  • Click on the CSV or XLS option.
export page
  • Click on the Export button to successfully export your invoices.
  • Note: The files will be saved to your default downloads folder.