Importing Clients Into Edit / Add Clients:
BillingOrchard provides a feature for bulk import of client data automatically into the database. This documentation details the required data format for the import file used to upload your client’s data into the BillingOrchard database. A CSV file (Comma Separated Value) is a simple text file that contains a set of data values, separated by commas between each data item and with each row of data separated by a carriage return, on a separate line of the file. This file format is very common and most applications can export data in the CSV format. If you need to edit the file manually, it can be done with Microsoft Excel or a simple text editor. The table below details the required fields for the import file. Please note that many of the data values are optional.
- If you choose not to include certain field data item(s) in the import file, you must set the field data value to the Nonbreaking space character (‘ ’). Each row must be complete with all fields containing valid data or the   character. See the examples below. If the file is not in the format below, it will not upload successfully into the database and the application will Error out. Also note, the application starts importing data at row 2 of the import file (not row 1). Row one is reserved for the header row. See the example CSV file in the Admin section.
- Another thing to keep in mind - Be sure to remove any special characters within your text such as commas and apostrophes. These characters will break the code and cause errors during the import process.
Example import rows in a CSV import file (In the first row, all data items are included for import while in the second, only the required data items are included and the other optional field values are set to the Non‐breaking space character.):
BlueSky Design,Sarah Miller,firstname.lastname@example.org,919‐820‐3912,919‐359‐3910,1515 Deer Road,Raleigh,NC83012,USA,www.billingorchard.com
BlueSky Design Inc.,Sarah Miller,email@example.com, , , , , , , , ,
Watch the video below to view an import in action....