Importing Or Exporting Infusion Invoices

I want to Export Customer invoices from one Infusion Data file and Import them as a Supplier Invoice to another Infusion Data file; or

My customer uses Infusion and wants me to send a .csv file of their invoices.

Please note:

1. Currently this Import & Export will only work correctly if products are set to GST Exclusive.  – Admin / Defaults / Manage Product Defaults – Selling Prices are Exclusive of GST.  If they are not, and entering the invoice manually is not an option (eg the invoice is a one-off and has many lines), the rate and extended columns will need to be adjusted to exclusive of GST rates within the .csv
2. This Import will not work if products on the invoice are set as Kitsets. This must be checked prior
3. This Import requires the Products in the import system to be set to the supplier, and the supplier code within Manage Products to match the Product Code in the Export File.  This applies even if the product codes themselves match.

You will need to activate the Export / Import you require.  See Import Export Module

The customer should use the Import Infusion Supplier Invoices import, while the supplier should use the Infusion Invoice Export export.  

To Export Invoices:

Import/Export / Export Data

Select Infusion Invoice Export

Click Yes

Complete the Infusion Invoice Export Ranges

You will be prompted to save the .CSV file.  Save this where it can be retrieved (We recommend a Subfolder  in Infusion. You will need to forward this .csv file to the Customer.

To Import an Infusion Supplier Invoice -

NB – the file to import must be in the correct format.  A file created by the above method gives the format to use.

Import/Export / Import Data

Select Import Infusion Supplier Invoices

Click Yes

Browse to the the location of the saved CSV, again it is recommended that a Subfolder is created in Infusion to store these in.

Select Yes

You will be asked for a Supplier Account for each Invoice in the .csv

Products where there is no  Supplier Product code  in the Customer’s Infusion system to match column B in the .csv file being imported will be imported into the Purchase Order as MISC.

You will be able to view an Audit Trail detailing what has been completed.

The import will either create or match a Purchase Order in the System.

To Import Infusion Invoices to the Invoice Screen

See Invoice Import Specs