Importing invoices doesn't allow to import amounts or rows

[bmalynovytch]

When importing invoices history, the import tool doesn't allow to import rows or amounts, leaving all the imported invoices at 0, which is of no interest.

[genglert]

We can imagine several solutions:

• allowing 1 column (in the CSV file) with the total amount, & the import engine creates one product line which corresponds to this amount (but why a product and not a service? Is an automatic name for the product useful ? [easy to implement]
• allowing N columns to describe one product line (for N fields: name, amount, VAT...), and M columns for one service line. So an imported Invoice could have 1 product line & 1 service line, the amount being automatically computed as usual [moderate amount of work].
• allowing to import several product/service lines from a row in the CSV file. It means that you configure the columns N product/service lines where N in the maximum number of lines in your Invoices [several days of work].
• allowing to import product/service lines separately (ie: from their own list-view) ; it means your must link each line to the related Invoice with a unique field (invoice numbers, names if their are unique etc...) [easier than the previous solution].

What would be the solutions which correspond to your use case ? (I don't mean we will implement it, but it's interesting to collect users' needs to take our decisions)

[bmalynovytch]

Hi @genglert !

Importing invoices covers two different goals IMHO, each of them being treated differently:

• populating history for statistics (partial migration of the invoices)
• having an exhaustive history (complete migration of the invoices)

In the first case, just having a placeholder service that holds the total amounts would be fine, which can be done using your proposal #1.

In the second case, I guess best would be to import all the lines separately (proposal #4) : first you import your invoices with the main informations, then you add your lines individually, hoping 🙏 that the total amounts match the orignal ones.

I don't think that #2 and #3 are flexible enough to cover most needs.

[genglert]

Thanks for your return ; I'll try to discuss about it with my teammates in our next meeting.