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How to use IncoDocs - Video Tips & Guides
Importing Line Items from a CSV or Excel File


IMPORTING LINE ITEMS FROM A CSV OR EXCEL FILE

Bulk add line items from a CSV file or Excel spreadsheet into an IncoDocs
template.
Written by Ben Thompson
Updated over a week ago

Skip to:

 1. Copy and Paste Rows from Excel

 2. Importing Data from a CSV File



Manually entering a large number of product rows into documents can be very
tedious and error-prone. If you can receive or get all of your product
information into an Excel sheet or CSV file, you can import it into your
document in just a few clicks.



Note: The 'Import Lines' feature works best when you have first added all of
your product codes into IncoDocs, so that when you import data into a document
it will auto-match the product codes that are stored in IncoDocs, to auto-fill
all of the product fields into all IncoDocs templates. Read how to setup your
product details in IncoDocs.






OPTION 1: COPY AND PASTE ROWS FROM EXCEL

 1. Click Import Lines
    
    
    
    

 2. Copy and paste from your Excel file into the respective spreadsheet columns
    in the import modal.

 3. Check that the data you're importing is correct

 4. Click Continue in the bottom right then Submit

Pro Tip: If you have already setup all of your product codes and fields in
IncoDocs, you can just import a list of 'Product Code' and 'Quantity' columns,
and it will automatically match to the product codes in IncoDocs, and will
auto-fill all of the product fields into the IncoDocs templates!





Note: The columns in the import modal directly represent those in the document
product table.





--------------------------------------------------------------------------------






OPTION 2: IMPORTING DATA FROM A CSV FILE

If you can receive or get all of your product information into an Excel sheet or
CSV file, you can import it into your document in just a few clicks by following
these steps:




STEP 1: FORMAT YOUR CSV FILE CORRECTLY

Click below to download an example CSV template for each type of document:



Purchase Order CSV File
Quote & Proforma Invoice CSV File
Commercial Invoice CSV File
Packing List - Consolidated CSV File
Packing List - Detailed CSV File
Packing List - Simple CSV File
Packing List - Container CSV File

Note: Make sure that your file is a .CSV, .TSV or Excel format. You will have to
make sure that the first row in your spreadsheet contains the correct column
names.



Pro Tip: If you have already setup all of your product codes and fields in
IncoDocs, you can just import a list of 'Product Code' and 'Quantity' columns,
and it will automatically match to the product codes in IncoDocs, and will
auto-fill all of the product fields into the IncoDocs templates!






WATCH HOW TO IMPORT YOUR CSV FILE



--


STEP 2: IMPORT YOUR FILE INTO A DOCUMENT

While creating a document, click the 'Import lines' button.







--


STEP 3: MATCHING YOUR FIELDS

After you finish uploading your data, you’ll need to match each column from your
spreadsheet to a field in IncoDocs. In some cases, IncoDocs will recognize your
column name and do the work for you. You'll also see a few preview rows from
your spreadsheet so you get a good idea of what's in each column.



Automatically matched fields will show "Matched to the ______ field" and give
you the option to click 'Confirm mapping'. You can also continue without doing
so if you're happy with the auto-matching.



If you don’t want to import a column from your spreadsheet, click ‘Ignore this
column’ on each field box.



To match the data from your spreadsheet to the right place in IncoDocs, click
the dropdown arrow next to the column names.



Click ‘Review’ at the bottom of the modal to move to the next page.






RESOLVING VALIDATION ERRORS

The Products Importer will highlight any errors in your data and let you fix
them up before submitting. Fields with errors will be highlighted in red and
hovering over the field will give you a description of the error so you know
what to fix.



💡 PRO TIP: To see just the rows that have errors, you can toggle "Only show
rows with problems" in the top left.





Then you can work your way through until there are no more errors. Then turn off
the toggle and review your data one last time before continuing to the final
step. Once you've reviewed your data and there are no errors, click 'Continue'
at the bottom to start the import.



If you need help using this feature, reach out to us in the chat box at the
bottom right, or email info@incodocs.com

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