Help

Import from a spreadsheet (CSV), in detail

Works with an export from any accounting tool: QuickBooks, Xero, FreshBooks, Zoho Books, Sage, Wave, or a plain Excel file saved as CSV. No keys or sign-in needed.

What it needs

Required: invoice number, customer name, amount, and dates. Optional: balance, currency, status, and customer email. Up to 5 MB and 5,000 rows in one file.

Steps

1. Open Dashboard, then Integrations, then Import a CSV.
2. Press Choose a CSV file. Mugavi guesses which column is which and which date format you used; fix any column with the dropdowns if it guessed wrong.
3. Check the preview: how many rows are ready, how many have a problem and will be skipped, and how many are already paid, void or draft and so are not added.
4. Press Import [n] rows.

Uploading again

Re-upload the same or an updated file any time. Importing the same invoice number again updates that invoice; it does not create a duplicate. CSV import does not sync on its own, unlike QuickBooks or Xero: you re-upload by hand whenever you want it refreshed.

Taking it back out

To remove CSV-imported data, use the remove option on the Integrations page, the same as for a disconnected QuickBooks or Xero. Anything you typed in directly in Mugavi, or that came from another provider, is left alone.

Stuck? Write to hello@getcollectly.app, replies within one business day. See more help pages or how we handle your data.