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DocsMoving from Wave
Bring in invoices and their payments from the spreadsheet download.
- Invoices. Your invoices. Each row becomes one invoice in your workspace.
- Sign in to your old system.
- Go to Settings, then Export, and choose every record type it offers.
- You will get one or more files. Come back here and drop all of them in at once.
Nothing is written until you say so. You will see what we made of every file, decide anything we cannot decide on our own, and read a plain summary of what pressing the button does before it does it.
- Invoices. An invoice needs its customer, its products and its tax rates first.
Invoices
The invoices list out of the system you are leaving.
| Field | Description |
|---|---|
| Company* | Write it as company. We also read _company. |
| Assigned To | Write it as assigned_to. |
| Company ID | Write it as company_id. |
| Company Source ID | Write it as company_source_id. |
| Contact ID | Write it as contact_id. |
| Currency | Write it as currency. |
| Due Date | Write it as due_date. |
| Invoice Amount | Write it as invoice_amount. |
| Invoice Date | Write it as invoice_date. |
| Invoice Number* | Write it as invoice_number. |
| Item Description | Write it as item_description. |
| Item Name | Write it as item_name. |
| Notes | Write it as notes. |
| Opportunity ID | Write it as opportunity_id. |
| Payment Amount | Write it as payment_amount. |
| Payment Date | Write it as payment_date. |
| Payment Method | Write it as payment_method. |
| Payment Reference | Write it as payment_reference. |
| Payment Terms | Write it as payment_terms. |
| Person Email | Write it as person_email. |
| Person Source ID | Write it as person_source_id. |
| Po Number | Write it as po_number. |
| Quantity | Write it as quantity. |
| Quote ID | Write it as quote_id. |
| Source Record ID | Write it as source_record_id. |
| Status | Write it as status. |
| Tax Code | Write it as tax_code. |
| Tax Rate | Write it as tax_rate. |
| Terms And Conditions | Write it as terms_and_conditions. |
| Unit Price | Write it as unit_price. |
- We need Invoice Number in the file before we can read it.
- We can only bring the payments behind each invoice across when the download you choose includes them. Choose the download that includes the invoices and their payments together when you export.
- This export does not include quotes, receipts and repeating invoices, so nothing of that kind comes across.
- The download of everything you have ever recorded arrives as one file with nothing to tell one record from another, so we cannot read it. Use the spreadsheet download, one sheet per kind of record.
- 1 column has no home here yet, so we keep the values as extra columns on the record: Payment Account.
- We wrote down what this download looks like from the published guides rather than from a file we have seen, so a column we do not recognise is possible. Nothing in it is thrown away: anything we cannot place is kept as an extra column.
- Photos and files come over on their own. One move brings over 2 GB and 500 files.
- One file can hold up to 10,000 rows.
- One file can be up to 10 megabytes.
- You can undo a move for 30 days after it finishes.
- You can undo a single file import for 24 hours after it finishes.
Coming from something else? The list of systems we read has a page for each one, and a file from a system with no page of its own still comes across: we read the headings and you confirm every one of them before anything is written.