Manual data import

Manually invoiced customer data from outside OpenPay can be synced into OpenPay, giving you a unified view of your business analytics.

Head to your Settings > Analytics settings to access the CSV upload portal and download the CSV template to use.

CSV format guide

Field	Definition
Invoice ID	Unique identifier for the invoice
Customer Email	Billing contact email address
First Name	Customer first name (billing contact first name)
Business Name	Full business name
Currency	Three-letter currency code
Product Name	Name of the product or service
Total Amount	Total invoice amount in cents (e.g., 1000 = $10.00)
Period Start	Service period start date (YYYY-MM-DD)
Period End	Service period end date (YYYY-MM-DD)

Field	Definition
Subscription ID	Links invoice to a subscription (leave empty for one-time charges)
Last Name	Customer last name (billing contact last name)
Address Line 1/2/3	Customer billing address components
Zip Code	Postal/Zip code
Country	Two-letter country code (e.g., US, GB, etc.)
Billing Interval	Day, week, month, or year (required if subscription ID is provided)
Billing Interval Count	Number o intervals (e.g., 3 “month billing interval” for quarterly)
Quantity	Item quantity (defaults to 1)
Tax Amount	Tax amount in cents
Discount Amount	Discount amount in cents
Paid At	Payment date (YYYY-MM-DD) - leave empty for unpaid invoices
Trial Start/End	Trial period dates for subscriptions

All amounts should be in cents (e.g., $10.00 = 1000)
All dates should be in YYYY-MM-DD format
Each invoice can only have one line item (one product per invoice)
If providing subscription ID, you must also provide billing interval and billing interval count
Leave Paid At empty for unpaid invoices or future invoices