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

CSV format guide

Required fields

Field	Definition
Invoice ID	Unique identifier for the invoice
Customer Email	Billing contact email address
First Name	Customer first name (billing contact first name)
Currency	Three-letter currency code
Product Name	Name of the product or service
Total Amount	Total invoice amount
Period Start	Service period start date (YYYY-MM-DD)

Optional fields

Field	Definition
Business Name	Full business name (defaults to the Account’s business name)
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.)
Period End	Service period end date (YYYY-MM-DD). Leave blank if subscription is still active.
Billing Interval	Day, week, month, or year (required if subscription ID is provided)
Billing Interval Count	Number of intervals (e.g., 3 “month billing interval” for quarterly)
Quantity	Item quantity (defaults to 1)
Tax Amount	Tax amount
Discount Name	Name of the Discount
Discount Amount	Discount amount in cents
Promo Code	Promo code associated with the Discount
Paid At	Payment date (YYYY-MM-DD) - if the last/most recent invoice is unpaid, leave empty to generate an OPEN invoice
Trial Start/End	Trial period dates for subscriptions

General Rules

• Importing refunds is not supported.

• All amounts must be positive.

• All dates must use YYYY-MM-DD format.

Invoice Rules

• Line items: Each invoice must include only one line item (one product per invoice).

• Period: Use Period Start and Period End to define the service period (e.g., Jan 1 – Jan 31).

• Payment status: Leave Paid At empty for unpaid or future invoices.

• Auto-generation:

  • You do not need to upload every invoice manually.

  • If one invoice includes a payment date, missing invoices will be auto-generated based on the billing interval.

  • For active subscriptions, all historical invoices up to today will be generated and marked as paid automatically.

Subscription Rules

• Required fields: If Subscription ID is provided, you must also include:

  • Billing Interval

  • Billing Interval Count

Indicating Active Subscriptions

• Import invoices and leave Subscription Cancelled At empty.

• Missing invoices will be auto-generated from the last invoice up to today.

• If Subscription Cancelled At or Period End is empty, the subscription is considered active.

Indicating Cancelled Subscriptions

• Import invoices and set Subscription Cancelled At to the subscription end date.

• Missing invoices will be auto-generated up to the cancellation date.