Can I Import Invoices with Multiple Line Items?
Yes. The Outstanding Invoices import uses a multi-row format that allows you to include as many line items as you need for each invoice.
How the Multi-Row Format Works
Each row in your CSV file represents one line item. Multiple rows that share the same Invoice Number are grouped together into a single invoice during import. Each row contains its own item name, quantity, and price.
The customer name, invoice date, and due date are taken from the first row of each invoice group. You may leave those fields blank on subsequent rows for the same invoice, or repeat them — AccuArk uses the values from the first row either way.
Example
Here is an example CSV with two invoices — the first has three line items and the second has one:
| Invoice Number | Customer Name | Invoice Date | Due Date | Item Name | Quantity | Unit Price |
|---|---|---|---|---|---|---|
| INV-001 | Smith Corp | 2026-01-15 | 2026-02-15 | Widget A | 10 | 5.99 |
| INV-001 | Widget B | 5 | 12.50 | |||
| INV-001 | Shipping Fee | 1 | 15.00 | |||
| INV-002 | Jones LLC | 2026-02-01 | 2026-03-01 | Consulting Hr | 8 | 75.00 |
In this example, INV-001 is created as a single invoice for Smith Corp with three line items, and INV-002 is created as a separate invoice for Jones LLC with one line item.
Important Notes
- Customers must already exist in AccuArk before you import invoices. If a customer name does not match an existing record, the rows for that invoice will fail validation.
- Each line item row should include the item name, quantity, and unit price at minimum.
- Outstanding Invoices do not support upsert — importing the same file twice will create duplicate invoices. Import each file only once.