Import customers, items and invoices from Excel

Ubyquo Central eFactura tutorial: how to import customers, items, delivery notes and invoices using the invoicing tool's Excel template.

Download the template from Importar (Import), fill in the sheets without renaming any fields and upload the file. You can also export customers from Ubyquo (accounting data) straight to the invoicing tool.

What you will see:

• Excel template: customers, items, delivery notes and invoices
• Key customer fields (country, CIF, name / self-employed)
• Validation of Spanish CIF
• Importing items (description, price, tax %)
• Exporting customers from Ubyquo to the invoicing tool
• Importing invoices / delivery notes and reviewing records

Index

0:00 Introduction

0:50 Customers in the template

1:40 Items and documents

3:00 Validations

4:30 Importing invoices

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