--- title: How to use the Invoice Migration Template description: Knowledge Base --- [Skip to content](https://help.artlogic.net/connect/how-to-use-the-invoice-migration-template#main-content) English - United States Show submenu for translations [Submit a Support Ticket](https://help.artlogic.net/connect/kb-tickets/new?hsLang=en-us) [![AC\_Logo\_300](https://help.artlogic.net/hs-fs/hubfs/AC_Logo_300.png?width=300&height=38&name=AC_Logo_300.png)](https://help.artcloud.com/connect?hsLang=en-us) Open main navigation Close main navigation - English - United States Show submenu for translations - [Submit a Support Ticket](https://help.artlogic.net/connect/kb-tickets/new) - [Login](https://hello.artlogic.net/login) [Login](https://hello.artlogic.net/login) How can we help you? - There are no suggestions because the search field is empty. 1. [Artlogic Connect Knowledge Base](https://help.artlogic.net/connect?hsLang=en-us) 2. [Account Settings](https://help.artlogic.net/connect/account-settings?hsLang=en-us) 3. [Data Import](https://help.artlogic.net/connect/account-settings?hsLang=en-us#data-import) July 15, 2026 # How to use the Invoice Migration Template ## Make the Invoice import process easier with ArtCloud's pre-made Invoice Migration Template [This helpful article](https://help.artcld.com/knowledge/manage-your-inventory/add-inventory-to-artcloud/import-your-inventory-into-artcloud) covers the process of importing Invoices into ArtCloud in bulk. It also covers where to download ArtCloud's **Invoice Import** **Template**.The Invoice Import Template can be opened by any spreadsheet software that can open .CSV (Comma Separated Values) files, such as **Microsoft Excel**, **Google Sheets**(free), **Numbers**(by Apple), or **Libre Office Calc**. **NOTE:** Your first migrations into ArtCloud should occur in the following order: **Contacts** -\> **Inventory** -\> **Invoices**. The template works based on column names. Every row is an Invoice Record, and the intersecting columns are what field that cell will be populating. For example: | | **invoice\_ number** | **client\_email** | **client\_first\_name** | **client\_last\_name** | **date** | | --- | --- | --- | --- | --- | --- | | **A** | 22 | wsmith@yahoo.com | Will | Smith | 03/05/2018 | | **B** | 23 | mpython@gmail.com | Monty | Python | 03/13/2018 | The first invoice's Invoice Number is 22. The client's name is Will Smith, and their email is wsmith@yahoo.com. This item was purchased on 03/05/2018. The second invoice's Invoice Number is 23. The client's name is Monty Python, and their email is mpython@gmail.com. This item was purchased on 03/13/2018 **NOTE:** Fields can be left empty with no consequence, and you can include as many or as few pages as you please. **Keep in mind that adding information to existing Invoice records after an import may result in a fee.** ### Invoice Import Template Key | **Column** | **Name** | Input Type | Notes & Description | | --- | --- | --- | --- | | **A** | *invoice\_number* | Number | The invoice's unique, identifying number. | | **B** | *client\_email* | Text | The client's email. | | **C** | *client\_first\_name* | Text | The client's first name. | | **D** | *client\_last\_name* | Text | The client's last name. | | **E** | *date* | MM/DD/YYYY | The date of the invoice's creation. | | **F** | *status* | Open, On\_Approval, Closed | The status of an invoice. This field ignores case(does not matter if an entry is capitalized or lowercase), but will default to "closed" if left empty. | | **G** | *inventory\_number* | Number | A group of numbers used to identify individual pieces. Inventory Numbers must be unique. **If this is left blank, ArtCloud will generate one for you.** | | **H** | *sku* | Alpha-numeric | A line of text and numbers used to identify individual pieces. SKUs must be unique. | | **I** | *quantity* | Number | Number of items sold. Quantity must be a numeric value. | | **J** | *item\_price* | Number | Price of the item sold. Price must be a numeric value. | | **K** | *item\_discount\_amount* | Number | The amount discounted from an individual item. Must be a full amount, not a percent. (Example:$300instead of 20%) | | **L** | *invoice\_discount\_amount* | Number | The amount discounted from the entire invoice after item discount amounts are removed. Must be a full amount, not a percent. (Example:$300instead of 20%) | | **M** | *invoice\_sales\_tax\_amount* | Number | The invoice's sales tax. Must be a full amount, not a percent. (Example:$300instead of 20%) | | **N** | *invoice\_shipping* | Number | Flat amount for shipping cost. | | **O** | *paid* | Number | Amount paid on current invoice. | | **P** | *payment\_type* | Text | Method of payment (Example: Check,Visa,Mastercard, etc.). | | **Q** | *comments* | Text | Comments on the exchange. | | **R** | *private\_notes* | Text | Notes that can be seen only in the invoice record. | | **S** | *staff\_email* | Text | Email of the staff member who originally sent the invoice. | | **T** | *title* | Text | Title of the piece/merchandise. | | **U** | *artist\_first\_name* | Text | Creator of the piece's first name. | | **V** | *artist\_last\_name* | Text | Creator of the piece's last name. | | **W** | *import\_key* | Text | A unique string of text and/or that helps match columns to records. **For internal purposes only, does not appear directly on invoice records.** | ### Suggested Readings - [Import your Invoices into ArtCloud](https://help.artcld.com/knowledge/import-your-invoices-into-artcloud) - [Import your Inventory into ArtCloud](https://help.artcld.com/en/knowledge/manage-your-inventory/add-inventory-to-artcloud/import-your-inventory-into-artcloud) - [How to use the Inventory Migration Template](https://help.artcld.com/en/knowledge/how-to-use-the-inventory-migration-template) - [Import your Contacts into ArtCloud](https://help.artcld.com/knowledge/import-your-contacts-into-artcloud) - [How to use the Contact Migration Template](https://help.artcld.com/knowledge/how-to-use-the-contact-migration-template)   - [Welcome to Artlogic Connect](https://help.artlogic.net/connect/welcome-to-artlogic-connect?hsLang=en-us#main-content) - [Subscription](https://help.artlogic.net/connect/welcome-to-artlogic-connect?hsLang=en-us#subscription) - [Navigation](https://help.artlogic.net/connect/welcome-to-artlogic-connect?hsLang=en-us#navigation) - [Records](https://help.artlogic.net/connect/welcome-to-artlogic-connect?hsLang=en-us#records) - [Extras](https://help.artlogic.net/connect/welcome-to-artlogic-connect?hsLang=en-us#extras) - 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