Importing a Bill CSV Independently from a Job on Tradify Web

Topic

There are three ways to create Bills in Tradify. In this guide, we're going to focus on the CSV import option seperate from the job, See the Additional Information section to see the other options.

A Note For Australian Users
Rexel, Ideal, John R Turk and Lear & Smith in Australia make it even easier to import bills with them formatted for instant import into Tradify.

Simply mention it to your local rep next time you're in a Rexel, Ideal, John R Turk or Lear & Smith branch.

Note: If your supplier has sent you a PDF copy of your bill, see here for how to import it: Use SmartRead to Create Bills in Tradify Web

Instructions

Before getting started see this guide to ensure your CSV has the correct formatting: Format your CSV bill Files for Importing

1. Head to the Purchases Page from the left hand navigation bar.
2. Click the Options > Import Bill File.
   

   Note: You also have the ability to download a Supplier Bill Import Template from here via the down arrow button.
   

   
   
   
   
3. Search for the supplier or click the + Button to add a new one and click OK.
4. Click on Choose CSV File. 
5. Select the file you wish to import, then select Open.
6. If your file excludes a title row, toggle off
   

   My CSV has a header row.
   Note: Column headers is a title row at the top of your CSV file to identify each columns content.

7. To update your default price list items with any new info added to the items in the bill, toggle on Update supplier's price list.
   
   
   
   
8. Once the file has uploaded, click Start Matching.
   

   Note: Tradify will open and examine the files contents and to determine which columns contain the data that is required. Any remaining columns are either empty or can't be matched automatically. In this case, allocate any unmatched column you need to the matching field by dragging the field into the middle column.

   
   
   
   
9. Match all relevant columns and click on Import Bill File.
   

   Note: This will start uploading your Bill File. Depending on the file size this can take a few minutes. The bills will then show in the Bills tab on the Job.

   
   
   
   

Additional Information

for more info on Bill options see here:

• Importing a Bill CSV within a Job on Tradify Web
• Create a Bill from scratch
• Convert a Purchase Order into a Bill