Smart Data Importer- Where are invoices/estimates found?
Answered
Where will I be able to find past invoices/estimates that I've imported through the Smart Data Importer?
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Official comment
Hello Elizabeth,
After reviewing your instance, it appears that these uploads failed due to an error in the due dates of the estimates
Many of the due dates were set to "--" which will cause an error
Please advise your client to use the proper due date in the format of mm/dd/yyyy and make sure that the due date is after the issued date. If this is corrected there appear to be no other errors and the uploads will continue normally.
Thank you for bringing this to our attention so we could help! -
Hey there Elizabeth! It should be right there on the same screen. Below the option to import your previous imports should display in chronological order. In your case, do you have a previous import that should be appearing but isn't?
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Yes, I can see the products list showing as completed. The Invoices and estimates were imported separately and I received the Success pop up but I don't see them on the list nor in the Business Center.
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Thank you for letting us know! These items should both be showing in the Past Imports history. We will reach out to you to gather additional details and investigate your instance, thank you for letting us know!
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