Import Invoices From Excel

🌟 Import Invoices From Excel

Module overview

The “Import Invoices From Excel” module allows you to bulk-import customer invoices into Dolibarr from a simple Excel file.
It is designed for companies that want to save time on data entry, import historical invoices, or recover invoices coming from another software.

How it works

The module adds a dedicated “Import invoices” screen in Dolibarr, with a process in two main steps:

1. Download the (Excel) template

   • A button lets you download a pre-formatted Excel template file.

   • This template defines the required columns and prevents structural errors.

2. Import the invoices

   • The user chooses the type of invoices (customer invoices in the screenshots).

   • They select the completed Excel file and start the import.

   • Each line in the Excel file is then converted into a customer invoice in Dolibarr.

Excel template: data structure

The Excel template shown in the screenshots contains the following columns (one line = one invoice):

• Ref: internal reference of the invoice.

• Label: short title or description of the invoice.

• Date (Y-m-d): invoice date in YYYY-MM-DD format.

• Amount: net amount (excl. tax) of the invoice.

• Note: remark or additional information related to the invoice.

• Company: name of the customer (third party) to whom the invoice is issued.

• Address: customer’s address.

• Phone: contact phone number.

• Email: customer’s email address.

• City: customer’s city.

• Postcode: customer’s postal code.

Dolibarr uses this information to create or complete invoices and link them to the relevant third party (depending on configuration and existing data in Dolibarr).

Interface in Dolibarr

• A dedicated screen lists the imported invoices with key columns (invoice, company, type, amount, date, created by).

• The “IMPORT INVOICES” button opens a modal window where you select:

  • the invoice type (e.g. Customer),

  • the Excel file containing the lines to import.

• After validation, the created invoices appear in Dolibarr as standard invoices, ready to be processed, validated and posted to accounting.

Benefits for the company

• Significant time saving: no need to enter invoices one by one, everything is done from an Excel sheet.

• Fewer data-entry errors: the template enforces a consistent format and makes checks easier before importing.

• Easier migration: ideal for importing invoices from a previous software, a spreadsheet, or an external provider.

• Centralized data: all invoices are brought into Dolibarr for follow-up, reminders and accounting.

Typical use cases

• Quickly creating multiple customer invoices from an Excel export.

• Importing an invoice history when deploying Dolibarr.

• Periodic import of invoices generated by an external system (sales platform, vertical business software, etc.) after formatting them with the Excel template.

This module turns Excel into a simple and efficient gateway to Dolibarr invoicing, while staying fully aligned with the ERP’s standard ergonomics and workflows.

Installation

• Download the module archive (.zip) from DoliStore.com
• Go to "Home > Setup > Modules > Deploy an external module" and submit the zip
• The module or theme is then available and can be activated

Why choose our modules

• Compatible with recent Dolibarr versions
• Module languages:
• Free support and bug fixes included
• Free access to module updates for one year

Support & Assistance

If you encounter a problem, please provide the following information:

• Module and Dolibarr version
• Steps to reproduce the issue (screenshots or video if possible)