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Import Bill

  • Import bills via CSV, TSV, or Excel files (under 20 MB).
  • Download the sample CSV file to ensure correct formatting.
  • After uploading a file:
    1. Configure Import
      • Choose CSV delimiter, encoding (if uploading CSV).
      • Preview data after upload.
    2. Field Mapping
      • Map source columns (file fields) to BeeBooks app fields.
      • Option to discard unnecessary fields.
    3. Review Import
      • See total rows, valid rows, invalid rows.
      • Handle duplicates:
        • Skip duplicates
        • Replace with new data
        • Mark as error if duplicates found
      • Handle errors:
        • Skip non-required parsing errors
        • Skip all invalid records
    4. Confirm Import
      • App will show whether all rows are valid.
      • Once confirmed, bills are imported into the system and appear in the All Bills Overview Table.