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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:
- Configure Import
- Choose CSV delimiter, encoding (if uploading CSV).
- Preview data after upload.
- Field Mapping
- Map source columns (file fields) to BeeBooks app fields.
- Option to discard unnecessary fields.
- 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
- 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.
- Configure Import