Importing from other plugins

Switching invoicing tools usually means re-typing history or losing it. Easy Invoice reads it in: Easy Invoice → Import.

Three rules hold for every import:

• Nothing is renumbered. Invoice and quote numbers and dates come across as they were.
• A client who already exists here is reused, matched by email.
• Running an import twice adds nothing. Every imported record remembers where it came from.

From Sliced Invoices or Sprout Invoices

If either plugin has data on this site, it is listed on the Import page with a count of what it will bring in — clients, quotes, invoices with every line item, and payments. The other plugin does not need to be active; the data is read directly from its posts.

1. Open Easy Invoice → Import
2. Under the plugin's name, check the counts
3. Click Import from …

Statuses map to their nearest Easy Invoice status (paid, unpaid, overdue, draft, cancelled; quotes sent, accepted, declined). Sprout's custom post statuses are read as well. When the import finishes, a summary lists what was created and what was skipped because it had been imported before.

From CSV (FreshBooks, Wave, Zoho, Invoice Ninja, spreadsheets)

Columns are matched by header name, so most exports work unchanged. Two templates are on the Import page — Clients CSV and Invoices CSV — showing the names that are recognised; a spreadsheet with those headers imports as-is.

What the invoice import understands:

Column (any of)	Meaning
number, invoice number, invoice id, ref	The invoice number — rows with the same number are one invoice with several lines
date, issue date, created	Issue date
due date, due, payment due	Due date
status, state	Status
client email, customer email, email	Client (created if new)
client name, customer, company, bill to	Client's name
currency	Currency code
tax rate, tax, vat	Tax percentage
discount	Discount
item, product, service, title	Line item name
description, details	Line description
quantity, qty, hours	Quantity
price, rate, unit price, amount	Unit price
total, grand total, amount due	Invoice total (checked against the lines)
amount paid, paid	A payment is recorded for this amount
paid date, payment date	Date of that payment
notes, memo, message · terms	Notes and terms

Comma, semicolon and tab delimiters are detected; both 1,234.56 and 1.234,56 are understood; dates in ISO, US and European forms are read.

1. Export from your old tool (FreshBooks: Reports → Invoice Details; Wave: Sales → Invoices → Export; Zoho: Invoices → Export; Invoice Ninja: Settings → Import/Export)
2. Open Easy Invoice → Import → CSV files, choose the file and click Import CSV

After importing

Open Invoices and spot-check a few against the old system — totals, dates, client names. Imported records carry _easy_invoice_import_source and _easy_invoice_import_source_id if you ever need to trace one back.

For developers

Hook	Type	Purpose
easy_invoice_import_sources	filter	Register another importer (extend EasyInvoice\Import\Importer)
easy_invoice_import_finished	action	After an import runs ($source, $result)