Expenses, items and finance setup
Import and organise invoice items
Practical Pixie CRM instructions for import and organise invoice items, including where to go, what to check and how to confirm the change saved correctly.
Where to goSales → Items → Import / Groups
Before you startIf the screen or action is missing, ask a Pixie CRM administrator to check your role and whether the relevant module is enabled. Do not work around permissions by using another person’s account.
What this helps you do
This guide shows the supported Pixie CRM route for import and organise invoice items, the values worth reviewing and the checks to make after the action.
Follow these steps
- Open Sales → Items → Import / Groups in Pixie CRM.
- Start the task from that screen and select the correct customer, record, staff member or configuration context when Pixie CRM asks for one.
- Review the controls that matter for this task: Import file, Field mapping, Item group, Rate and tax.
- Then check Duplicate handling, Import result. Use verified information and do not fill optional values with placeholders.
- Complete Import and organise invoice items using the supported action on the screen. If Pixie CRM shows a validation message, correct the underlying value instead of bypassing the control.
- Save or submit the change and wait for the success or completed state before navigating away.
- Reopen the record, status, activity timeline or resulting document and verify that Pixie CRM recorded the outcome you intended.
Fields and controls to review
Import file
Field mapping
Item group
Rate and tax
Duplicate handling
Import result
Checks before you finish
- Verify supplier, date, category and tax treatment.
- Attach source evidence when required.
- Check currency and totals before posting.
- Confirm the saved result in the expected register.
Permissions and record safety
Keep the change accountable.Use the least destructive action available, work inside your authorised role and preserve activity or audit evidence. Obtain any required approval before financial, privacy, signature or deletion actions.