Import and organise invoice items | Pixie CRM Help Centre Canonical: https://pixiecrm.com/help-centre/import-and-organise-invoice-items Publisher: Pixie Technologies LLC How-to guide Import and organise invoice items Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on. Bulk-load items, group them logically and keep standard rates current. Audience: Administrator; Feature: Invoice; Permission-aware; Where to goSales (https://pixiecrm.com/help-centre/topic/sales) → Items → Import / Groups Before you startThe screen or action may be hidden when your role lacks permission, the related module is inactive, or a required setting has not been configured. Ask an administrator to review access rather than using another person’s account. What this guide helps you do Bulk-load items, group them logically and keep standard rates current. Pixie CRM keeps the result connected to the relevant customer (https://pixiecrm.com/help-centre/topic/customer), staff member and operational history where the feature supports those relationships. That connection is important for search, reporting, client portal (https://pixiecrm.com/help-centre/topic/client-portal) visibility and future automation. Follow these steps - Go to Sales (https://pixiecrm.com/help-centre/topic/sales) → Items → Import / Groups and download or review the expected import format. - Create a small clean test file using the required column names and date/number formats. - Remove formulas, duplicate rows and unsupported formatting; save in the supported CSV format. - Upload the file and map or confirm columns where prompted. - Check validation results before committing the import. - Import the test rows and inspect the resulting records for ownership, status, currency (https://pixiecrm.com/help-centre/topic/currency) and custom-field accuracy. - Proceed with the full file only after the test is correct, then retain the import result for audit. Settings to check Customer (https://pixiecrm.com/help-centre/topic/customer) and billing addressCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data. Invoice (https://pixiecrm.com/help-centre/topic/invoice) number and datesCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data. Currency (https://pixiecrm.com/help-centre/topic/currency) and payment (https://pixiecrm.com/help-centre/topic/payment) termsCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data. Line items, quantity and rateCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data. Taxes (https://pixiecrm.com/help-centre/topic/tax), discount and adjustmentCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data. Client (https://pixiecrm.com/help-centre/topic/customer) note and termsCheck this value against the source record before saving. If the field is optional and no verified value is available, leave it blank rather than entering placeholder data. Checks before you finish - Confirm the customer (https://pixiecrm.com/help-centre/topic/customer) and currency (https://pixiecrm.com/help-centre/topic/currency) before adding items. - Review totals and tax (https://pixiecrm.com/help-centre/topic/tax) treatment before sending. - Do not edit a paid invoice (https://pixiecrm.com/help-centre/topic/invoice) without following the organisation’s accounting procedure. - Check (https://pixiecrm.com/help-centre/topic/check) whether the result should be visible to a customer contact (https://pixiecrm.com/help-centre/topic/customer) or only to staff. - Confirm the final status, activity entry, generated document or notification (https://pixiecrm.com/help-centre/topic/notification) before leaving the record. Permission and data safetyDeletion, refunds, signature clearing, module changes, payment (https://pixiecrm.com/help-centre/topic/payment) configuration and privacy actions can affect linked records or legal history. Use the least destructive action available and follow your organisation’s approval (https://pixiecrm.com/help-centre/topic/approval) process. Browse connected topics:invoice (https://pixiecrm.com/help-centre/topic/invoice)payment (https://pixiecrm.com/help-centre/topic/payment)expense (https://pixiecrm.com/help-centre/topic/expense)check (https://pixiecrm.com/help-centre/topic/check)tax (https://pixiecrm.com/help-centre/topic/tax)currency (https://pixiecrm.com/help-centre/topic/currency)approval (https://pixiecrm.com/help-centre/topic/approval)sales accounting (https://pixiecrm.com/help-centre/topic/sales)service (https://pixiecrm.com/help-centre/topic/service)client portal (https://pixiecrm.com/help-centre/topic/client-portal)notifications (https://pixiecrm.com/help-centre/topic/notification)customers (https://pixiecrm.com/help-centre/topic/customer) Related guides Import expenses (https://pixiecrm.com/help-centre/import-expenses)Create a recurring expense (https://pixiecrm.com/help-centre/create-a-recurring-expense)Create products and services (https://pixiecrm.com/help-centre/create-products-and-services)Convert a billable expense to an invoice (https://pixiecrm.com/help-centre/convert-a-billable-expense-to-an-invoice)Attach a receipt to an expense (https://pixiecrm.com/help-centre/attach-a-receipt-to-an-expense)