QuickBooks, CSV and JSON import

The import hub at Utilities → Import Data brings data in from other tools. This page covers the file-based imports: QuickBooks IIF files and CSV or JSON files from anywhere else. For Stripe and Harvest, see Import from Stripe and Import from Harvest.

What’s in the import hub

Import	What it brings in	Status
Harvest	Clients, contacts, invoices and recurring invoices	Available
Stripe Import	Customers, invoices and active subscriptions	Available
QuickBooks IIF	Invoice history from a QuickBooks IIF export	Available
CSV/JSON Import	Clients, or invoices, from any spreadsheet or JSON export	Available
QuickBooks Online	Direct import from QuickBooks Online	Coming soon
FreshBooks	Direct import from FreshBooks	Coming soon

Imports bring data into Tillage only. They don’t keep syncing afterwards, and they don’t change anything in the tool you’re importing from.

Import a QuickBooks IIF file

IIF is the export format of QuickBooks Desktop. The import reads invoices and their payment status, and matches each invoice’s customer to your Tillage clients.

1. In QuickBooks, export your invoices as an .iif file.
2. Go to Utilities → Import Data and choose QuickBooks IIF.
3. Upload: drop the file or click Choose File. Files must have the .iif extension and be 10MB or smaller.
4. Review: check how customers were matched.
   • Exact Matches are mapped to existing clients automatically.
   • Fuzzy Matches are suggestions. Confirm each one or choose a different client.
   • No Matches become new clients. Edit the name, or pick an existing client to merge with. Then click Continue →.
5. Confirm: review how many invoices will be created or updated and how many new clients will be added. Tick I understand and want to proceed with the import. and click Import Invoices →.
6. Complete: open View Invoices or View Clients to check the results.

Things to know:

• Amounts and line items are kept exactly as in the file. Tillage doesn’t apply variance or profit margin.
• Each imported invoice is marked with the source “IIF”.
• Invoices with a number that already exists in Tillage are updated with the file’s data rather than duplicated.

Import a CSV or JSON file

Use this for any tool that can export a spreadsheet. You can import clients or invoices.

1. Go to Utilities → Import Data and choose CSV/JSON Import.
2. Under Import Type, choose Clients or Invoices.
3. Upload your file. CSV files need column headers in the first row; JSON files need an array of objects with the same properties. Up to 10MB.
4. In Map Your Fields, match each Tillage field to a column in your file. Required fields are marked Required.
5. For clients, click Group Contacts to review how rows are grouped into companies, so several contacts at one company become one client. For invoices, click Preview Import.
6. Check the Import Summary and click Import Clients or Import Invoices.

Import clients before invoices. Invoices are attached to clients by name, so the client has to exist first.

Client fields

Field	Required
Company Name	Yes
Contact Name, Email, Phone	No
Address (Full), or Street Address, Street Address 2, City, State/Province, ZIP/Postal Code and Country	No
Website, Industry, Notes	No

Map either a full address or its parts. Clients with the same company name as an existing client are skipped.

Invoice fields

Field	Required	Notes
Client Name	Yes	Must match an existing client’s company name. Case doesn’t matter.
Invoice Title	Yes
Amount	Yes	The invoice total.
Invoice Number	No	Invoices with a number that already exists are skipped.
Issue Date	No
Due Date	No	Defaults to 30 days after the import.
Description	No
Status	No	Use Tillage’s values: draft, issued or paid. Defaults to draft.

Rows whose client can’t be found are skipped and listed after the import. CSV invoices come in as a single total without line items.

Related

• Import your data
• Clients and contacts
• Create an invoice