Batch-import invoices, bills & payments without the cleanup
One unified Excel/CSV importer for customer invoices, vendor bills, credit notes, debit notes and payments — with guided column mapping and a full dry-run preview before a single document is created.
Loading historical invoices, bills and payments from spreadsheets means matching every row to the right partner, product, tax and account by hand. Odoo's native import demands exact field names and external IDs, and most import apps only cover a single document type — so mismatches surface only after records already exist, leaving hours of manual cleanup.
One import screen handles customer invoices, vendor bills, credit notes, debit notes and payments from CSV or Excel. Every row is matched and validated first, staged for review with per-row status — you see exactly what will be created, fix what's wrong, and only then commit.
Everything a migration needs
Every capability below is implemented in the module.
One tool, every document type
Import customer invoices, vendor bills, credit notes, debit notes and payments from a single screen and file format.
Guided column mapping
Column headers are auto-suggested to the right field, with a sample value shown per column so mapping is never a guessing game.
Dry-run preview before you commit
Every row is scored matched, warning, error or skipped before any document is created, so surprises never make it past the preview.
Flexible partner & product matching
Match partners by name or reference and products by name, reference or barcode, with optional auto-creation of missing records.
Product or GL-account lines
Post lines against a product master or code them straight to a chart-of-accounts account — choose the strategy per import.
Invoice-number control
Keep the invoice numbers from your source file or assign an Odoo sequence, with duplicates handled by skipping, renumbering, or linking to the existing document.
Combined invoice + payment import
Register a payment alongside its invoice or bill in the same pass, so imported documents reflect true outstanding balances immediately.
Draft or posted on arrival
Land every imported document as a draft for review, or post it immediately — your choice per import run.
Row-level errors & re-queue
Failures point to the exact spreadsheet row and reason. Fix the source file and re-run only the rows that failed.
How it works
Upload & map
Pick the document type, upload a CSV or Excel file, and confirm the auto-suggested column mapping.
Set options
Choose numbering, duplicate handling, target status, line strategy and auto-create rules for partners and products.
Preview & fix
Review every row's match status and resolve warnings or errors before anything is created.
Import
Commit the matched rows as draft or posted documents, then re-queue only the rows that failed.
See it in action
From upload to a fully validated, posted document.
Every import run in one list — previewed, imported and draft jobs at a glance.
Options tab: source and target status, live row/matched/to-create/ warning/error counters, and parsing behaviour.
Guided header-to-field mapping with an auto-suggested target field and a sample value per column.
Dry-run preview: matched rows in green, rows that will auto-create a partner or product flagged as warnings, and problem rows called out as errors or duplicates before anything imports.
Open any staged row to inspect its lines, with a match badge on each product, account and tax.
A completed vendor-bill run: every row imported, ready to open the created bills directly from the import.
Standalone payment imports get the same preview treatment, with partner matches confirmed before posting.
Frequently asked
Which document types can I import?
Customer invoices, vendor bills, customer and vendor credit notes, debit notes, and standalone customer/vendor payments, all from CSV or Excel (.xlsx) files.
What happens if a partner or product doesn't exist yet?
The row is flagged as a warning in the preview. Turn on auto-create for partners or products and the missing record is created during import; leave it off and the row is treated as an error instead.
Can I keep the invoice numbers from my old system?
Yes. Choose "Keep number from file" to preserve legacy numbering, or "Use Odoo sequence" to renumber. If a number from the file already exists, choose to skip the row, renumber it, or link it to the existing document.
Can I fix errors and re-import only the failed rows?
Yes. Each failed row reports its source row number and the specific reason it failed. Correct the source file and re-run the import — only rows still needing action are re-queued.
Get in Touch
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Batch-import customer invoices, vendor bills, credit notes, debit notes and payments from CSV/Excel with guided mapping, dry-run validation and per-row error reporting — all from a single Odoo screen.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 1141 |
| Technical Name |
cerevantix_import_invoices |
| License | OPL-1 |
| Website | https://cerevantix.com |
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