Hi,

1. To get the template for importing, first, you can export the data,

2. select the field want to present and export.

3. We get the template and we can edit this template and save

4. Now we click the gear icon and import records.

5. Upload, test and import the file successfully

Hope it helps

From the Invoices section inside the Accounting app in List view you can download a xlsx template through the actions gear icon.

From there you can upload your own data safely.