Who This Is For / When to Use
This article is for users who:
Are migrating from another billing system
Have historical invoices stored in spreadsheets or external platforms
Need to bulk import invoices into an existing Kyrios account
What the CSV Invoice Import Does
The CSV Invoice Import allows you to upload multiple invoices at once using a structured CSV file.
It supports:
Invoice creation in bulk
Date field mapping (issue date, due date)
Tax rate mapping
Import result reporting via email
Key Features
Bulk CSV Import: Upload multiple invoices in one action
Field Mapping: Match CSV columns to Kyrios invoice fields
Tax Mapping: Apply existing Kyrios tax rates to imported invoices
Email Import Summary: Receive a CSV report showing successes and failures
Step 1: Navigate to the Invoice Import Tool
Go to Payments
Select Invoices & Estimates
Open All Invoices
Click + New (top-right)
Select Import Invoices using CSV
Step 2: Download and Prepare the CSV File
Download the sample CSV template from the import screen
Populate the CSV with your invoice data
Your CSV should include required fields such as:
Invoice number
Issue date
Due date
Customer details
Line items
Tax references
Step 3: Upload and Map CSV Fields
Upload your completed CSV file
Map CSV columns to Kyrios invoice fields
Date Field Mapping
Ensure issue date and due date columns are mapped correctly
Tax Mapping
Tax values in the CSV must match existing tax rates in Kyrios
Taxes must already be created under Settings > Taxes
Step 4: Start the Import
Review your field mappings
Click Start Import
When complete:
A green confirmation banner appears
The import process runs automatically
Step 5: Review the Import Summary
After the import finishes:
You receive an email summary
A CSV attachment lists:
Successfully imported invoices
Failed invoices with error reasons
Important Behavior Notes
Automated Reminders
Imported invoices do not trigger automated reminder emails or texts
Only invoices created natively after the import use reminders
Late Fees and Tips
Imported invoices follow global late fee and tip settings
These settings can be adjusted per invoice after import
Importing Invoices from Multiple Sources
You can repeat the CSV import process as many times as needed.
This allows you to:
Import invoices from different platforms
Consolidate all historical invoices into one Kyrios account
Data Validation and Errors
Before importing:
Ensure required fields are present
Confirm date formats are valid
Verify tax names match configured taxes
If errors exist:
The import report explains exactly what failed and why
FAQ
Can I import invoices from any platform?
Yes. Any system or tool that exports invoices as a CSV file is supported.
What happens if tax values don’t match?
You must map CSV tax columns to tax rates already configured in Kyrios. Unmatched taxes cause import failures.
Will imported invoices send reminder emails automatically?
No. Imported invoices do not trigger automated reminders.
How do I know which invoices failed?
You receive an email with a CSV file showing failed invoices and the specific error for each one.
Can I edit invoices after import?
Yes. Imported invoices can be edited just like manually created invoices.
Do late fees and tips apply retroactively?
Yes. Imported invoices follow global settings, but you can disable late fees or tips per invoice.
How can I ensure my CSV is formatted correctly?
Always use the provided sample CSV template to ensure correct column structure and required fields.