Recurring invoices can be created or updated in Qvinci RoyaltyHub using a CSV import. This feature can help you quickly set up new recurring invoices or make bulk updates, such as price changes, without editing each invoice one at a time.

Note: This feature may require additional setup or fees. If you do not see the import option in your account, please contact your Qvinci support representative.

- Import Options -

From the Recurring Invoices screen, select Import in the top-right corner. You will see three options for importing recurring invoice data:

• Blank CSV: Use this template to create new recurring invoices or manually enter recurring invoice details.
• Existing Recurring Invoices CSV: Export current recurring invoices, make updates in the file, and re-import the file.

• Existing Invoices CSV: Start from invoice history and use existing invoice data to create or update recurring invoice records.

   

• Blank CSV

The Blank CSV template includes the available columns that can be used when creating or updating recurring invoices. Not every column is required. If a column does not apply to your import, you can remove it from the file before uploading.

Some fields must match existing data in Qvinci RoyaltyHub, such as the line item or product/service connected to QuickBooks or Xero. If an item does not already exist or does not match correctly, the import may require manual correction before it can be completed.

• Existing Recurring Invoices CSV

Use the Existing Recurring Invoices CSV option when you need to update recurring invoices that already exist in Qvinci RoyaltyHub. After choosing this option, you can return to the Recurring Invoices screen, filter the invoices you want to update, and download the CSV file.

After downloading the file, make the required changes, save the CSV, and return to the Import tool to choose and upload the updated file.

• Existing Invoices CSV

The Existing Invoices CSV option opens the Invoice History report. From there, you can filter the report or download the available invoice data, then select the option to download the Recurring Invoice Importer CSV template.

Once the CSV file is created, update the fields needed for your recurring invoices. For example, you can update the line rate column to change pricing for items on a recurring invoice.

Editing the CSV File

When editing CSV files in Excel, review your Excel settings to help prevent the file from automatically changing values such as dates, numbers, or formatting. This helps reduce import errors.

• To add a new line item to an existing recurring invoice, add a new row and include the recurring invoice ID in that row.
• To remove a line item from a recurring invoice, remove the row from the spreadsheet before importing.
• To delete an entire recurring invoice, update the final column for that invoice row to Delete.
• To create a new recurring invoice, leave the recurring invoice ID column blank.

Import the CSV File

1. In Qvinci RoyaltyHub, go to the Recurring Invoices screen.
2. Select Import Recurring Invoices in the top-right corner.
3. Choose the saved CSV file from your computer.
4. Select Upload.
5. Review the pre-processing results for errors or required corrections.

After the file is uploaded, Qvinci RoyaltyHub will run a pre-processing check. If errors are found, review the listed issues, update the CSV file as needed, and upload the corrected file again.

**Need Help?**

If you are unsure which CSV option to use, or if you receive errors during import, please contact Qvinci Support for assistance before making additional changes.