Importing Cash Invoices into Wafeq

When managing a company with a large number of cash invoices, manually entering each one can be time-consuming and inefficient, especially during the initial system setup or when migrating data from another system.

That’s why Wafeq offers a cash invoices import feature, allowing you to upload all invoice data at once from an Excel or CSV file, without the need to add each invoice one by one.

This guide walks you through the process step by step, showing you how to import cash invoices into your Wafeq account.

The template is downloaded automatically, and you can either fill in the data directly or adjust your existing file to match the format, structure, and required fields of the template.

 

To match your file data with the fields in Wafeq:

• The left column: "Column name in Wafeq" which shows the fields available in Wafeq. To enable importing a specific field, click the button next to it.
• The right column: "Column name in your file" which displays the column headers from your Excel or CSV file. From each dropdown, select the column that matches the corresponding Wafeq field. Each Wafeq field will be mapped to its matching column in your file.

Once the mapping is complete, the imported data will appear on the right side of the screen.
Review the entries, make any necessary edits, then click “Save” to finalize the import.