NOTE: This is a restricted feature.
Bulk upload is available for:
Items
Sales (aka Invoices) - This includes Credit Notes (and Debit Notes for Zambia and Nigeria)
Customers (aka Parties in Nigeria)
Suppliers (for Reverse Invoicing)
How to upload files
Files uploaded need to be in CSV format. Majority of issues come from the conversion of MS Excel or similar documents. More on that below.
When you navigate to the Items tab of your business, click on Bulk Upload
Next, click on Download template
The template (depending on the tab: Items, Sales, etc.) will have the detailed columns needed. Below is a sample of Items in KRA.
When you fill the data and upload, click Upload CSV and upload the file.
If there are any formatting errors, those will be shown in the user interface. If not, you have a successful upload. Congratulations 🎉.
There is a second layer of validation done in the backend - logical errors (like item stock not being available where applicable)
Template file format
The screenshot below is a bit different from the earlier one. This one is from a Test Nigeria business.
Note: This is a restricted feature. While it's available on Test businesses, there's a limit of upload - only 10 records per upload.
The date of the latest template format update is displayed here.
For any template file downloadable from the DigiTax Dashboard:
The file name is in this format:
tax-authority-type-template-YYYY-MM-DD, specifying the country, type (like invoice, item, etc.) and the latest version date of the template.The file specifies the necessary columns: required and optional columns. The optional columns have a suffix (Optional).
Formatting errors
Failure message: csv file has no records - check that you haven't included sample data
If you upload the sample file as is, you get the following error.
Did you notice the square brackets wrapping the record name?
