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Overview

Manual import lets you upload a file from the dashboard without connecting your business software through the API or SFTP. It is a good option for trying GetBill, starting with a limited portfolio, or managing occasional updates in Excel. You can then keep receivables current in the same way: retain their stable references, update amounts or statuses in your file, then import it again.
Manual import accepts Excel, CSV, and JSON. Excel is the simplest format for getting started and reviewing data before importing it.

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Download the Excel files

Invoice import template

One current balance per invoice, identified by its invoice reference.

Account-balance import template

One current balance per debtor or account, identified by its internal ID.

Excel export example

An example of information available in a GetBill export: amounts, statuses, follow-ups, and payment plans.
The template is also available in the first step of the import modal in the dashboard. Exports are available from the dashboard based on the filters applied to your portfolio.

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Import a file

  1. Open the dashboard, then open the receivables import.
  2. Download the Excel template and fill in one row per receivable.
  3. Review the GetBill preview, select a collection timeline and, where needed, a campaign.
  4. Confirm the import.
For an existing receivable, retain its stable reference. Use Invoice reference for an invoice or Internal ID for a debtor or account balance. A different reference creates a new receivable instead of updating the existing one. Amount always means the current unpaid balance, not the invoice’s historical amount. The Status column is optional. When it is blank, GetBill applies the default En cours status to a new receivable and preserves the current status of an existing receivable.

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Re-import to update the same scope

Every valid row present in the file is processed. Its effect depends on its balance, status, and the receivable found through its stable reference.

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Receivable present in the file

Keep the same Invoice reference or Internal ID to find a receivable. A different reference creates a separate receivable. The Status column is optional for both a first import and a re-import. When it is blank, GetBill applies En cours to a new receivable and preserves the status of an updated receivable. The balance rules below apply in both cases. A closing status, such as Paid, Failed, Archived, or Resolved, never creates a new receivable. Manual takeover does not create a new collection episode either.

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Receivable absent from the file

Without a campaign, or with a campaign using incremental updates (status_sync), an absent receivable remains unchanged. With a campaign using authoritative synchronization (full_sync), the default mode when creating a campaign, every successfully processed file represents the complete active scope. An absent receivable is treated as settled outside GetBill. A row skipped during validation is not applied, so its receivable can be treated as absent. Resolve every error and skipped row before confirming a full_sync import.
Use full_sync only with a complete file. A partial file can settle receivables outside GetBill simply because they were omitted.

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Choose a campaign

You can re-import without a campaign for occasional tracking or a trial phase. Create or select a campaign to group multiple imports within the same scope and track their results over time. Incremental updates (status_sync) work well for files containing only changed receivables, for example after a payment has been recorded in your business software.

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Move to an automated integration

When updates become frequent, you can retain the same stable-reference and synchronization principles by moving to the API or SFTP integration.