Key Points to take care for Bulk Upload of Documents:
-
Serial Number is mandatory, and each invoice must have at least one item entry.
-
For invoices with multiple items, add a separate row for each item.
- All other details like Invoice Serial Number, Totals, Buyer Details, etc., should remain the same across rows for the same invoice.
-
Row Type should be:
'item'
for products or services'charge'
for extras or additional charges
-
Date fields must be in
YYYY-MM-DD
format (e.g., 2025-01-26), or leave them empty. -
Amount fields should contain only numeric values (no currency symbols).
-
RCM (Reverse Charge Mechanism) column accepts only
'TRUE'
or'FALSE'
. -
Item Type must be either
'Product'
or'Service'
. -
To use default notes or terms from your Swipe account:
- Enter
'DEFAULT NOTES'
for notes - Enter
'DEFAULT TERMS'
for terms
- Enter
-
If the address belongs to a country other than India, enter State as
'Other Territory'
. -
All monetary values should be entered in Indian currency (INR).