Manual data import
Manually invoiced customer data from outside OpenPay can be synced into OpenPay, giving you a unified view of your business analytics.
Head to your Settings > Analytics settings to access the CSV upload portal and download the CSV template to use.
CSV format guide
Required fields
|
Field |
Definition |
|---|---|
|
Invoice ID |
Unique identifier for the invoice |
|
Customer Email |
Billing contact email address |
|
First Name |
Customer first name (billing contact first name) |
|
Currency |
Three-letter currency code |
|
Product Name |
Name of the product or service |
|
Total Amount |
Total invoice amount |
|
Period Start |
Service period start date (YYYY-MM-DD) |
Optional fields
|
Field |
Definition |
|
Business Name |
Full business name (defaults to the Account’s business name) |
|
Subscription ID |
Links invoice to a subscription (leave empty for one-time charges) |
|
Last Name |
Customer last name (billing contact last name) |
|
Address Line 1/2/3 |
Customer billing address components |
|
Zip Code |
Postal/Zip code |
|
Country |
Two-letter country code (e.g., US, GB, etc.) |
|
Period End |
Service period end date (YYYY-MM-DD). Leave blank if subscription is still active. |
|
Billing Interval |
Day, week, month, or year (required if subscription ID is provided) |
|
Billing Interval Count |
Number of intervals (e.g., 3 “month billing interval” for quarterly) |
|
Quantity |
Item quantity (defaults to 1) |
|
Tax Amount |
Tax amount |
|
Discount Name |
Name of the Discount |
|
Discount Amount |
Discount amount in cents |
|
Promo Code |
Promo code associated with the Discount |
|
Paid At |
Payment date (YYYY-MM-DD) - if the last/most recent invoice is unpaid, leave empty to generate an OPEN invoice |
|
Trial Start/End |
Trial period dates for subscriptions |
Important notes
-
All amounts should be positive
-
All dates should be in YYYY-MM-DD format
-
Each invoice can only have one line item (one product per invoice)
-
Assuming subscription is considered active (period end or cancelled at are null), all historical invoices from period start to current date will be generated and automatically marked as paid
If providing subscription ID, you must also provide billing interval and billing interval count
-
Leave Paid At empty for unpaid invoices or future invoices
-
Importing Refunds is not supported