HOW-TO

How to import bill records from a CSV into Sage Intacct

Short answer

In Sage Intacct, use the import template for bill records. Fill one row per line, keep the same invoice number on every line of a bill, test with a few rows, then import.

Last checked

Importing bills from a CSV means loading many supplier bills into your accounting system from one spreadsheet instead of typing each one.

Before you start

  • Accounts Payable subscription
  • Bills: List, View, Edit, Add, Post (without Post imports save as drafts)

The Sage Intacct way

Where to find it: Accounts Payable > All > Bills > Import

  1. Go to Accounts Payable > All > Bills and select Import.
  2. Select Download template. Always use a fresh template because it is built from your dimensions and custom fields.
  3. Fill in the template, keep the header names unchanged and save as CSV.
  4. Choose live or historical transactions, set the date format and upload the file.
  5. Fix any errors Intacct lists.

Limits in Sage Intacct

  • Imported bill amounts must be positive.
  • Header titles must match the template or the upload fails.
  • Historical bills are for balances already in your opening balances.

Good to know in Sage Intacct

  • Intacct also has a web services API.

Words Sage Intacct uses

  • Dimension. A tag on a transaction line, such as department, location, project or class. You report by any mix of them.

Common mistakes

  • Changing the header names in the template.
  • Using the historical option for bills that are not already in your opening balances.

More help

Sources

Last checked 2026-10-19. Confidence: confirmed.

Common questions

Do I need a fresh template each time?

Yes. Always download a fresh template because it is built from your dimensions and custom fields.

Why did my upload fail?

Header titles must match the template or the upload fails. Imported bill amounts must also be positive.

Are my imported bills posted?

Only if you have the Post permission. Without Post, imports save as drafts.

Can Pulsify import a CSV of bills?

No. Pulsify reads invoice documents. Forward each invoice to your Pulsify address and approve it.

Pulsify setup guides

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