This guide covers importing invoices in bulk using the official Tyms Excel template: downloading the template, preparing invoice data, uploading the file, and reviewing the imported records before completing the import.
Ways to Import Bulk Invoices
Tyms provides two ways to import invoices in bulk.
Option 1: Import with Ask Adam
For users switching from another accounting system, or who already have invoice data in Excel, CSV, PDF, or image format, Ask Adam can read the file, extract the invoice information, and populate the Invoice table for review before importing. See How to Import Multiple Invoice RecordsOption 2: Import Using the Excel Template
This guide covers this option.
Step 1: Navigate to the Invoices Page
Log in to the Tyms account.
From the top navigation bar, click More.
Hover over Revenue .
Select Invoices .
This opens the Invoices page.
Step 2: Open the Import Window
Click Create Invoices .
Select Import Excel from the dropdown.
The Import Invoice from Excel window opens.
Step 3: Download the Template
Click Download template (XLSX) to download the official Tyms invoice template, then open the downloaded file and enter invoice data using the required format.
Supported file formats: CSV, XLS, XLSX
Maximum file size: 20 MB
Maximum rows: 500
Step 4: Complete the Template
Invoice data must be entered under the correct columns.
Required fields
date: Date the invoice was created. Example: 2025-01-10
item_name: Invoice line item. Example: Consulting Service
item_price: Price per unit. Example: 15,000
item_quantity: Quantity sold. Example: 2
category: Income account from the Chart of Accounts; must exactly match an existing account name or account code. Example: Service Revenue
currency: Currency code. Example: NGN
amount_paid: Amount received. Example: 30,500
Important
Category and Payment Account must exactly match an account name or account code in the Chart of Accounts.
Contact Name, Project, Branch, Department, and Employee must match existing records in Tyms.
If a contact does not exist, Tyms creates it automatically.
Grouping multiple line items: rows sharing the same Document Number are grouped by Tyms into one invoice with multiple line items.
Step 5: Upload the File
Return to the Import Invoice from Excel window.
Under File, click Select file, or drag and drop the completed spreadsheet ⑦.
Click Analyze.
Tyms validates the file and prepares it for import.
Step 6: Review and Confirm
The Review and Confirm Import page displays:
the number of AI credits the import will consume
all invoices extracted from the spreadsheet
customer details
line items
payment information
any validation errors requiring correction
Review the imported data carefully to ensure accuracy, then click Import at the bottom right to complete the process.