1) Navigate to the Invoices under the Revenue section and select the ▼ icon next to "Add Invoice"
2) Select the Import from CSV option
3) Download our template
3) Download the template, make a copy, and fill it out
Open the template (File → Make a Copy), fill in your invoice data, then download it as a CSV (File → Download → .csv) when complete.
Use the column reference below when filling in your data:
Required Fields
Field Name | Description | Example |
Source invoice ID | Unique identifier from your source system for tracking the invoice. | INV-2025-00123 |
Issue date | Date the invoice was issued. Recommended format: YYYY-MM-DD. Also supported: YYYY/MM/DD, MMM DD YYYY, MM/DD/YYYY, M/D/YYYY, MM-DD-YYYY, M-D-YYYY, MMM D YYYY | 2025-01-15 |
Due date | Date payment is due. Supports the same date formats as Issue date. | 2025-02-15 |
Customer | Name or ID of the customer being invoiced. If the name doesn't exactly match an existing customer in Puzzle, a new customer will be created. | Acme Corp |
Amount | Total line amount (typically Quantity × Price per unit). | 1500 |
Line item description | Description of goods or services provided. Does not need to match other line items on the same invoice. | Monthly software subscription |
GL Account (Coding) | Account category the line should be coded to, reflecting the nature of the line item (e.g. Subscription revenue, Sales tax, Bank fees). | 6001 |
Optional Fields
Field Name | Description | Example |
Line | Line number within the invoice, used to group related values. If left blank, Puzzle will calculate this based on whether other rows share the same Source invoice ID. | 1 |
Product | Product or service identifier for the item billed. If the product name doesn't exactly match an existing product in Puzzle, a new product will be created. | Acme Tools |
Currency | Currency code in ISO format. If left blank, USD will be assumed. Note: non-USD currencies cannot currently be processed. | USD |
Quantity | Number of units billed. Any valid number. | 3 |
Price per unit | Price per unit of the product or service. Not used to compute the total amount, but when provided, Puzzle will enforce consistency between Amount, Quantity, and Price per unit. | 500 |
Start date inclusive | Start date of the service period (if applicable). Dates are inclusive — e.g. to recognize revenue for all of 2024, enter 2024-01-01 as the start and 2024-12-31 as the end (not 2025-01-01). Supports the same date formats as Issue date. | 2025-01-01 |
End date inclusive | End date of the service period (if applicable). If left blank, assumed to match the Start date, resulting in a single point-in-time performance obligation. Supports the same date formats as Issue date. | 2025-12-31 |
4) Upload the filled out Template and select 'Next'
4) Double check all the rows are validated and hit 'Next' again
If an error occurs, you'll see it listed in this section and it should say why your data couldn't be validated.
4) Select 'Start Import'
5) And you're all set!
Your file should now be successfully imported. You can import more in this screen or close and show the invoices that you imported.
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