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Importing Items

The following is an explanation of each of the fields you can provide when importing Items.

Field Name Required? Maximum length Description Accepted Values Additional Information
Active? No N/A Denotes if this Item is active or inactive. Active
Inactive
Requires an exact match with one of the accepted values.
All records are automatically set to Active when created; they cannot be created and set to inactive in the same import.
Name* YES 100 characters The name of this Item.    
Type* YES N/A Denotes if this Item is a product, service or other categories typically set by the accounting system. unknown
service
inventory
nonInventory
payment
discount
salesTax
subtotal
otherCharge
inventoryAssembly
group
salesTaxGroup
fixedAsset
Requires an exact match with one of the accepted values.
Only items with type: Sales Tax can be used as a Sales Tax on an invoice.
Items with type: Discount always invert the sign of their price/rate or percentage.
Unknown = Unknown
service = Service
inventory = Inventory
nonInventory = Product (Non-inventory)
payment = Payment
discount = Discount
salesTax = Sales Tax
subtotal = Subtotal
otherCharge = Other Charge
inventoryAssembly = Inventory Assembly
group = Group
salesTaxGroup = Sales Tax Group
fixedAsset = Fixed Asset
Description No 4000 characters The description of this Item.    
Price/Rate No N/A The price of one unit of this Item.   Must be in the range of -9999999 to 9999999.
Does not support fractions of cents.
If this is left blank, it will appear as blank; this is treated as $0.00.
Accepts values with or without a $.
Any value imported using this field is converted to static currency (no percentages).
This field, if used, always overrides the percentage field, except for Items of type: Sales Tax.
Percentage Only if item type is Sales Tax. N/A The percentage value of this item.   Accepts values with or without a %.
Supports up to five decimal places.
The price/rate field, if used, always overrides this field.
This field is required for Items of type: Sales Tax.
Subitem of No 100 characters The name of this Item's parent.   Requires an exact match with the desired Item's name.
The desired Item must be active in Bill.com, or created during the same import.
Expense Account Name No 250 characters The name of the account that this Item is coded to when used on bills / purchases in your accounting system.   Requires an exact match with the desired Account's name.
The desired Account must be active in Bill.com, or created during the same import.
Both account name and account number (if used) must be provided.
Expense Account Number No 40 characters The account number of the account that this Item is coded to when used on bills / purchases in your accounting system.   Requires an exact match with the desired Account's account number.
The desired Account must be active in Bill.com, or created during the same import.
Both account number (if used) and account name must be provided.
Purchase Description No 4000 characters The description of this Item when used on bills / purchases in your accounting system.    
Purchase Cost No N/A The cost of purchasing this Item; primarily used in accounting systems.   Must be in the range of -9999999 to 9999999.
Does not support fractions of cents.
If this is left blank, it will appear as blank; this is treated as $0.00.
Accepts values with or without a $; negative values must omit the $.
Account Name No 250 characters The name of the account that this Item is coded to when used on invoices / sales.   Requires an exact match with the desired Account's name.
The desired Account must be active in Bill.com, or created during the same import.
Both account name and account number (if used) must be provided.
Account Number No 40 characters The account number of the account that this Item is coded to when used on invoices / sales.   Requires an exact match with the desired Account's account number.
The desired Account must be active in Bill.com, or created during the same import.
Both account number (if used) and account name must be provided.
Taxable? No N/A Denotes if this Item defaults to taxable on your invoices / sales. No
Yes
Requires an exact match with one of the accepted values.
Item Id Yes 20 characters An alternative identifer for this Item defined by you and/or a third-party system.   Key field. Requires an exact match with the desired Vendor's name (for updating).

 

 

 

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