Importing/Exporting recurring profiles
To import your recurring profiles into Zoho Invoice, follow the steps below-
- Click on the “Invoices” tab.
- Click on the "All Profiles" link on the left.
- Now click on the “Import Recurring Profiles” link on the right side.
- The above action will take you to the “Import Recurring Profiles” page. This page lists the various options for importing recurring profiles into the system.
- Now click on the “Import” link of the format using which you want to import recurring profiles .
- Clicking on the “Import” link will bring up a text field and a “Browse” button. Use this button to specify the data file.
That’s it! All the data from the data file will be imported into Zoho Invoice.
To export recurring profiles from Zoho Invoice, follow the steps below-
- Click on the “Invoices” tab.
- Click on the "All Profiles" link on the left.
- Now click on the “Export Recurring Profiles” link on the right side.
- The above action will take you to the “Export Recurring Profiles” page. This page lists the various options for exporting recurring profiles from the system.
- Now click on the “Download” link of the format via which you want to export your recurring profiles.
- Clicking on the “Download” link will prompt you to save or open the file. You can save the data by specifying a name for the file or open it for further manipulation.
- Alternatively you can click on the “View” link, which will open the data in “Zoho Sheet”. This will facilitate viewing and editing the data in bulk.
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