Step by Step: Guide for Bulk Upload Information – Version 4.4 – ioFacturo Costa Rica

On this screen, you will be able to:

• Download the blank template (Descargar Plantilla) to complete it manually.
• Download the template (Descargar Plantilla) with an example illustrating how it should be completed.
• Upload the template containing the company’s customer data. To do so, select the “Choose File” (Seleccionar archivo) option and then click the “Upload” (Cargar) button.

Notes:

• If any data contains an error, no customer records will be uploaded.
• If a customer that already exists in the system is included in the file, the customer’s information will be updated with the data provided in the file.

2. Bulk Upload of Products:

a. Upon logging into ioFacturo CR 4.4., select the option “Settings – Products.” (Configuración - Productos) 

b. After selecting this option, choose “Bulk Upload” (Carga Masiva) on the next screen. 

c. When the “Bulk Upload” (Carga Masiva) option is selected, the following screen will be displayed:

On this screen, you will be able to:

• Download the blank template (Descargar Plantilla) to complete it manually.
• Download the template (Descargar Plantilla) with an example illustrating how it should be completed.
• Upload the template containing the company’s products data. To do so, select the “Choose File” (Seleccionar archivo) option and then click the “Upload” (Cargar) button.

Notes:

• If any data contains an error, no products can be uploaded.

• If information for a product that already exists in the system is uploaded, its data will be updated with the information contained in the file.