How do i link invoices to companies?

Good morning guys, I have a small situation,
we just finish importing about 115.000 companies and invoices from Bitrix and I wanna ask you how do I connect them together(invoices and companies), how do i link them together?
So basically when i click one of the companies will show me everything(deals, quotes and accounts)
Any ideas?

Hi valentinmic,

you can relate the invoice during the import using “account name” or “account id” if you have one of this info in your invoices file.

After import… the solution could be a “script” to relate accounts and invoice…

And how I’m gonna do that “script”?

You have to do a little “software” that read accounts and invoices from some different sources (suitecrm, external db, csv file, excell file, …) and writes the relationship between account and invoices inside suitecrm db… it’s a work for a developer

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You have imported 115,000 companies - how? csv?

I would do what roberto@devila.net stated

  1. Import all companies by csv

  2. import all invoices by csv

Add a column with “Account Name” Or “Account ID”

This will link the Invoice to the company on import

if you have accounts name in the invoices csv file, you can do it :wink:

Remember: first import accounts

Good morning guys, yes CSV format and then import them in Suite CRM