---
title: "Import CSV Invoice Headers"
canonical: "https://kb.myframeworks.com.au/space/FRAM/28403902/Import%20CSV%20Invoice%20Headers"
format: markdown
---
# Overview

The importing of invoice header's function allows you to schedule the import of a CSV file with just the invoice header information. This has been designed to help streamline the time it takes to enter supplier invoices into [Stock Invoice Approval](https://kb.myframeworks.com.au/space/FRAM/588054887/Stock+Invoice+Approval).

> ℹ️ An example of the csv layout for this function can be downloaded here: [Invoice header import layout template.csv](https://sterlandsupport.atlassian.net/wiki/download/attachments/28403902/Invoice%20header%20import%20layout%20template.csv?version=1&modificationDate=1732492406141&cacheVersion=1&api=v2) 
> ℹ️ 
> ℹ️ - The following fields are required **Supplier, Invoice Number, Invoice Date, P/O Number, Invoice Amount (ex GST)** and** GST Amount.**

# Importing Invoice Headers

To access the Import CSV Invoice Header, perform the following:

1. Click the **Frameworks Menu** then navigate to **Payables > Scheduled Tasks > Import CSV Invoice Headers **from the navigation tree.
2. On the **Report Criteria** tab, update the following parameters as required:
  - **Company**: Select the company you wish to import the file/s for (if multi-company)
  - **Directory** **to** **Scan**: This will be the directory, for the company selected, that the .CSV files are stored in when downloaded from the server via sftp.
  - **Email Address to** **Notify**: (Optional) Enter an email address for notifications to go to
  - **User to Notify**: Enter a user name - when the scheduled task has run a notification will be sent to the designated user via the Home Page notifications menu.

> ℹ️ Because the scheduled task can be defined by Company you are able to define a different directory to scan for each company. Multiple schedules will need to be created for this.

3. Go to the **Schedule** tab and set the required import schedule parameters (e.g., once only, hourly, daily, weekly).

> ✅ Refer to [Scheduled Task - Scheduling and Output](https://kb.myframeworks.com.au/space/FRAM/543523338/Scheduled+Task+-+Scheduling+and+Output) for more information.

4. Click **Submit** to run the scheduled task. Once complete, the **Output** tab will display a.csv file with a summary of the invoices processed, including any that failed to import.
5. The Imported Creditors Invoice/s header information will be automatically mapped to the correct supplier ID in Frameworks and are now in Stock Invoice Approval ready to begin processing.

# Additional Information

> ✅ Refer to [Stock Invoice Approval](https://kb.myframeworks.com.au/space/FRAM/588054887/Stock+Invoice+Approval) for more information.