New to Peakflo?
How to mass upload working files?
Do you want to mass-upload working files and link them to the right invoices?
Our team can definitely help you with that! Just follow the steps below:
- Create a Google Drive folder.
- Upload your files with the following structure: /<customer id>_<invoice number>/<filename>.<fileextension>
⇒ To find the customer ID, go to Customers and click on a customer name and go to the details.
⇒ To find the invoice number, go to Invoices and click on a specific invoice. Copy the invoice number from the top.
⇒ For the file extension, we only support Microsoft Excel or Doc uploads. Any file uploads with Google Docs or Sheet format will not be supported.
- Share the link with email@example.com. Please make sure that the shareable link is accessible for us to edit.
- The process will take 30-60 mins, so sit down and relax!