Chapter3 short sections

Imports & integrations

Spreadsheets, accounting connections and source evidence

Part 1

Bring in a spreadsheet, then review it

Use Invoices → Import spreadsheet to map your file's columns, review the proposed rows and resolve validation issues before import. Confirm the contract direction so customer invoices and supplier bills land on the correct side of the register.

The invoice register's Export menu lets you take records back out. Check the active search, view and direction before exporting. Importing a row does not establish that an invoice was delivered or received.

Open invoices

Part 2

Connect QuickBooks, Xero or Procore

Manage enabled connections in Settings → Integrations. Check the connected company, import scope, date range and sync state before bringing records into the workspace.

If both accounting ledgers are connected, follow the reconciliation workflow before treating entries as separate business transactions. Source labels on invoices identify where a record came from. Disconnecting stops the connection; it does not remove the records already imported.

Open integrations

Part 3

Review unresolved balances and source evidence

A source's paid label does not always provide enough evidence to verify settlement in Tiercord. Open records marked Needs review, compare the invoice and payment evidence, and resolve discrepancies through the connected ledger's review controls.

Outstanding and partially paid views can exclude unverified balances. The register identifies those exclusions and links back to all invoices so you can review them. Avoid adding a second payment simply to make an imported status agree.

Review invoices

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