Import Transactions from CSV
The Import Transaction from CSV screen can be used to import Sales Order, Invoice, Prepayment and Overpayment transactions from a csv file. Use a csv file with correct format to make it valid for this importing process. Use this csv template. Note that the asterisked columns are required details.
Mapping of CSV fields to Invoice/Sales Order
CSV Column | Transaction Field | Notes |
|---|---|---|
Invoice Number | Comments |
|
Transaction Type |
| Enter the transaction type such as Sales Order, Invoice, Prepayment, or Overpayment. |
Customer # | Customer | Enter the Customer Entity No. |
Location Name | Location | Enter the Company Location Name |
Terms | Terms | Enter the Terms name. If left blank, the system will get the customer's default terms. |
Freight Term | Freight Term | Enter the Freight Terms name. |
Ship Via | Ship Via | Enter the Ship Via name. |
Salesperson # | Salesperson | Enter the Salesperson Entity No. |
BOL # | BOL Number |
|
PO # | PO Number |
|
Comment | Item Description (grid area) |
|
Tax Group | Tax Group (grid area) | Enter the Tax Group name. |
Invoice Date | Invoice Date |
|
Due Date | Due Date | If left blank, system will recompute based on Invoice Date and Terms. |
Post Date | Post Date | If a value is provided, the generated Invoice will be posted. If left blank, system will use the Invoice Date. |
Ship Date | Ship Date |
|
Invoice Subtotal | Subtotal (footer area) |
|
Tax | Tax (grid area) |
|
Invoice Total | Total (footer area) |
|
Discount Amount | Discount (grid area) |
|
Amount Due |
|
|
Payment |
|
|