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Thread: Pastel Xpress V11 CSV file layout to import Invoices

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    Pastel Xpress V11 CSV file layout to import Invoices

    Hi

    We work on a system that generates invoices as we load bookings and receive bookings for our services through different portals. There is a feature to export a CSV file to import into Pastel Partner to upload all the invoices and relevant data. However no one seems to know the layout for the CSV file for import into Xpress.

    Is there any one that can assist with the correct lay out?

    Regards,
    Braam

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    Cool Customer / Supplier CSV import template layout.

    Hi Braam

    I got this form the Help section of Pastel Partner. There will probably be a similar setup in your Xpress Help Section

    Click image for larger version. 

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    Basically it is two lines of information (unless you are invoicing multiple lines)

    So example of a first line with be

    Header,,,,AAA001,3,01/01/2016,OrderNumber2,Y,0,Please Pay Bank, Bank Number, Pay Us Now, Number 1, Strand Street, Province, Code,,SALEC,0,31/01/2016,031 111 1111, 031 111 1114, Mr Braam,0,No Freight, No Ship,,

    Second line would be

    Detail, 13.44, 3, 15.00, etc etc

    Hope that helped

    Kind Regards

    Dale

    Our company creates EXCEL VBA Templates if you want to create a easier input section

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