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Thread: Import invoice data into Pastel partner 14

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    Import invoice data into Pastel partner 14

    Hi all
    Does anyone have a specification of what must be included and a 'how to' import invoice data into Pastel partner? I have order information being collected in a spreadsheet every day which I would like to import into Pastel so that invoices can be generated by Pastel without having to manually create individual invoices in Pastel one at a time.
    All help will be appreciated
    Many thanks
    G

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    Platinum Member Neville Bailey's Avatar
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    I have attached an extract from the Help file, which outlines the CSV file requirements.

    I suggest that you also create a sample invoice manually in Pastel and then export it as a CSV file, so that you have an actual example of a the CSV file layout.
    Attached Files Attached Files
    Neville Bailey - Pastel Accounting Consultant and Photographer
    neville@accountingsoftwaresupport.co.za
    www.accountingsoftwaresupport.co.za
    View Neville Bailey Photography

    "Give every person more in use value than you take from them in cash value."
    WALLACE WATTLES (1860-1911)

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    Many thanks Neville!
    I will follow your advice and do just that. I will let you know how I go. Seems weird that for example in the header all details of the customer are required and not just the customer code. Same in the detail regarding individual inventory items i. e. code and description.
    Thanks again
    G

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