[Question] pastel partner importing tax invoice from connect2field

[monsoonirrigation]

How do we import invoices from a third part program into pastel partner. Tx

[Farren Maré]

Hi there, you would need the third party app to export the invoice into a csv format file . Pastel requires a particular format that can be found in the help file( search Import/Export File Layouts - Customer / Supplier Documents ) or you can export any open batches you have to get a better idea. It can become a bit difficult to get the header and details sorted out so maybe look at creating an excel workbook where data from third party app can be dumped onto sheet 1, then macros applied to provide the required format on a different sheet. Then save this sheet to csv and import.