Import invoice data into Pastel partner 14

Collapse
X
 
  • Time
  • Show
Clear All
new posts
  • Greigw
    New Member
    • Sep 2016
    • 8

    #1

    [Question] 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
  • Neville Bailey
    Diamond Member

    • Nov 2010
    • 2786

    #2
    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
    Neville Bailey - Sage Pastel Accounting Consultant
    www.accountingsoftwaresupport.co.za
    neville@accountingsoftwaresupport.co.za
    IronTree Online Solutions

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

    Comment

    • Greigw
      New Member
      • Sep 2016
      • 8

      #3
      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

      Comment

      Working...