Pastel General Ledger importing

[osbert]

Please help, how do i import new general ledger accounts from an excel spread sheet

[Neville Bailey]

You need to save the Excel file in CSV format, in a specific layout.

I have attached the layout requirements.

Once you have created your CSV file, go to Pastel and then select File...Export/Import and then, from the drop-down menu, select "Import General Ledger Accounts" and then browse to your CSV file.

Note that you can only import GL accounts if your Pastel database does not have any existing GL accounts.

[osbert]

Thanks Neville so much. i get the trick i was importing into a database with general ledger accounts already existing. is there hope that one day we will be able to import even when accounts are already existing on the d base ?

[Neville Bailey]

is there hope that one day we will be able to import even when accounts are already existing on the d base ?

I'm afraid I can't answer that question for you, as much as I would like to.

[mullerot]

I get the following errors when trying to import from Excel to Pastel14.

I'm afraid I can't answer that question for you, as much as I would like to.

Hi Neville,

I get the following errors when trying to import from Excel to Pastel14. Line 1 period should be 1-13, I have a 1 in that column?

It also complains about the date

Do you see any obvious mistake in layout?

Thanks

Otto

[Neville Bailey]

Hi Neville,

I get the following errors when trying to import from Excel to Pastel14. Line 1 period should be 1-13, I have a 1 in that column?

It also complains about the date

Do you see any obvious mistake in layout?

Thanks

Otto

Hi Otto,

The layout of the file seems fine.

However, you cannot import a regular Excel file with the file extension *.xlsx. Save the file as a CSV file, and then you should be able to import the file successfully.

[Azhar]

Hi, does anyone have an excel template/example of the above, I cant seem to import my file without receiving errors.

[Azhar]

For importing the general ledgers accounts, not the cash book.

[mullerot]

Impoting Credit Card Payments into Pastel

Hi Otto,

The layout of the file seems fine.

However, you cannot import a regular Excel file with the file extension *.xlsx. Save the file as a CSV file, and then you should be able to import the file successfully.

Hi Neville,

I want to import Credit Card payments into Pastel, is the CSV file format the same as for Cashbook Csv File.

I getting all kinds of errors. Please help

Thanks

Otto