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Thread: Pastel 18 Invoice import

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    Pastel 18 Invoice import

    I have created several hundred invoices in Excel using the Header/Detail layout that I got from Pastel.
    Exported it as a csv file.
    And then imported it into Pastel.
    Pastel tells me that x invoices have been successfully imported.
    BUT - the amounts are all blank.
    I am sure I have done something silly but cannot figure it out.

    Please can someone have a look and tell me what I have done wrong.
    sample.csv sample.csv

    Regards
    Paul

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    Diamond Member Neville Bailey's Avatar
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    Hi Paul,

    I've had a look at your sample.csv file.

    In the Header lines, insert 1 in column Y and in the Detail lines, insert 001 in column N.

    Let me know if that helps - everything else seems to be in order.
    Neville Bailey - Sage Pastel Accounting Consultant
    neville@accountingsoftwaresupport.co.za
    www.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)

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    Morning Neville,

    Thanks for the reply.

    I tried exporting an invoice and then had a look at the csv file and the only difference I could find was the 1 in column y.

    Anyway I have added the 1 to column y and a "001" to column N but the amounts are still zero.

    Here is the csv file
    sample.csv

    And the tax invoice summary listing.
    Customer Listing test.PDF

    Pastel help isn't much help - they just sent "Import/Export File Layout for Customer and Supplier Documents" from their knowledge base. Same as the one I had.
    https://za-kb.sage.com/portal/app/po...fromemail=true

    Regards
    Paul

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    Diamond Member Neville Bailey's Avatar
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    Hi Paul,

    I've figured out where the problem is.

    You need to insert a space in the Header lines, in columns Z, AA and AC.
    Neville Bailey - Sage Pastel Accounting Consultant
    neville@accountingsoftwaresupport.co.za
    www.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)

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    That is crazy - those fields are not even on the official file layout?
    How did you find that out?

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    Neville,

    That seems to work. I have left out the 1 in column Y and 001 in column N. Just added the spaces in the three columns.

    I say seems because I have imported and deleted so many batches now I will have to wait for the wife to restore the backup, and import again and then see if she is happy.
    She is the accountant - I am the IT support!

    I will let you know the verdict when she gets home.

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    Hi Neville,

    Eventually she got around to it and it worked perfectly. Thank you.
    How did you work that out? There is nothing in the Pastel documentation and I am sure even their telephone consultants do not have a clue.

    Thanks again
    Paul

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    Ahhh - I understand now.
    Invoice Message is 3 columns and Delivery address is 5 - which makes Z=Freight Method, AA=Ship Deliver and AC=email status.

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