Using the import function is a fast and easy way to transfer customers from any external system into ReceivablesPro. With a few simple steps you can transfer any customer database, including company, name, billing address, shipping address, email, phone contacts, and even bank accounts and credit card accounts to ReceivablesPro where all data is securely stored and available for invoicing and payment processing.
Imports in ReceivablesPro require that you create an import file based on import type specifications, and then upload that file into ReceivablesPro and map your fields to system fields. Detailed field requirements for customer imports, as well as all ReceivablesPro imports, can be found in Appendix C: Import Requirements.
This section covers how to import customer batches. For more information on the ReceivablesPro Import Center, and batch status and error reporting, see Import Center in Chapter 8.
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Currently ReceivablesPro supports only U.S. and Canadian addresses. You cannot import customers with addresses in any other country. However, you can import a Customer without including an address. |
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Be sure to prepare your import batch file properly. See the Customer Import Requirements section in Appendix for detailed requirements and field parameters for Customer import batches. |
The following are the basic steps to take when importing a customer batch into ReceivablesPro.
Create your Customer import file.
Upload the file into ReceivablesPro on the Settings--> Import Center screen.
Map fields from your file to ReceivablesPro system fields.
Review your field mapping.
Submit the Customer import file for processing.
View the results of the import.
The following sections walk you through all of these steps. You can click on the Next links, located at the bottom of each screen, to read through the entire section. Or click one of the links below to jump to a particular area of interest.
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