Each ReceivablesPro Import type has different field requirements. The import file must adhere to the following rules:
Must be
in .csv or pipe-delimited text format.
NOTE: To convert an Excel file into .csv
format, use the “save as” function and select “csv” as the file type.
For best results, all fields, even those containing numbers and dates, should be formatted as “text.”
Must not contain anything but text. (Merge field code, SQL code, javascript, etc., even if in an unmapped field, will cause the file to be rejected.)
Must contain values for all required fields, based on Import type.
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When
entering credit card and bank account numbers it is critical that
you format the field as “text.” These numbers can easily become
corrupted if not entered as a text value. To do this in Excel, enter a ‘prior to the card value. For example, enter ‘5454545454545454 when entering a MasterCard with a number of 5454545454545454. |
See Appendix C: Import Requirements for details on the requirements for each Import type.
