Types of Import Batches

ReceivablesPro supports four types of imports: Customers, Payments, Recurring Payments and List Items. Each of these import types is outlined below. (See Appendix C: Import Requirements for detailed information on the specific fields supported and required for each import type.)

• Customer
  Customer imports are comprised of two sections: information about the customer (name, company, billing address, phone, email, etc.) and the customer’s payment accounts.   
  
  You can import one bank account and one credit card account for each Customer Record. These accounts will be labeled as the “default” accounts for this customer. Importing a payment account with a Customer Record is optional.
  
  The customer import batch is used for importing a customer list, with or without payment account information, into ReceivablesPro without processing any transactions for the imported customers.

• Payment
  Payment imports are used to process one-time payments. When the payment import file is uploaded, the system immediately creates new customers for each row without a Customer ID, processes a credit card or Echeck (ACH) payment for each customer in the file, and emails a receipt for that payment.
  
  There are two payment import row formats, and a single payment import file can contain a combination of both formats:

• Existing Customer Payment Import Row
  This import row format is used if you have a Customer ID for the person being charged. You provide the ReceivablesPro Customer ID and the amount and type of payment. The system processes the payment using the default account for the payment type selected. (See About Default Payment Accounts in Chapter 6 for information about default accounts.)

• New Customer Payment Import Row
  This import row format is used when you want to create a new customer in ReceivablesPro and process a payment for that customer at the same time. Your import file must contain all required fields for a Customer Record and all required fields for a one-time payment.

• Recurring Payment
  Recurring payment imports are used to enter and activate recurring payment schedules for both billing schedules and payment plan schedules. When the recurring payment import file is uploaded, the system immediately creates new customers for each row without a Customer ID, activates the schedules, sends an email to the customer confirming the schedule, and processes a transaction for any payments scheduled for the current day. It also emails a receipt.
  
  There are two recurring payment import row formats, and a single recurring payment import file can contain a combination of both import formats:

• Existing Customer Recurring Payment Import Row
  This import row format is used if you have a Customer ID for the person being charged. When you provide the ReceivablesPro Customer ID along with the schedule details and type of payment, the system processes the scheduled payments using the default account for the payment type selected. (See About Default Payment Accounts in Chapter 6 for information about default accounts.)

• New Customer Recurring Payment Import Row
  This import row format is used when you want to create a new customer in ReceivablesPro and enter a schedule for that customer at the same time. You must provide all required fields for a Customer Record and all required fields for a recurring payment schedule.

• Items
  The Item import is designed to enable you to import a product or service catalog for use with creating ReceivablesPro invoices. Each item is comprised of a name, description and unit price.   

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