Import Requirements

Appendix C:Import Requirements

ReceivablesPro enables you to import batches of Customers, Payments, Recurring Payment Schedules, and invoice List Items. Detailed instructions on performing batch uploads can be found in Import Center in Chapter 8.

Currently ReceivablesPro supports only U.S. and Canadian addresses. You cannot import customers with an address in any other country. However, you can import a customer without including an address.

Import types have different field requirements. The import file itself 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.

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.

The following sections provide specific requirements for each ReceivablesPro import-type. The Guide to System Fields provides acceptable values and formats for each field. 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.

Next >

Next Sections