Importing invoices into Accounts Payable (AccPac 5.3) 1

[sogescom]

We need to import invoices from an external application into Sage AccPac 5.3 / Accounts Payabale, and we are having trouble understanding how it works.

We have a sample export which is split into 3 files:
- Invoices.csv
- Invoice_Details.csv
- Invoice_Payment_Schedules.csv
however, we do not have the definition of the file format for these files (columns: description, data type, length).

Here are our questions:
- Do we need to import 3 files to complete the import process ? Or can the data be joined into a single file ?
- How do we link between Invoice_Details and Invoice ? We did not see any "foreign key" to Invoices in our Invoice_Details sample.
- Does anyone have more information on the file formats ?

Can anyone help ? Thanks.

 

[Jay Converse]

Yes, they can be combined. Export an existing batch to Single CSV and take a look. You don't need all the fields, but this will help you with the structure.

 

[sogescom]

I will try that, thanks!

Is there any documentation available from Sage on importing data? I could not find anything, and their knowledge base wasn't helpful either.

 

[Jay Converse]

There is no documentation because it's a fairly simple process. Export to the format you like, then start removing columns until you get down to the basics.

One tidbit is that the Invoice Payment schedules rows can be left off, the system will calculate the schedule automatically from the customer's terms.